Life Insurance

Life Insurance is different from other insurance in the sense that the subject matter of insurance is life of human being. The insurer will pay the fixed amount of insurance at the death or at the expiry of certain period. At present, life insurance enjoys maximum scope because each and every person requires the insurance. This insurance provides protection to the family at the premature death or gives adequate amount at the old age when earning capacities are reduced. Types of insurance plans offered in our country:

  • Term Policy
  • Health Insurance Schemes
  • DOUBLE ACCIDENT BENEFIT POLICY
  • Whole life Policy
  • Joint Life Policy
  • ANNUITY POLICY
  • Endowment Life Policy
  • WITH PROFIT AND WITHOUT PROFIT POLICY
  • POLICIES FOR WOMEN

TERM POLICY

In case of Term assurance plans, insurance company promises the insured for a nominal premium to pay the face value mentioned in the policy in case he is no longer alive during the term of the policy.

Term assurance policy has the following features:

It provides a risk cover only for a prescribed period. Usually these policies are short-term plans and the term ranges from one year onwards. If the policyholder survives till the end of this period, the risk cover lapses and no insurance benefit payment is made to him. The amount of premium to be paid for these policies is lower than all other life insurance policies. As savings and reserves are not accumulated under this policy, it has no surrender value and loan or paid-up values are not allowed on these policies. This plan is most suitable for those who are initially unable to pay high Premium When income is low as required for Whole Life or Endowment policies, but requires life cover for a high amount.

WHOLE LIFE POLICY

This policy runs for the whole life of the assured. The sum assured becomes payable to the legal heir only after the death of the assured. The whole life policy can be of three types. Ordinary whole life policy – In this case premium is payable periodically throughout the life of the assured. Limited payment whole life policy – In this case premium is payable for a specified period (Say 20 Years or 25 Years) Only. Single Premium whole life policy – In this type of policy the entire premium is payable in one single payment.

ENDOWMENT LIFE POLICY

In this policy the insurer agrees to pay the assured or his nominees a specified sum of money on his death or on the maturity of the policy which ever is earlier. The premium for endowment policy is comparatively higher than that of the whole life policy. The premium is payable till the maturity of the policy or until the death of the assured which ever is earlier. It provides protection to the family against the untimely death of the assured.

Health Insurance

Health insurance secures your finances during a medical emergency or planned hospitalisation by covering for your hospital costs and other expenses as mentioned in your policy document. With advancement in medical technologies and treatments the cost of healthcare is also rising with every single day. Having a health insurance plan can take care of such expenses helping one immensely safeguard finances without worrying about the impending medical bills. A comprehensive health insurance plan provides a wide range of coverage like cashless hospitalisation, OPD expenses, daily cash, diagnostic costs and more. It gives coverage to an individual or family members included in the plan up to the sum insured.
At HDFC ERGO we have been dedicated in making your lives easier with our products and have relaunched our my:Optima Secure extending our coverage worldwide with 2 Unique Services: Early discharge and Cashless approval for chronic diseases for seamless claim experience. A health insurance plan also helps in tax savings under Section 80 D of ITA.

  • my:Optima Secure
  • my:Optima Secure Global plans
  • Best Health Insurance for Family
  • Best Health Insurance for Individuals
  • Best Health Insurance for Parents
  • Best Health Insurance Plan for Senior Citizens
  • Best Health Insurance Plan for Corporate Employees
  • Best Health Insurance Plan for Diabetic
  • Best Health Insurance Plan for Women

Benefits of Health Insurance Policy by HDFC ERGO

Key Features Benefits
Cashless Hospital Network 13000+ˇ across India
Tax Savings Upto ₹ 1 lac****

Mutual Fund

Types of Mutual Funds:

Mutual Fund schemes can be classified into different categories and subcategories based on their investment objectives or their maturity periods.

A) Classification based on maturity period:

Mutual Fund schemes can be classified into three categories based on their maturity periods.

Open-ended schemes

These are mutual fund schemes which offer units for purchase and redemption subscription on a continuous basis. In other words, the units of these schemes can be purchased or redeemed at any point of time at Net Asset Value (NAV) based prices. Also, these schemes do not have a fixed maturity period and an investor can redeem his units anytime.

General Insurance

Choosing the right general insurance policy where you will invest your money on can be very tiring and stressful with all the amazing options that are available in the market. Fortunately, there is one thing that you may do in order to make your search easier and more productive.

Health Insurance

  • Protect your greatest asset good health.
  • Individual and Group- Ordinary and Floater health Insurance Policy.