Goal Suraksha Plans
Welcome to Momentum Finserv, where we introduce you to Goal Suraksha, a meticulously crafted term plan designed to provide you and your loved ones with unwavering financial security. In this journey, let’s embark on a comprehensive exploration of how this exceptional plan can serve as the cornerstone of your family’s financial well-being.
Key Advantage - Goal Suraksha
The key advantage of Goal Suraksha is its flexibility, offering customizable coverage options that align perfectly with your financial objectives. Here are the key advantages of this plan:
Comprehensive Financial Protection
Goal Suraksha stands as your unwavering shield, ensuring that your loved ones remain financially secure, even in your absence.
Affordable Premiums, Extensive Coverage
This plan strikes the perfect balance, offering substantial coverage at affordable premiums, allowing you to safeguard your family's future without straining your finances.
Versatile Payout Options
Whether you choose a lump sum or monthly income payout, Goal Suraksha ensures that your family's unique financial needs are met.
Tax Efficiency
Benefit from valuable tax deductions under Section 80C and 10(10D) of the Income Tax Act, making Goal Suraksha a prudent and tax-efficient choice.
How This Works - Goal Suraksha?
The Goal Suraksha term plan has been meticulously designed to be simple and efficient. You retain control by selecting the coverage amount and policy term that precisely align with your family’s requirements. In the unfortunate event of your demise during the policy term, your chosen payout option ensures that your family’s financial future remains secure.
Eligibility - Goal Suraksha
Momentum Finserv’s Goal Suraksha term plan is accessible to a diverse range of individuals. Eligibility typically depends on age brackets and specific health conditions. Our unwavering commitment is to extend the invaluable protection of Goal Suraksha to as many people as possible, ensuring that financial security is not limited by life’s uncertainties.
Policy Benefits - Goal Suraksha
Goal Suraksha ensures that your financial dreams remain secure, even in unexpected circumstances, providing financial stability for you and your loved ones.
- Lump Sum Payout: In the event of your demise, your family receives a lump sum amount, providing immediate financial support during challenging times.
- Monthly Income Option: Alternatively, they can choose a monthly income payout, ensuring a regular and dependable source of funds.
- Tax Savings: The premiums paid towards Goal Suraksha qualify for tax deductions under Section 80C and 10(10D), enhancing the overall returns on your investment.
Documents Required - Goal Suraksha
Basic documentation is essential to initiate your Goal Suraksha policy, making it easy to get started. Below mentioned are the documents you will need: