Health Insurance

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Investor Presentation

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Core Objective

“To safeguard your health and finances by offering personalized, comprehensive medical coverage that ensures timely treatment and peace of mind.”

Factsheet

Why Health Insurance is Essential?

Health emergencies don’t knock before entering, but with the right health insurance, you’re always prepared. Rising medical costs can strain your savings—but the right plan ensures quality treatment without financial stress.

At i4Investments, we help you choose the best-suited health insurance plan tailored to your family size, lifestyle, medical history, and future needs.

What We Offer

  • Individual Health Insurance: Provides coverage for hospitalisation, medical expenses, and treatment for a single person under one policy.

  • Family Floater Plans: Covers all family members under a single premium, offering flexible and cost-effective protection for your entire household.

  • Critical Illness Plans: Offers a lump-sum payout upon diagnosis of specified critical illnesses, allowing for focused treatment and recovery.

  • Senior Citizen Plans: Designed for individuals aged 60 and above with enhanced coverage and benefits tailored to age-specific health needs.

  • Top-Up & Super Top-Up Plans: Extends your existing policy with extra coverage at an affordable premium to manage high-value medical treatments.

  • Maternity & Newborn Coverage: Covers maternity expenses, newborn baby care, and early vaccinations under selected health plans.

Why Choose i4Investments for Health Insurance

  • Expert Advice: Guidance from health insurance experts to match plans with your medical and financial needs.

  • Transparent Comparison: We compare multiple insurers and plans to find the right balance between premium and coverage.

  • Cashless Network Support: Assistance with finding hospitals and managing claims under cashless network options.

  • Claim Assistance: From filing to settlement, we support you throughout the claim process.

  • Family-Focused Approach: We don’t just insure you, we care for your whole family’s health and security.

Market Capitalization

Large Cap
0 %
Mid Cap
0 %
Small Cap
0 %
Cash & ETF
0 %

Sector wise allocation

Performance Chart

Performance Data is as on March 31, 2025. | Figures are inclusive of Fees, Taxes and other charges. | Returns have been calculated using Time Weighted Rate of Return method (TWRR) as prescribed by the SEBI. | Past performance does not guarantee future returns. | Above performance data is not verified by SEBI | SEBI Reg No: INP000006758.

Mutual Fund details

Minimum Investment

As low as ₹500 (via SIP)

Modes of Investment

SIP & Lumpsum

Regulation

SEBI Registered Schemes

Risk Levels

Varies from Low to High based on fund type

Lock-in Period

Only in ELSS – 3 Years

Meet the Visionary Behind i4Investment Planners

Mr. Mahesh Chavan

Co-Founder, i4Investment Planners Pvt. Ltd.

Fees Structure

Option 1 - Fixed Fees

2% Fixed Management Fees on
Average Net Asset Value

Option 2 - Hybrid Fee Model

Fixed Fees at 1.00 % per annum on AUM and 10% Profit sharing above the Hurdle Rate of 10% on every anniversary date subject to High Water Mark.

Customized Fee Structure.

Fees Calculator & Illustration

Custodian & Auditor

Custodian

Orbis Financial Corporation Ltd.

Auditor

SecMark Consultancy Ltd.