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    Sachin Bansal - 850 - 2020040920200409

    Uploaded by

    Manjunath
    This document summarizes a deferred annuity plan for Mr. Sachin Bansal. Key details include a single premium of Rs. 1018000000, sum assured of Rs. 1000000000, and deferment term of 11 years. The plan provides guaranteed lifetime annuity payments starting from year 12, with an annual payout of Rs. 127600000. Over the plan period, the total returns amount to Rs. 7352400000, providing a net gain of Rs. 6334400000 over the premium amount. The plan was presented by Mr. Manjunath Venkatesh of Prowess Advisory.

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    © All Rights Reserved
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    Sachin Bansal - 850 - 2020040920200409

    Uploaded by

    Manjunath
    36 views3 pages
    This document summarizes a deferred annuity plan for Mr. Sachin Bansal. Key details include a single premium of Rs. 1018000000, sum assured of Rs. 1000000000, and deferment term of 11 years. The plan provides guaranteed lifetime annuity payments starting from year 12, with an annual payout of Rs. 127600000. Over the plan period, the total returns amount to Rs. 7352400000, providing a net gain of Rs. 6334400000 over the premium amount. The plan was presented by Mr. Manjunath Venkatesh of Prowess Advisory.

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    Sachin Bansal _850_2020040920200409

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    This document summarizes a deferred annuity plan for Mr. Sachin Bansal. Key details include a single premium of Rs. 1018000000, sum assured of Rs. 1000000000, and deferment term of 11 years. The plan provides guaranteed lifetime annuity payments starting from year 12, with an annual payout of Rs. 127600000. Over the plan period, the total returns amount to Rs. 7352400000, providing a net gain of Rs. 6334400000 over the premium amount. The plan was presented by Mr. Manjunath Venkatesh of Prowess Advisory.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    36 views3 pages

    Sachin Bansal - 850 - 2020040920200409

    Uploaded by

    Manjunath
    This document summarizes a deferred annuity plan for Mr. Sachin Bansal. Key details include a single premium of Rs. 1018000000, sum assured of Rs. 1000000000, and deferment term of 11 years. The plan provides guaranteed lifetime annuity payments starting from year 12, with an annual payout of Rs. 127600000. Over the plan period, the total returns amount to Rs. 7352400000, providing a net gain of Rs. 6334400000 over the premium amount. The plan was presented by Mr. Manjunath Venkatesh of Prowess Advisory.

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    © All Rights Reserved
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    JEEVAN SHANTHI-850

    Name : Mr. Sachin Bansal Date : 09-04-2020


    Plan No : 850 Age : 39 Years UIN : 512N328V01
    Deferment Term : 11 Sum Assured : Rs.1000000000
    PPT : 1 Joint Life Age : 33 Years

    SPECIAL-FEATURE
    Single premium Annuity Plan
    Life long Guaranteed Annuity
    Single or Joint life option available
    Two types of pension option 1.Immediate Annuity, 2.Deferred Annuity
    Guaranteed Addition added every month during deferment period.
    Annuity rate guaranteed when taking the policy

    PREMIUM
    MODE SINGLE GST TOTAL
    PREMIUM PREMIUM
    RS 1000000000 18000000 1018000000

    MATURITY BENEFIT
    @100 Years On 09-04-2081

    Rs.
    SUM ASSURED 1000000000
    S.R.BONUS 0
    FINAL ADD.BONUS 0
    TOTAL RETURNS 7352400000
    TOTAL PREMIUM PAYABLE 1018000000
    NET GAIN 6334400000

    Deferred Annuity for Joint life ( Mode: Yearly )


