I Am Red

Name of the Prospect / Policyholder: ANAND kUMAR Proposal No: 515397428845

Age (yrs) : 34 Name of the Product: Tata AIA Life Insurance Fortune Pro

Name of the Life Assured : ANAND kUMAR Tag Line : Unit Linked, Individual Life Insurance Savings Plan

Age (yrs) : 34 Unique Identification No.: 110L112V06

Sum Assured (Rs.): 1000000 GST Rate: 18.0%

Policy Term (yrs): 24 Investment Strategy Opted for: NIL

Premium Payment Term (yrs): 24 Funds opted for along with their risk level

Amount of Instalment Premium (Rs.): 8,330

Mode of Payment of Premium : Monthly

Fund Name Allocation Percentage Risk Profile

Large Cap Equity Fund (ULIF 017 07/01/08 TLC 110) 0%
Whole Life Mid-cap Equity Fund (ULIF 009 04/01/07 WLE 110) 0%
Whole Life Aggressive Growth Fund (ULIF 010 04/01/07 WLA 110) 70% Medium to High
Whole Life Stable Growth Fund (ULIF 011 04/01/07 WLS 110) 30% Low to Medium
Whole Life Income Fund (ULIF 012 04/01/07 WLI 110) 0%
Whole Life Short Term Fixed Income Fund (ULIF 013 04/01/07 WLF 110) 0%
Multi Cap Fund (ULIF 060 15/07/14 MCF 110) 0%
India Consumption Fund (ULIF 061 15/07/14 ICF 110) 0%
Super Select Equity Fund (ULIF 035 16/10/09 TSS 110) 0%
Top 50 Fund (ULIF 026 12/01/09 ITF 110) 0%
Top 200 fund (ULIF 027 12/01/09 ITT 110) 0%
Emerging Opportunities Fund (ULIF 064 12/09/22 EOF 110) 0%
Sustainable Equity Fund (ULIF 065 12/09/22 ESG 110) 0%
Dynamic Advantage Fund (ULIF 066 12/09/22 DAF 110) 0%
Flexi Growth Fund (ULIF 068 25/04/23 FGF 110) 0%
Constant Maturity Fund (ULIF 069 17/05/23 CMF 110) 0%
Target Maturity Fund (ULIF 070 17/05/23 TMF 110) 0%
Small Cap Discovery Fund (ULIF 071 22/05/23 SCF 110) 0%
Business Cycle Fund (ULIF 072 15/01/24 BCF 110) 0%
Rising India Fund (ULIF 073 17/01/24 RIF 110) 0%

Rider Details
Rider Name (Benefit Option) UIN Sum Assured (Rs.) Coverage Term Premium Payment Term Premium without GST (Rs.)

How to read and understand this benefit illustration?

This benefit illustration is intended to show what charges are deducted from your premiums and how the unit fund, net of charges and taxes, may grow over
the years of the policy term if the fund earns a gross return of 8% p.a. or 4% p.a. These rates, i.e., 8% p.a. and 4% p.a. are assumed only for the purpose of
illustrating the flow of benefits if the returns are at this level. It should not be interpreted that the returns under the plan are going to be either 8% p.a. or 4%
p.a.
Net Yield mentioned corresponds to the gross investment return of 8% p.a., net of all charges but does not consider mortality, morbidity charges,
underwriting extra, if any, guarantee charges and cost of riders, if deducted by cancellation of units. It demonstrates the impact of charges and taxes on the
net yield. Please note that the mortality charges per thousand sum assured in general, increases with age.
The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, morbidity, underwriting extra, cost of riders, etc.
The investment risk in this policy is borne by the policyholder, hence, for more details on terms and conditions please read sales literature carefully.
Some benefits are guaranteed and some benefits are variable with returns based on the future performance of your insurer carrying on life insurance
business. If your policy offers guaranteed benefits then these will be clearly marked "guaranteed" in the illustration table on this page. If your policy offers
variable benefits then the illustration on this page will show two different rates of assumed future investment returns, of 8% p.a. and 4% p.a. These
assumed rates of return are not guaranteed and they are not the upper or lower limits of what you might get back, as the value of your policy is dependant
on a number of factors including future investment performance.
Part A of this statement presents a summary view of year-by-year charges deducted under the policy, fund value, surrender value and the death benefit, at
two assumed rates of return. Part B of this statement presents a detailed break-up of the charges, and other values.
Part A
(Amount in Rupees)
At 4% p.a. Gross Investment Return At 8% p.a. Gross Investment Return Commission
Annualized Mortality, Mortality, payable to
Policy Year Other Fund at End Surrender Other Fund at End Surrender
Premium Morbidity GST Death Benefit Morbidity GST Death Benefit intermediary
Charges* of Year Value Charges* of Year Value (Rs.)
Charges Charges
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

