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Investment Calculator
Global AI and Technology Leaders Fund
The primary investment objective of the fund is to track global index of companies in the AI sector. It offers a way to invest in companies across the artificial intelligence and its infrastructure sector value chain, including those driving innovations in AI and benefiting from capital investments in digital infrastructure.
Why invest in Tata AIA Global AI and Technology Leaders Fund?
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Global Technology Innovators in One Portfolio.
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Ride the AI Revolutio
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Exposure to high-quality companie
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Participate in long-term structural growth
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-linked2 returns, and receive benefits in US dollars. In simple terms, it combines global market exposure with the discipline of an insurance-backed investment plan.
This plan is structured as an international ULIP plan, allowing investors to access global equity markets through professionally managed funds. This type of international wealth plan provides currency diversification along with structured wealth creation. It benefits investors with global financial goals such as overseas education, retirement abroad, or dollar-based liabilities.
Key Benefits of Tata AIA Shubh Global Invest
The key benefits of the Tata AIA global wealth plan are:
Plan Options with Shubh Global Invest Tailored for You
How the Tata AIA Shubh Global invest plan works
The following section explains the working of the Tata AIA wealth plan for NRIs:
This structured approach makes the international ULIP plan suitable for investors who prefer disciplined, long-term allocation.
Shubh Videsh Vidya
Shubh Advantage
Shubh Videsh Vidya
Secure your child’s overseas education dream
Key Plan Benefits
Built-in premium waiver for continued education- Higher partial withdrawals to support education milestones.
- lnvest globally and build USD corpus for overseas expenses.
Shubh Advantage
For wealth creation and global portfolio diversification
Key Plan Benefits
- Optional Waiver of Premium to safeguard wealth goals.
- Invest in international funds for global growth opportunities.
- Partial withdrawals for flexible access to funds.
Coverage & exclusions of Tata AIA Shubh Global Invest
Coverage |
Exclusions |
Life insurance cover during policy term |
Claims arising from suicide within specified period as per policy terms |
Waiver of premium under applicable conditions |
Fraudulent or misrepresented information |
Maturity benefit in USD |
Policy lapse due to non-payment beyond grace period |
Partial withdrawal facility after lock-in |
Market losses due to equity volatility |
Loyalty additions and maturity boosters |
Exclusions as defined in policy document |
Policyholders should review the detailed policy wording to understand specific terms.
Who should buy Tata AIA Shubh Global Invest?
This wealth plan for NRI suits:
In practice, this global wealth plan works well for those planning overseas education, global retirement, or estate transfer across jurisdictions.
How to buy Tata AIA Shubh Global Invest online
Follow the steps below to invest in an international ULIP plan:
- Step 1: Assess eligibility
Confirm residency status and documentation requirements. - Step 2: Select plan option
Choose between Shubh Videsh Vidya or Shubh Advantage. - Step 3: Decide premium and term
Align policy duration with financial goals. - Step 4: Complete KYC and proposal form
Submit required documents and personal details. - Step 5: Make premium payment
Pay the first premium in USD as per selected mode. - Step 6: Policy issuance and confirmation
Upon underwriting approval, the policy is issued.
This streamlined process makes the international wealth plan accessible even to investors residing abroad.
Retirement
Wealth Creation
Child Education
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 Non-Resident Indians.
Important dates
NFO Window: 24th March 2026 to 31st March 2026
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.
Performance / Illustrative Scenarios
Here are some examples.
- Overseas education planning
A parent invests consistently for 15 years. On maturity, the USD corpus aligns naturally with foreign tuition payments. - NRI retirement planning
An NRI professional builds a dollar-denominated retirement fund, reducing currency mismatch risk.. - Estate planning
The life cover ensures immediate liquidity to family members while investments continue to grow. - Currency diversification strategy
Investors holding primarily INR assets add this international wealth plan to balance exposure.
Why Choose Us?
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Hassle Free Online Purchase Process
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Access To Global Exchange-Traded Funds (ETFs)
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Experienced Fund Managers
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Dedicated Support for All Policy Requirements
Looking to buy a new insurance plan?
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1. 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.
2.Which tax laws are applicable for this product?
The product falls under the IFSCA guidelines and tax1 will be applicable as per existing Income Tax laws.
3.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.
4. 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.
5. What is the Cover Continuance option?
The Cover Continuance option ensures that your coverage continues in your absence, providing financial protection during tough times.
6. 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.
7. 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.
8. 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.
9. 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.
10. 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.
11. What is the Cover Continuance option?
The Cover Continuance option ensures that your coverage continues in your absence, providing financial protection during tough times.
- T&C apply. Available with Shubh Global Invest. 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.
Tata AIA Global AI and Technology Leaders Fund is part of a various funds which a policyholder can choose from. For further details on funds refer the sales brochure.
Tata AIA Global AI and Technology Leaders Fund SFIN: ULIF 504 31/03/26 TGT 110
Tata AIA Shubh Global Invest (USD Denominated) - Non-Participating, Unit Linked, Individual Life Insurance Savings Plan (UIN: TALL003V02) Tata AIA Life Insurance Company, IFSC Branch (IIO) Branch (Reg No: IFSCA/IIO/008/2023-24)
Asset Allocation: Equity & Equity related instruments: 70%-100%, Debt: 0%-30%, Cash / Money Market Instruments, Bank Deposits and Mutual Funds: 0 – 30%
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.
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/Mar/0014
