Get the best of both worlds – investment and security.

  • Benefits
  • Features
  • Disclaimer
  • Eligibility Criteria

IndiaFirst Life Money Balance Plan : Benefits

  • Enjoy the upside of market and make the most of your money
  • Protect your loved ones financially in case of any unforeseen events
  • Opt for the Automatic Trigger Based Investment Strategy to safeguard your market linked returns
  • Invest in funds across different asset classes, as per your risk appetite
  • Utilize your 2 free monthly switches to shift your funds from one option to another
  • Choose from regular, limited or single premium payment option as per your need
  • Access your money in case of any financial emergency through partial withdrawals

IndiaFirst Life Money Balance Plan : Features

  • You can optimize your savings with the help of our ‘automatic trigger based’ investment strategy. The Plan Helps You build your savings systematically.
  • You may pay your premium(s) either regularly or for a limited period of time or through a single payment.
  • IndiaFirst Life Money Balance Plan offers a life cover in case of the life assured’s untimely demise.
  • Access your money in case of any financial emergency through partial withdrawals after the completion of lock-in period.
  • You can purchase this ulip policy online, at your convenience.
  • Get tax* benefits as per applicable tax laws.

*Tax exemptions are as per applicable tax laws as amended from time to time.

IndiaFirst Life Money Balance Plan : Disclaimer

Bank of Baroda is authorized by the Insurance Regulatory and Development Authority to act as a Corporate Agent from 01/04/2025 to 31/03/2028 for procuring or soliciting business of Life insurance, General insurance & Standalone Health insurance under Registration Code CA0004". For more details on risk factors, terms and conditions please read the sales read sales brochure carefully before concluding a sale. The purchase of Insurance products by Bank of Baroda customers is purely on a voluntary basis. The insurance products are underwritten by the respective insurance company. Bank of Baroda does not perform any insurance e-commerce activity on its website. The contract of insurance is between the insurer and the insured; and not between the Bank and the Insured.


IndiaFirst Life Money Balance Plan : Eligibility Criteria

  • Minimum age at entry is 5 years and maximum age at entry is 65 years
  • Life cover for a minor starts at the end of two years from the date of commencement of the plan or at the first monthly plan anniversary after attainment of majority, whichever is first
  • Available Policy Term under this Plan is 10 to 70 years in Regular Premium, 10 to 25 years in Limited Premium and 5 to 20 Years in Single Premium

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