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Small steps to big returns - Systematic Investment Plan (SIP), now with FREE INSURANCE and TAX Savings

Dhana Kshema (3 in 1 Plan)
Create Wealth + Save Tax + Get FREE Life Insurance
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Dhanayoga offers unique Dhana Kshema unique 3-in-1 plan that combines investment growth + Tax Savings + FREE Life Insurance in partnership with leading financial institutions.

This product helps investors of all age groups to invest systematically towards achieving medium to long term goals and also benefit from excellent Tax Savings + Life Insurance cover, at NO extra cost.

The unique features of our Dhana Kshema plans are:
  • Free Life Insurance Cover up to Rs. 2 Crore per investor at no extra cost across all schemes / plans and folios
  • Maturity Proceeds at NAV based prices
  • Tax Savings up to Rs. 1.5 Lacs per year (Section 80C)
  • Choice of various schemes to meet financial goals such as Retirement, Children's Education, Vacation, Tax savings and more
  • Convenience - One time mandate (or) Auto Debit from 16 banks (or) ECS facility across 125 locations

​Who can Invest?? 
  • Individuals - Salaried, Entrepreneurs, Self-Employed, Home Makers, Students, Retired citizens (both Indians and NRIs)
  • Mode of Holding - Single or Joint
  • Age at entry - 18 years to 51 years

Investment Details
  • Minimum Investment: Rs. 500 per month or Rs. 1500 per quarter
  • Minimum contribution period: 3 years or more

Insurance Details
  • Life Insurance cover (max): Up to 120 times monthly SIP amount (or) Rs. 2 Cr, whichever is lower
  • Commences: 45 days from SIP start date for normal demise and immediately for Accidental demise
  • Valid till: Attainment of 60 years of age (or) stoppage of SIP (or) redemption of SIP before defined contribution tenure

Schemes Applicable
  • The scheme is applicable for SIP investments in any of the following schemes
Reliance Mutual Fund
  • Reliance Growth Fund
  • Reliance Vision Fund
  • Reliance Tax Saver Fund (ELSS - Tax benefit u/s 80c)
  • Reliance Retirement Fund – Wealth Creation Plan
  • Reliance Retirement Fund – Income Generation Plan
  • Reliance Large Cap Fund
  • Reliance Value Fund
  • Reliance Multi Cap Fund
  • Reliance Small Cap Fund
  • Reliance Banking Fund
  • Reliance Pharma Fund
  • Reliance Power & Infra Fund
  • Reliance Consumption Fund
  • Reliance Focused Equity Fund
  • Reliance Balanced Advantage Fund
  • Reliance Equity Hybrid Fund
  • Reliance Equity Savings Fund
  • Reliance Hybrid Bond Fund
Aditya Birla Sun Life Mutual Fund
  • ABSL Equity Fund
  • ABSL Frontline Equity Fund
  • ABSL Equity Advantage Fund
  • ABSL Midcap Fund
  • ABSL Small Cap fund
  • ABSL Dividend Yield Plus Fund
  • ABSL Pure Value Fund
  • ABSL Focused Equity Fund
  • ABSL Tax Relief '96 Fund (ELSS - Tax benefit u/s 80c)
  • ABSL MNC Fund
  • ABSL India GenNext Fund
  • ABSL Banking and Financial Services Fund
  • ABSL Digital India Fund
  • ABSL International Equity Fund (Plan B)
  • ABSL Medium Term Plan (Debt)
  • ABSL Credit Risk Fund (Debt)
  • ABSL Regular Savings Fund (Hybrid)
  • ABSL Equity Hybrid '95 Fund (Hybrid)
  • ABSL Index Fund (FoF)
ICICI Mutual Fund
  • ICICI Prudential Infrastructure Fund
  • ICICI Prudential Bluechip Fund
  • ICICI Prudential Long Term Equity Fund (ELSS - Tax benefit u/s 80c)
  • ICICI Prudential Large & Midcap Fund
  • ICICI Prudential Technology Fund
  • ICICI Prudential Exports and Services Fund
  • ICICI Prudential Balanced Advantage Fund
  • ICICI Prudential Banking & Financial Services Fund
  • ICICI Prudential Midcap Fund
  • ICICI Prudential FMCG Fund
  • ICICI Prudential Value Discovery Fund
  • ICICI Prudential Multicap Fund
  • ICICI Prudential Equity & Debt Fund
  • ICICI Prudential Smallcap Fund
  • ICICI Prudential Focused Equity Fund
  • ICICI Prudential Multi-asset Fund
  • ICICI Prudential Dividend Yield Fund
  • ICICI Prudential Equity Savings Fund
  • ICICI Prudential US Bluechip Equity Fund
  • ICICI Prudential Global Stable Equity Fund
  • ICICI Prudential Regular Savings Fund
  • ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
  • ICICI Prudential Manufacture In India Fund
  • ICICI Prudential India Opportunities Fund
  • ICICI Prudential Retirement Fund
  • ICICI Prudential Bharat Consumption Fund.
PGIM India Mutual Fund
  • PGIM India Large Cap Fund
  • PGIM India Diversified Equity Fund
  • PGIM India Mid Cap Opportunities Fund
  • PGIM India Long Term Equity Fund (ELSS - Tax benefit u/s 80c)
  • PGIM India Hybrid Debt Fund
  • PGIM India Equity Savings Fund
  • PGIM India Hybrid Equity Fund
  • PGIM India Euro Equity Fund
  • PGIM India Global Opportunities Fund
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Click icon on left to enter Investment amount (per month) and Period (years) and find out how much you can get FREE LIFE INSURANCE, TAX SAVING and WEALTH CREATION!!

Enjoy the benefit of significantly higher than FD returns, coupled with TAX savings and FREE LIFE INSURANCE cover. Contact us >>>
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