    AGE AS-ON- SINGLE NORMAL RISK RETURNS SURRENDER LOAN
    DATE PREMIUM COVER
    39 09-04-2020 1018000000 0 0
    40 09-04-2021 0 0 0 606891825 485513460
    41 09-04-2022 0 0 0 661762254 529409803
    AGE AS-ON- SINGLE NORMAL RISK RETURNS SURRENDER LOAN
    DATE PREMIUM COVER
    42 09-04-2023 0 0 0 721746552 577397242
    43 09-04-2024 0 0 0 786982932 629586346
    44 09-04-2025 0 0 0 858300668 671578947
    45 09-04-2026 0 0 0 935837975 671578947
    46 09-04-2027 0 0 0 1020562341 671578947
    47 09-04-2028 0 0 0 1113026615 671578947
    48 09-04-2029 0 0 0 1213645438 671578947
    49 09-04-2030 0 0 0 1323524509 671578947
    50 09-04-2031 0 0 0 1368585680 671578947
    51 09-04-2032 0 0 127600000 1365826000 671578947
    52 09-04-2033 0 0 127600000 1362855560 671578947
    53 09-04-2034 0 0 127600000 1359648840 671578947
    54 09-04-2035 0 0 127600000 1356341360 671578947
    55 09-04-2036 0 0 127600000 1352797600 671578947
    56 09-04-2037 0 0 127600000 1349030320 671578947
    57 09-04-2038 0 0 127600000 1345124000 671578947
    58 09-04-2039 0 0 127600000 1340968640 671578947
    59 09-04-2040 0 0 127600000 1336717360 671578947
    60 09-04-2041 0 0 127600000 1332319120 671578947
    61 09-04-2042 0 0 127600000 1327684600 671578947
    62 09-04-2043 0 0 127600000 1323003880 671578947
    63 09-04-2044 0 0 127600000 1318166520 671578947
    64 09-04-2045 0 0 127600000 1313095960 671578947
    65 09-04-2046 0 0 127600000 1307753920 671578947
    66 09-04-2047 0 0 127600000 1302076600 671578947
    67 09-04-2048 0 0 127600000 1296046400 671578947
    68 09-04-2049 0 0 127600000 1289548040 671578947
    69 09-04-2050 0 0 127600000 1282379120 671578947
    70 09-04-2051 0 0 127600000 1274680000 671578947
    71 09-04-2052 0 0 127600000 1266481040 671578947
    72 09-04-2053 0 0 127600000 1257884320 671578947
    73 09-04-2054 0 0 127600000 1248856400 671578947
    74 09-04-2055 0 0 127600000 1239435560 671578947
    75 09-04-2056 0 0 127600000 1229511800 671578947
    76 09-04-2057 0 0 127600000 1219156840 671578947
    77 09-04-2058 0 0 127600000 1210095480 671578947
    78 09-04-2059 0 0 127600000 1200920600 671578947
    79 09-04-2060 0 0 127600000 1191530120 671578947
    80 09-04-2061 0 0 127600000 1181758160 671578947
    81 09-04-2062 0 0 127600000 1171802280 671578947
    AGE AS-ON- SINGLE NORMAL RISK RETURNS SURRENDER LOAN
    DATE PREMIUM COVER
    82 09-04-2063 0 0 127600000 1165145960 671578947
    83 09-04-2064 0 0 127600000 1158674880 671578947
    84 09-04-2065 0 0 127600000 1152304560 671578947
    85 09-04-2066 0 0 127600000 1146242240 671578947
    86 09-04-2067 0 0 127600000 1140306200 671578947
    87 09-04-2068 0 0 127600000 1134593680 671578947
    88 09-04-2069 0 0 127600000 1129117440 671578947
    89 09-04-2070 0 0 127600000 1123741960 671578947
    90 09-04-2071 0 0 127600000 1118590000 671578947
    91 09-04-2072 0 0 127600000 1113526040 671578947
    92 09-04-2073 0 0 127600000 1108770080 671578947
    93 09-04-2074 0 0 127600000 1104186600 671578947
    94 09-04-2075 0 0 127600000 1099665600 671578947
    95 09-04-2076 0 0 127600000 1095414320 671578947
    96 09-04-2077 0 0 127600000 1091284480 671578947
    97 09-04-2078 0 0 127600000 1087386080 671578947
    98 09-04-2079 0 0 127600000 1083583600 671578947
    99 09-04-2080 0 0 127600000 1079864280 671578947
    100 09-04-2081 0 0 1100000000 0 0
    Total Premium Rs. 1018000000 Total Returns Rs. 7352400000

    Note: The rates are calculated according to the current Bonus

    MEDICAL REPORT
    Not Applicable

    PRESENTED BY
    Mr. Manjunath Venkatesh
    Financial Advisor
    Branch : Rajajinagar
    8884848899
    positive@prowessadvisory.com

    Disclaimer
    The benefits shown in this presentation have been calculated as per current bonus.
    The above Statements are based on certain assumptions, which are liable to change according to
    Government / Corporations Policies.

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