Secure Your Financial Future with Smart Investing & Tax Free return..

Smart investing in the early years with no pressure afterward. Ideal for long-term financial independence & taxfree income.

Invest ₹ 2.5 Lakhs Annually or run SIP of ₹ 20833/- monthly for 7 Years. 


How it works


Investment Period: 7 years  Age: 45 years

Annual Investment:: ₹2.5 lakhs (monthly 20833/-) 

Expected Growth Rate: 12% compound annual growth rate (CAGR) 

Life Insurance Cover of 25 lakhs


After 7 years of payment

You stop Investing

Your Investment Corpus grows to approx. Rs. 27.33 Lacs

Your eligibilty to withdraw from end of 8th year @ 8%  Rs. 217876 per year

(Amount will vary every year based on the fund performance)

Life insurance cover & yearly addition & applicable booster.


Long Term Wealth Impact

You can keep withdrawing at 8% every year. Based on the fund performance, you will be able to get your income, yearly addition and applicable booster


Why Choose this plan ?


- Disciplined investing in the early years with no pressure afterward 

- Strong compounding for wealth maximization 

- Sustainable withdrawals ensuring your money lasts and grows

- Ideal for long-term financial independence  

- Life Insurance cover

- Flexibility to switch in debt, equity & thematic fund


Ready to Build Your Legacy? 

Invest smart today and enjoy disciplined withdrawals tomorrow. 

Secure your financial freedom for decades while building your legacy.




Disclaimer:- Above calculation is purely for illustration & education purpose. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.