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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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![Cover Continuance Option]( "Cover Continuance Option")
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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![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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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
Downloads
Frequently Asked Questions
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.
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.
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.
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.
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.
What is the Cover Continuance option?
The Cover Continuance option ensures that your coverage continues in your absence, providing financial protection during tough times.
Disclaimer
- Tata AIA Shubh Global Invest (USD Denominated) - Non-Participating, Unit Linked, Individual Life Insurance Savings Plan (UIN: TALL003V01) Tata AIA Life Insurance Company, IFSC Branch (IIO) Branch (Reg No: IFSCA/IIO/008/2023-24)
- NRI can purchase the policy when in India
- 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)
- Riders are not mandatory and are available for a nominal extra cost. For more details on benefits, premiums, and exclusions under the Rider, please contact Tata AIA Life's Insurance Advisor/Intermediary/ branch.
- The fund is managed by Tata AIA Life Insurance Company Ltd.
- For more details on risk factors, terms and conditions please read Sales Brochure carefully before concluding a sale. The precise terms and condition of this plan are specified in the Policy Contract.
- Investments are subject to market risks. The Company does not guarantee any assured returns. The investment income and price may go down as well as up depending on several factors influencing the market.
- Please make your own independent decision after consulting your financial or other professional advisor
- Unit Linked Life Insurance products are different from the traditional insurance products and are subject to the risk factors. Please know the associated risks and the applicable charges, from your Insurance Agent or Intermediary or Policy Document issued by the Insurance Company.
- 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. The underlying Fund's NAV will be affected by interest rates and the performance of the underlying stocks.
- The performance of the managed portfolios and funds is not guaranteed, and the value may increase or decrease in accordance with the future experience of the managed portfolios and funds.
- Premium paid in the Unit Linked Life Insurance Policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of fund and factors influencing the capital market and the Insured is responsible for his/her decisions.
- Please know the associated risks and the applicable charges, from your insurance agent or the Intermediary or policy document issued by the Insurance Company.
- Insurance cover is available under the product.
- The plans are not a guaranteed issuance plan, and it will be subject to Company’s underwriting and acceptance.
- Past performance is not indicative of future performance. Returns are calculated on an absolute basis for a period of less than (or equal to) a year, with reinvestment of dividends (if any).
- The Company does not guarantee any assured returns. The investment income and price may go down as well as up depending on several factors influencing the market.
- All Premiums, Charges, and interest payable under the policy are exclusive of applicable taxes, duties, surcharge, cesses, or levies which will be entirely borne/ paid by the Policyholder, in addition to the payment of such Premium, charges or interest. Tata AIA Life shall have the right to claim, deduct, adjust, and recover the amount of any applicable tax or imposition, levied by any statutory or administrative body, from the benefits payable under the Policy.
- L&C/IIO/2025/Jun/0033
