Get Your Investment Plans with InstaCover
What is an Investment Plan?
Investment Plan
Investment plans are considered as a type of financial product that provide individuals a way to invest and meet their financial goals through various investment plans, funds, and schemes. There are various different kinds of investment plans available, some of which include:
- Unit Linked Investment Plan (ULIPs)
- Public Provident Fund
- Mutual Fund Investment Plans
- Monthly Income Investment Plans
- Tax Saving Fixed Deposit Plan
- Sukanya Samriddhi Yojana
Benefits of Investment Plans
Get assured protection financially for your family and loved ones
Save money in the form of Tax returns and benefits
Invest Smartly - Make it all Goal Based and Planned
get flexibility of choosing the right plan, with required addons to meet your needs
Investment Also help accumulate wealth with smart plan, policy and premium selection
List of Documents Required to Purchase an Investment Plan
Here is a list of documents you certainly need ready with you in order to purchase a proper investment plan:
| Income Proof | Address Proof | Age Proof | Identity Proof | |
|---|---|---|---|---|
|
For Salaried Individuals |
For Self Employed |
Voter ID |
Pan Card |
Aadhaar Card |
|
Form 16 of the latest year. |
Form 26 AS |
Aadhaar Card |
Aadhaar Card |
PAN Card |
|
Bank statement of at least 3 months reflecting salary credit |
ITR of at least 2 years reflecting income calculation |
Passport |
Passport |
Voter ID |
|
ITR of at least 2 years reflecting income calculation |
ITR for at least 3 years in case income computation not passible. |
Details of name, address and Aadhaar number as recorded in National Population Register |
Municipal Birth Certificate |
Passport |
|
CA certified PL account balance sheet for at least 2 years |
Any government valid document issued through the central government |
Voter ID |
||
Looking for your Investment Insurance?
InstaCover India offers a variety of benefits and advantages in terms of covers and savings, so when searching for a good Investment Insurance, you need to look no further!
Call us now and we will do the best we can to help you out with your Investment Insurance needs
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+91-9995551863
Types of Investment Plan
Investment can take a big part of your money and you would want it to be as precise and accurate for you considering the benefits in the long-run. For this reason, you need to understand the various types of investment plans available in the market today:
- 1 - Low-Risk Investment Plans
- Here are a few common Investment Plans that are considered to be low risk in nature:
- Public Provident Fund
- Senior Citizen Savings Scheme
- National Pension Scheme
- Pradhan Mantri Vaya Vandan Yojana
- Bank Fixed Deposits
- Investment in Gold
- Sukanya Samriddhi Yojana
- RBI Taxable Bonds
- 2 - High Risk Investment
- Here are a few common investment plans that are more popular among individuals who have a high-risk appetite:
- Debt Mutual Funds:
- Direct Equity:
- Equity Mutual Funds:
- Unit Linked Investment Plans (ULIPs)
- 3 - Medium Risk Investment
- Considered a perfect blend of smart savings and investment, medium risk investment plans are best suited for individuals of both nature- the savers, and the risk takers, equally alike. Some of the common known medium risk investment plans are:
- Monthly Income Plans
- Hybrid Debt Oriented Funds
- Arbitrage Funds
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FAQs related to Investment Plans
Here are a few options where a beginner investor can invest to gain positive outcomes:
- Mutual Funds (low risk and low investment)
- Invest in retirement plan
- Invest in fixed income plans
- Invest in bond plans
- Invest in real estate.
Here are the plans that you should invest in to gain higher returns for your investment:
- Direct Equity
- Equity Funds: Small and Mid Cap Plans
- Initial Public Offering Equity
- Linked Savings Scheme
- Peer to Peer platforms
- Reas Estate
Here are a few documents that you must have to make a successful investment plan purchase.
- Attested Copy of
Aadhaar Card - Address Proof
- PAN Card
Copy of your bank Passbook
Looking for your Investment Insurance Plan?
InstaCover India offers a variety of benefits and advantages in terms of covers and savings, so when searching for a good Investment Insurance Plans, you need to look no further!
Call us now and we will do the best we can to help you out with your Investment Insurance needs