1 100,000 1,009 7,280 1,492 92,127 85,604 1,000,000 1,009 7,288 1,493 94,043 87,385 1,000,000 0
2 100,000 962 8,282 1,664 186,793 182,073 1,000,000 957 8,332 1,672 194,398 189,678 1,000,000 0
3 100,000 907 8,814 1,750 284,673 281,133 1,000,000 893 8,949 1,771 302,109 298,569 1,000,000 0
4 100,000 842 9,878 1,930 385,268 382,908 1,000,000 812 10,144 1,972 417,076 414,716 1,000,000 0
5 100,000 765 10,972 2,113 488,666 488,666 1,000,000 710 11,420 2,183 539,805 539,805 1,000,000 0
6 100,000 670 11,103 2,119 596,161 596,161 1,000,000 579 11,790 2,226 672,071 672,071 1,000,000 0
7 100,000 553 12,272 2,308 706,692 706,692 1,000,000 409 13,258 2,460 813,332 813,332 1,000,000 0
8 100,000 382 12,482 2,316 821,603 821,603 1,000,000 180 13,835 2,523 965,481 965,481 1,000,000 0
9 100,000 209 13,732 2,509 939,816 939,816 1,000,000 6 15,524 2,795 1,127,952 1,127,952 1,127,952 0
10 100,000 27 15,018 2,708 1,061,434 1,061,434 1,061,434 0 17,326 3,119 1,301,227 1,301,227 1,301,227 0
11 100,000 0 14,851 2,673 1,190,532 1,190,532 1,190,532 0 17,759 3,197 1,490,822 1,490,822 1,490,822 0
12 100,000 0 16,253 2,926 1,323,373 1,323,373 1,323,373 0 19,862 3,575 1,693,418 1,693,418 1,693,418 0
13 100,000 0 17,697 3,186 1,460,067 1,460,067 1,460,067 0 22,109 3,980 1,909,908 1,909,908 1,909,908 0
14 100,000 0 19,182 3,453 1,600,725 1,600,725 1,600,725 0 24,511 4,412 2,141,244 2,141,244 2,141,244 0
15 100,000 0 20,711 3,728 1,745,462 1,745,462 1,745,462 0 27,077 4,874 2,388,443 2,388,443 2,388,443 0
16 100,000 0 22,284 4,011 1,894,396 1,894,396 1,894,396 0 29,819 5,368 2,652,594 2,652,594 2,652,594 0
17 100,000 0 23,902 4,302 2,047,649 2,047,649 2,047,649 0 32,750 5,895 2,934,860 2,934,860 2,934,860 0
18 100,000 0 25,568 4,602 2,205,346 2,205,346 2,205,346 0 35,881 6,459 3,236,482 3,236,482 3,236,482 0
19 100,000 0 27,281 4,911 2,367,616 2,367,616 2,367,616 0 39,227 7,061 3,558,788 3,558,788 3,558,788 0
20 100,000 0 29,045 5,228 2,534,591 2,534,591 2,534,591 0 42,802 7,704 3,903,197 3,903,197 3,903,197 0
21 100,000 0 30,859 5,555 2,706,409 2,706,409 2,706,409 0 46,622 8,392 4,271,223 4,271,223 4,271,223 0
22 100,000 0 32,726 5,891 2,883,209 2,883,209 2,883,209 0 50,705 9,127 4,664,487 4,664,487 4,664,487 0
23 100,000 0 34,648 6,237 3,065,136 3,065,136 3,065,136 0 55,067 9,912 5,084,719 5,084,719 5,084,719 0
24 100,000 0 36,625 6,592 3,252,338 3,252,338 3,252,338 0 59,729 10,751 5,533,769 5,533,769 5,533,769 0

*Other charges includes Premium Allocation Charge, Policy Admin Charge, Fund Management Charge and Rider Charges, if any. See Part B for details.

IN THIS POLICY, THE INVESTMENT RISK IS BORNE BY THE POLICYHOLDER AND THE ABOVE INTEREST RATES ARE ONLY FOR
ILLUSTRATIVE PURPOSE.

I ___________________________ (name), have explained the I ___________________________ (name), having received the information with
premiums, charges and benefits under the policy fully to the respect to the above, have understood the above statement before entering into
prospect / policyholder. the contract.

