Tata AIA Life Insurance plans

Tata AIA Life Fortune Pro Investment Plan Insurance

You have worked hard and smart to earn your money. Now make your money work harder and multiply itself. Introducing, Tata AIA Life Insurance Fortune Pro, a Unit Linked Individual Life Insurance Savings plan that makes your money grow steadily over time and also provides protection to your loved ones.
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Tata AIA Life Insurance plans
Distribution - Number of branches pan India (March 2019)
Entry Age Minimum/Maximum (Years) - Term Plans
Sum Assured Minimum / Maximum - Term Plans
50 lacs / Unlimited
Policy Term Minimum / Maximum (Years) - Terms Plans
Solvency Ratio (FY 2018-19) *
Number of Policies Sold (Ind+Group) *
Number of Lives Covered (Ind+Group) **
Claims Settlement Ratio (Ind+Group) ***
* - As per IRDAI data 2018-19 - The solvency ratio of an insurance company is the size of its capital relative to all the risk it has taken, which is all liabilities subtracted from total assets. In other words, solvency is a measurement of how much the company has in assets versus how much it owes
** - as per L-25 Public Disclosure of Insurance Companies for 2019-20  |  *** - Claims Settlement Ratio = Claims Settled in the year / Claims Reported in the year - as per IRDAI data published

Tata AIA Life Fortune Pro Plan Overview

  • Key Features
  • Eligibility

Key Features of Tata AIA Life Fortune Pro Plan

  • Pay premiums once or for a limited period and get Insurance protection throughout policy term
  • Regular Loyalty Additions1 are credited to the policy to boost your investments
  • Flexibility to choose from 11 Fund options for enhanced investment opportunities
  • Option to customize your plan with three additional Unit Deducting Riders2
  • Choice of Enhanced Systematic Money Allocation & Regular Transfer Investment Portfolio Strategy
  • Top-up facility to further augment your portfolio
  • Flexibility of Partial Withdrawals after five policy years to meet your financial needs
  • Settlement option is provided on Maturity thus enabling you to receive the maturity amount either in lump sum or in installments over a period of time
  • Tax benefits3 u/s 80C and 10 (10D) of the Income Tax Act, 1961/li>

Eligibility Criteria of Tata AIA Life Fortune Pro Plan

Minimum Maximum
Entry age (Last Birthday) 30 days 59 years
Maturity Age (Last Birthday) 18 years 75 years
Plan tenure 15 years 40 years
Premium payable Single Pay – Rs.1 lakh
Regular or Limited Pay – Rs.50,000
Rs.5 lakhs
Premium Paying Term Single Pay or Limited Pay of 5,7,10,15 and 20 years
Sum Assured Single Pay – 1.25 times the single premium
Regular or Limited Pay – higher of 10 times the annual premium or 0.5*term*annual premium
Single Pay – 1.25 times the premium paid
Regular or Limited Pay – 10,15,20 or 30 times the annual premium depending on age
Premium Paying Mode Yearly, half-yearly, quarterly and monthly or Single Pay


Review Tata AIA Life Fortune Pro Plan Insurance brochure to understand coverage details.

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Policy wordings

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CIN: U66000KA2018PTC117713 | IRDAI Web aggregator License Code Number: IRDAI / INT / WBA /53/ 2018, Valid till 07/08/2025