Life Insurance
Life Insurance Plans
Protection Plans
Children’s Plans
Retirement Plans
Savings & Investment Plans
Health Plans
Finance Services
Equity
Mutual Fund
Fixed Deposit
Loan
Insurance
Wealth Management
Savings & Investment Plan

Range of Savings & Investment Plans
  • Conventional Plans
    • HDFC SL New Money Back Plan
    • HDFC Endowment Assurance Plan
    • HDFC Single Premium Whole of Life Insurance Plan
    • HDFC SL ClassicAssure Insurance Plan
  • Unit Linked Insurance Plans
    • HDFC SL ProGrowth Super II
    • HDFC SL ProGrowth Flexi
    • HDFC SL ProGrowth Maximiser
    • HDFC SL Crest
Name:
Phone:
Email:
City:
Query:
Ref. By:
HDFC SL New Money Back Plan

Being self reliant is a nice feeling. It's comforting to be assured that you have necessary funds to live a fulfilling life. With HDFC SL New Money Back Plan, you will get regular cash back at periodic intervals, so that you can fulfill your dreams & aspirations. This plan also offers the financial protection to your loved ones when they need it the most, enabling you to live life with peace of mind.

Advantages
  • Money Back on completion of every 4 years, you would get a percentage of your sum assured as cash payout.
  • Provides valuable protection to your family by way of lump sum payment i.e. Sum Assured plus attaching bonsues, in case of unfortunate demise within policy term, over and above any earlier payouts.
  • You can choose to pay your premium as either Annually, Half-Yearly, Monthly or Quarterly depending on your convenience. You also have a range of convenient auto premium payment options.
  • Tax benefits under sections 80C and 10(10D) of Income Tax Act, 1961.
Product Brochure Download

HDFC Endowment Assurance Plan

As a judicious family man, your priority is to secure the well-being of those who depend on you. Not just for today, but also for the long term. With our HDFC Endowment Assurance Plan, you can start building your savings today and ensure that your family remains financially independent, even when you are not around. This 'With Profits' plan is designed to secure your family's future by giving your family a guaranteed lump sum on maturity or in case of your unfortunate demise, early into the policy term.

Advantages
  • Ideal way to secure your long-term financial goals and your family's financial independence by giving a lump sum payment (basic Sum Assured plus any Bonus Additions) on survival up to Maturity date.
  • Provides invaluable protection to your family by way of lump sum payment in case of unfortunate demise within policy term.
  • Gives you the flexibility to customise your policy according to your needs by adding any one of the 3benefit options available.
  • You can choose to pay your premium as either Annually, Half-Yearly or Quarterly depending on your convenience.
  • You also have a range of convenient auto premium payment options.
  • Tax benefits under sections 80C, 80D and 10(10D) of Income Tax Act, 1961.
Product Brochure Download

HDFC Single Premium Whole of Life Insurance Plan

Ideally, just how spending comes to you, so must saving and investing. You are able to finance your expenses and take care of your family's needs in present times. However, to ensure that family is able to maintain the same standard of living in the future, you need to make the right kind of investment today. HDFC Single Premium Whole of Life Plan is a tailor made plan well suited to meet your long-term investment needs and help you maintain your family's financial independence. This single premium investment plan is a Whole of Life plan aimed at providing long-term real growth of your money.

Advantages
  • This participating plan is a Whole of Life plan aimed at providing long-term real growth for your money.
  • By nature, this is a whole life policy where the term extends for the life However, you can decide on the policy term by using a feature built into it. For a period of 4 weeks, after any one of the 10th, 15th, 20th and subsequent five-year anniversaries, you can choose to receive the Sum Assured plus any attaching bonuses, in full. Once money has been received, your policy will cease or you may also continue the policy for your whole life.
  • You can terminate the policy any time, after it has been in force for at least 6 month and receive a surrender value. We will pay discretionary surrender value based on our experience. However, after completion of 3 years there will be a guaranteed surrender value of 50% of premium paid. In addition to the guaranteed surrender value, we may pay additional discretionary surrender value based on our experience. Contract ends on the payment of the same.
  • Currently Section 80C benefit is available for the premium paid under the plan to the extent of 20% of the Sum Assured. In the event of a death claim the money paid is exempt as per Section 10(10D), of the Income Tax Act 1961.
Product Brochure Download

HDFC SL ClassicAssure Insurance Plan

With HDFC SL ClassicAssure Insurance Plan, you can be financially prepared for the future and can fulfill your dreams & aspirations. This plan also offers financial protection to your loved ones when they need it the most, enabling you to live life with peace of mind.

Advantages
  • Ideal way to secure your long-term financial goals and your family's financial independence by giving a lump sum payment (basic Sum Assured plus any Bonus Additions) on survival up to Maturity date.
  • Provides invaluable protection to your family by way of lump sum payment in case of unfortunate demise within policy term.
  • You can choose to pay your premium as either Annually, Half-Yearly ,Quarterly or Monthly depending on your convenience. You also have a range of convenient auto premium payment options.
  • Enjoy High Sum Assured Discount of 5% on basic premium for Sum Assured of Rs.5 Lakhs and above.See product brochure for details.
  • Tax benefits under sections 80C and 10(10D) of Income Tax Act, 1961.
Product Brochure Download

HDFC SL ProGrowth Super II

You will settle for nothing but the best. Be it for self or for your loved ones. With HDFC SL ProGrowth Super II, you have a smart savings-cum-insurance plan that will help you effortlessly provide the finest for your family, be it today or tomorrow.

Advantages
  • You can choose any of the following 8 plan options as per your requirement:
    • Life Option = Death Benefit
    • Extra Life Option = Death Benefit + Accidental Death Benefit
    • Life & Health Option = Death Benefit + Critical Illness Benefit
    • Extra Life & Health Option = Death Benefit + Critical Illness Benefit + Accidental Death Benefit
    • Life & Disability Option = Death Benefit + Accidental Total & Permanent Disability Benefit
    • Extra Life & Disability Option = Death Benefit + Accidental Death Benefit + Accidental Total & Permanent Disability Benefit
    • Life & Health & Disability Option = Death Benefit + Critical Illness + Accidental Total & Permanent Disability Benefit
    • Extra Life & Health & Disability Option = Death Benefit + Accidental Death Benefit+ Critical Illness + Accidental Total & Permanent Disability Benefit
  • This plan provides valuable protection to your family in case you are not around. In case of your unfortunate demise during the policy term, we will pay the Sum Assured and your total fund value to your family.
  • This plan can be taken by filling Short Medical Questionnaire, which may not require you to go for medicals. Kindly refer to the product brochure for details.
  • You can change your investment fund choices in two ways:
    • Switching: You can move your accumulated funds from one fund to another anytime
    • Premium Redirection: You can pay your future premiums into a different selection of funds, as per your need
  • Tax benefits are offered under section 80C and 10(10D) of the Income Tax Act, 1961.
Product Brochure Download
Product Guide Download

HDFC SL ProGrowth Flexi

Nothing should hold you back in life. Uncertainties of life can throw best laid plans and aspiration off gear. It's prudent to be prepared and life insurance solutions enable you to build your savings and enjoy life cover.
With HDFC SL ProGrowth Flexi, you have a smart savings-cum-insurance plan that will enable you to simply provide the finest for your loved ones. In this plan you also enjoy life insurance coverage so that you're loved ones financial future is secured even in your absence.

Advantages
  • This plan provides valuable protection to your family in case you are not around. In case of your unfortunate demise during the policy term, we will pay the greater of the Sum Assured or your total fund value to your nominee.
  • You can choose any of the following 2 plan options as per your requirement:
    • Life Option = Death Benefit
    • Extra Life Option = Death Benefit + Accidental Death Benefit
  • On maturity, you can take the Fund Value at the prevailing unit prices as lump sum or you can opt for settlement option.
  • You have flexibility of :
    • Switching: You can move your accumulated funds from one fund to another anytime
    • Premium Redirection: You can pay your future premiums into a different selection of funds, as per your need
  • Tax benefits are offered under section 80C and 10(10D) of the Income Tax Act, 1961.
Product Brochure Download
Product Guide Download

HDFC SL ProGrowth Maximiser

You know that there are no guarantees in life, but when it comes to your loved ones you don't want to take any chances. You need an assurance that if something happens to you, your loved one's happiness and dreams are not hampered. With our HDFC SL ProGrowth Maximiser, you get the valuable life insurance cover along with the choice of investing in any one of 3 different Investment Options. This plan strives to maximize your returns so that ensuring the best for your loved ones is easy.

Advantages
  • Choose Investment options as per your need: You can invest into any of the 3 investment option designed to meet different investment and return needs
    • Highest NAV Guarantee Fund - offers the Guaranteed NAV applicable at maturity of your policy will be the higher of Rs. 15 or the highest NAV recorded daily during the first 7 years from the launch of the Highest NAV Guarantee Fund.
    • Capital Guarantee Fund - This fund guarantees that the Unit Price on maturity of the policy will be at least equal to the Unit Price that was used to allocate units to the single premium invested by you at inception of the policy.
    • Free Asset Allocation - This option enables you to invest in any of the 5 non guaranteed fund(s) available under this option. You can make your own investment strategy by switching between the funds as desired.
  • Invest additional single premium top- ups as per your convenience anytime. Please refer to the product brochure for details.
  • On unfortunate death of the life assured, greater of the Fund value or Sum Assured (less withdrawals as mentioned in sales aid) will be payable to the nominee.
  • On maturity, you will receive the fund value as per investment option selected.
  • This plan can be taken by filling Short Medical Questionnaire, which may not require you to go for medicals. Kindly refer to the product brochure for details.
Product Brochure Download
Product Guide Download

HDFC SL Crest

Any uncertainty should not affect your plans. Be it of life, or of markets. You want to secure happiness for yourself and your loved ones. We present HDFC SL Crest - insurance cum investment plan that provides valuable financial protection to your family when needed the most along with an investment option for certainty of highest NAV along with a guarantee on returns*. So that when you reap the returns of life, they are on crests not on lows. In this plan you can choose to invest in either of two investments options- Highest NAV Guarantee Fund or Free Asset Allocation Option.

Advantages
  • Choice of two Investment Options - Highest NAV Guarantee Fund or Free Asset Allocation Option.
  • Benefit of minimum guaranteed NAV of Rs. 15 at maturity *.
  • On maturity you will receive the Fund value as per the investment option selected.
  • This plan provides valuable protection to your family in case you are not around. In case of your unfortunate demise during the policy term, we will pay the amount higher of your Sum Assured (less partial withdrawals) or your total fund value to your family. Please refer to product brochure for details.
  • This plan can be taken by filling Short Medical Questionnaire, which may not require you to go for medicals. Kindly refer to the product brochure for details.
  • Tax benefits are offered under section 80C and 10(10D) of the Income Tax Act, 1961.
Product Brochure Download
Product Guide Download