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Tata AIA Shubh Global Invest
Tata AIA Shubh Global Invest is a dollar-denominated Unit Linked Insurance Plan (ULIP) developed to help you invest, grow, and protect your wealth while ensuring financial security for your loved ones. This plan allows you to invest in global funds, earn market-linked returns, and receive benefits in US Dollars.
Key Benefits of Tata AIA Shubh Global Invest
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![Invest and Receive Benefits in USD]( "Invest and Receive Benefits in USD")
Invest and Receive Benefits in USD
Enjoy currency stability by making premium payments as well as receiving payouts, in US Dollars.
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![Invest in Global Funds]( "Invest in Global Funds")
Invest in Global Funds
Gain access to diversified investment opportunities with global Exchange-Traded Funds (ETFs).
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![Waiver of Premium]( "Waiver of Premium")
Waiver of Premium
Future premiums will be waived off and benefits will continue in case of any unfortunate event.
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![Zero Premium Allocation Charge]( "Zero Premium Allocation Charge")
Zero Premium Allocation Charge
No premium allocation and administration charges
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![Zero LTCG]( "Zero LTCG")
Zero LTCG
No tax on maturity benefit5
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![Get Financial Protection]( "Get Financial Protection")
Get Financial Protection
Your nominee will receive a lump sum payout, ensuring their financial security in case of any unfortunate event.
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![Flexible Withdrawals for Liquidity]( "Flexible Withdrawals for Liquidity")
Flexible Withdrawals for Liquidity
Post completion of 3 years, you can make partial withdrawals to meet your immediate financial needs.
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![Multiple Premium-Paying Options]( "Multiple Premium-Paying Options")
Multiple Premium-Paying Options
Pay through multiple premium payment modes, with optional benefits for enhanced coverage.
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Avail Maturity Booster
Basis your policy maturity year, additional Boosters shall be added to your fund value on the day of maturity.
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![Loyalty Additions]( "Loyalty Additions")
Loyalty Additions
Loyalty Additions are added to your fund value every year, starting after the 7th policy year and will continue until the end of the policy term.
Plan Options Tailored for You
Shubh Videsh Vidya
Secure your child’s overseas education dream
Key Plan Benefits
Your Child’s education stays on track – Even in your absence, with the built-in Cover Continuance feature (remaining premiums will be waived on death)- Access when needed most – Enhanced partial withdrawals allow for larger payouts during key academic milestones (e.g. Graduation, Tuition fees)
- Global exposure – Invest in global funds and build a USD corpus for international expenses
Shubh Advantage
For wealth creation and global portfolio diversification
Key Plan Benefits
- Flexible Coverage options – Opt-in Waiver of Premium to protect wealth goals
- Global investment advantage – Invest in international funds to tap into long-term growth opportunities
- Liquidity on your terms – Partial withdrawals available as per your evolving financial needs
Why is ULIP an Ideal Choice?
A Unit Linked Insurance Plan (ULIP) is an excellent investment plan since it provides a unique combination of life insurance and wealth-building potential. Here is the reason why it’s an ideal choice for Resident and Non-Resident Indians.
Who should buy Tata AIA Shubh Global Invest?
Withdrawal Strategies
Earn passive income with the help of 2 partial withdrawal strategies which can be availed post completing 3 policy years:
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Systematic Withdrawal Plan (SWP)
With this strategy you can withdraw your money in a structured manner. The withdrawal amount can be a pre-defined amount/ pre-defined percentage of Fund Value. -
Chosen-rate Withdrawal Plan (CWP)
With this strategy, you can set the minimum growth of funds that you would like to stay invested with and withdraw the additional growth. Fund value basis actual growth and your required growth shall be compared, and any additional amount shall be paid out to you.
Why Choose Us?
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![Secured Icon]()
Hassle Free Online Purchase Process
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![Saved Icon]()
Access To Global Exchange-Traded Funds (ETFs)
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![Experienced Fund Managers]()
Experienced Fund Managers
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![Dedicated Support for All Policy Requirements]()
Dedicated Support for All Policy Requirements
Looking to buy a new insurance plan?
Our experts are happy to help you!
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Frequently Asked Questions
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Can Indian citizen invest in this product?
Yes. This is an ideal product for parents planning to send their children for overseas education as well as investors looking for portfolio diversification.
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Is it mandatory for NRIs, OCIs, or PIOs, to be present in India to buy this product?
No, it is not mandatory for them to be present in India for the purchase. They can apply online and upload the necessary documents from their country of residence to buy this plan online.
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Which tax laws are applicable for this product?
The product falls under the IFSCA guidelines and tax will be applicable as per existing Income Tax laws.
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How to initiate the death claims process?
The nominee can raise a claim online at our Online Intimation Page or Connect with Us for further queries.
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Can I manage my Tata AIA Shubh Global Invest plan from abroad?
Yes, the plan offers global access, allowing you to manage your policy from anywhere in the world online.
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What is the Cover Continuance option?
The Cover Continuance option ensures that your coverage continues in your absence, providing financial protection during tough times.
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Disclaimer
The linked insurance product do not offer any liquidity during the first three years of the contract. Buying a life insurance policy is a long-term commitment. An early termination of the policy usually involves high costs and the Surrender Value payable may be less than the total premiums paid.
1No Goods and Service Tax shall be applicable on Individual life insurance products as per prevailing laws. Tax laws are subject to amendments from time to time. If any imposition (tax or otherwise) is levied by any statutory or administrative body under the Policy, Tata AIA Life Insurance Company Limited reserves the right to claim the same from the Policyholder. Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfillment of conditions stipulated therein. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implications mentioned anywhere on this site. Please consult your own tax consultant to know the tax benefits available to you.
2Market-linked returns are subject to market risks and terms & conditions of the product. The assumed rate of returns or illustrated amount may not be guaranteed and depends on market fluctuations.
3Subject to sum assured multiple being 10x and above.
The information, provided herein, may not be treated as a solicitation request in any manner. Any decision to buy online insurance by NRIs is completely his/her choice. The insurer is permitted to solicit insurance in India and settles claim in INR only.
The products are underwritten by Tata AIA Life Insurance Company Limited, IFSC Branch.
Tata AIA International is Tata AIA Life Insurance Company, IFSC Branch (IIO)
Linked Life Insurance products are differ rent from traditional insurance products and are subject to risk factors.
The premium paid in Linked Life Insurance policies is subject to investment risks associated with capital markets and publicly available index. The NAV of the units may go up or down based on the performance of Fund and factors influencing the capital market/publicly available index and the insured is responsible for his/her decisions.
Tata AIA Life Insurance Company Limited is only the name of the Life Insurance Company & Tata AIA Shubh Global Invest is only the name of the Linked Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns.
Please know the associated risks and the applicable charges, from your insurance agent or the Intermediary or policy document issued by the insurance company.
The various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects and returns.
Past performance is not indicative of future performance.
For more details on risk factors, terms and conditions please read Sales Brochure carefully before concluding a sale. Insurance cover is available under this product.
L&C/IIO/2026/Feb/0009
