Life Insurance

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Core Objective

To provide investors with professionally managed, diversified investment options across various asset classes, aiming for capital appreciation and income generation aligned with individual financial goals.

Factsheet

Why Life Insurance is Essential

Life is unpredictable, but your family’s future doesn’t have to be. Life Insurance isn’t just about protection; it’s about planning for dreams, debts, responsibilities, and a legacy.

At i4Investments, we help you choose the right insurance plan that fits your life goals, family needs, and financial commitments. We believe insurance should not only protect but also empower.

What we offer

  • Term Life Insurance: Pure protection plans that offer a high sum assured at a low premium, ensuring your family stays financially secure in your absence.

  • Whole Life Insurance: Lifetime protection along with wealth creation, allowing you to leave behind a strong financial legacy.

  • Endowment Plans: Insurance with savings — providing maturity benefits along with life cover, ideal for long-term financial planning.

  • ULIPs (Unit Linked Insurance Plans): Combine investment and insurance in one plan. Ideal for market-linked returns while staying covered.

  • Child Insurance Plans: Designed to secure your child’s future education and dreams, no matter what life brings.

  • Retirement & Pension Plans: Create a worry-free retirement by building a corpus through life insurance-backed retirement plans.

Why Choose i4Investments for Life Insurance?

  • Unbiased Guidance: We work with top insurers to suggest the plan best suited to your needs.

  • Goal-Oriented Planning: Whether it’s education, retirement, or legacy, we match insurance plans with your long-term goals.

  • Simplified Process: From documentation to claim support, we handle everything for a smooth experience.

  • Need-Based Analysis: Our experts ensure you’re neither under-insured nor overpaying.

  • Family First Approach: We understand emotional and financial needs—our plans support both.

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.