Page 38 - The Insurance Times July 2025
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It also offers an optional Waiver of Premium add-on, ensur-  ter-than-market returns (alpha). That means smarter
          ing that long-term savings goals remain uninterrupted even  stock selection and potential for higher growth.
          if the policyholder is unable to continue premium payments  3. Built for Long-Term Wealth Creation : Whether you
          due to unforeseen circumstances, it said.
                                                                 want to build a strong financial foundation for your fam-
                                                                 ily or create a retirement fund, these funds are crafted
          The company recently rolled out ICICI Pru Stack, a suite of  to help you grow your money over time—thanks to their
          digital and analytical tools designed to support both custom-
                                                                 focused, high-growth equity exposure.
          ers and distributors in navigating product options and deliv-
          ering a seamless service experience.                4. Life Insurance Protection: Beyond wealth creation,
                                                                 consumers can secure their families’ financial future
          Tata AIA Launches Two New Funds to                     with life cover.

          Cater  to  the  Wealth  and  Retirement             The Tata AIA Top 200 Alpha 30 Index Fund and Tata AIA Top
          Planning                                            200 Alpha 30 Pension Fund are strategically designed to
                                                              capitalize on these trends, investing in companies poised to
          As India rises to become the 4th largest economy in the
                                                              benefit from India’s growth story. Whether you’re focused
          world, Tata AIA Life  Insurance—one of India’s leading life
                                                              on growing your wealth or building a strong retirement
          insurance companies—brings you a powerful opportunity to
                                                              fund, these funds offer the ideal combination of perfor-
          grow your wealth and secure your future through life insur-
          ance-linked investment products. India’s strong economic  mance, protection, and growth.
          growth presents a wealth of opportunities, and we are here
          to help you tap into this potential with two new funds de-  Harshad Patil, Chief Investment Officer at Tata AIA Life In-
          signed to take full advantage of India’s growth story.  surance, explains, “India stands at the threshold of a trans-
                                                              formative multi-decade economic growth phase. Our new
          Introducing two new funds designed to help you make the  funds are positioned to capitalise on this promising trajec-
          most of India’s economic ascent:                    tory, offering investors an equity instrument based on rig-
          1. For those looking to grow their wealth while secur-  orous data analysis and superior risk-adjusted returns. These
             ing their family’s financial future – Tata AIA Top 200  funds aim to capitalise on a promising trend, offering inves-
             Alpha 30 Index Fund                              tors significant long-term value by consistently enhancing
                                                              their financial security.”
          2. For those focused on building a strong retirement
             corpus with equity-driven growth – Tata AIA Top 200
             Alpha 30 Index Pension Fund                      Key Details of the Funds:
                                                                 Investment Objective: Long-term capital appreciation
          These funds will open for investment on June 23, 2025, and  through investment in high-alpha stocks
          are available at just INR 10 per unit during the New Fund  Benchmark: Nifty 200 Alpha 30 Index
          Offer (NFO) period, ending June 30, 2025. Investments will
                                                                 Asset Allocation: 80%-100% in equity & equity-related
          be made through Tata AIA Life Insurance’s unit linked insur-
          ance plans, offering you the dual benefit of life insurance  instruments, 0%-20% in cash & money market securi-
                                                                 ties
          coverage and potential wealth growth.

          Why Should You Invest?                              What Customers can expect:
                                                                 Exposure to Alpha-Generating Stocks: Tapping into
          1. Tap into India’s Bright Future : India’s economy is
                                                                 companies with proven track records of outperforming
             poised for growth, supported by a young workforce,
                                                                 market expectations.
             rapid urbanisation, strong policy reforms, and key ini-
             tiatives like ‘Make in India’ and PLI schemes. These  Strategic Diversification: Investments across sectors
             funds are your opportunity to benefit from this promis-  while maintaining focus on high-conviction opportuni-
             ing growth.                                         ties.
          2. Invest in the Best of the Best : These funds are pow-  Long-Term Wealth Creation: Designed specifically for
             ered by the Nifty 200 Alpha 30 Index, which picks 30  retirement planning with superior long-term perfor-
             top-performing stocks with a history of delivering bet-  mance potential.

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