Place: I Am Red
Date: Signature of Agent/ Intermediary/ Official Date: Signature of Prospect/ Policyholder
Part B
Gross Yield 8% p.a Net Yield 6.69% Amount in Rupees

Annualized
Premium
Annualized Premium -
Allocation Mortality Policy Admin Guarantee Rider Additions to Fund before Fund at End Surrender Death
Policy Year Premium Premium GST FMC
Charge charge Charge Charge Charges the Fund* FMC of Year Value Benefit
(AP) Allocation
(PAC)
Charges

1 100,000 5,998 94,002 1,009 1,493 750 NA 0 0 94,142 540 94,043 87,385 1,000,000
2 100,000 5,998 94,002 957 1,672 750 NA 0 0 194,603 1,584 194,398 189,678 1,000,000
3 100,000 5,498 94,502 893 1,771 750 NA 0 0 302,427 2,701 302,109 298,569 1,000,000
4 100,000 5,498 94,502 812 1,972 750 NA 0 0 417,515 3,896 417,076 414,716 1,000,000
5 100,000 5,498 94,502 710 2,183 750 NA 0 0 540,374 5,172 539,805 539,805 1,000,000
6 100,000 4,498 95,502 579 2,226 750 NA 0 0 672,779 6,542 672,071 672,071 1,000,000
7 100,000 4,498 95,502 409 2,460 750 NA 0 0 814,189 8,010 813,332 813,332 1,000,000
8 100,000 3,499 96,501 180 2,523 750 NA 0 0 966,498 9,586 965,481 965,481 1,000,000
9 100,000 3,499 96,501 6 2,795 750 NA 0 0 1,129,140 11,275 1,127,952 1,127,952 1,127,952
10 100,000 3,499 96,501 0 3,119 750 NA 0 0 1,302,597 13,077 1,301,227 1,301,227 1,301,227
11 100,000 1,999 98,001 0 3,197 750 NA 0 2,976 1,489,413 15,010 1,490,822 1,490,822 1,490,822
12 100,000 1,999 98,001 0 3,575 750 NA 0 3,380 1,691,818 17,113 1,693,418 1,693,418 1,693,418
13 100,000 1,999 98,001 0 3,980 750 NA 0 3,812 1,908,103 19,360 1,909,908 1,909,908 1,909,908
14 100,000 1,999 98,001 0 4,412 750 NA 0 4,274 2,139,220 21,762 2,141,244 2,141,244 2,141,244
15 100,000 1,999 98,001 0 4,874 750 NA 0 4,767 2,386,186 24,328 2,388,443 2,388,443 2,388,443
16 100,000 1,999 98,001 0 5,368 750 NA 0 5,295 2,650,088 27,070 2,652,594 2,652,594 2,652,594
17 100,000 1,999 98,001 0 5,895 750 NA 0 5,858 2,932,087 30,001 2,934,860 2,934,860 2,934,860
18 100,000 1,999 98,001 0 6,459 750 NA 0 6,460 3,233,424 33,132 3,236,482 3,236,482 3,236,482
19 100,000 1,999 98,001 0 7,061 750 NA 0 7,103 3,555,426 36,478 3,558,788 3,558,788 3,558,788
20 100,000 1,999 98,001 0 7,704 750 NA 0 7,791 3,899,509 40,053 3,903,197 3,903,197 3,903,197
21 100,000 1,999 98,001 0 8,392 750 NA 0 8,525 4,267,187 43,873 4,271,223 4,271,223 4,271,223
22 100,000 1,999 98,001 0 9,127 750 NA 0 9,310 4,660,080 47,956 4,664,487 4,664,487 4,664,487
23 100,000 1,999 98,001 0 9,912 750 NA 0 10,149 5,079,915 52,318 5,084,719 5,084,719 5,084,719
24 100,000 1,999 98,001 0 10,751 750 NA 0 11,045 5,528,540 56,980 5,533,769 5,533,769 5,533,769
 Gross Yield 4% p.a Amount in Rupees

Annualized
Premium
Annualized Premium -
Allocation Mortality Policy Admin Guarantee Rider Additions to Fund before Fund at End Surrender Death
Policy Year Premium Premium GST FMC
Charge charge Charge Charge Charges the Fund* FMC of Year Value Benefit
(AP) Allocation
(PAC)
Charges

1 100,000 5,998 94,002 1,009 1,492 750 NA 0 0 92,224 532 92,127 85,604 1,000,000
2 100,000 5,998 94,002 962 1,664 750 NA 0 0 186,990 1,534 186,793 182,073 1,000,000
3 100,000 5,498 94,502 907 1,750 750 NA 0 0 284,973 2,566 284,673 281,133 1,000,000
4 100,000 5,498 94,502 842 1,930 750 NA 0 0 385,674 3,630 385,268 382,908 1,000,000
5 100,000 5,498 94,502 765 2,113 750 NA 0 0 489,181 4,724 488,666 488,666 1,000,000
6 100,000 4,498 95,502 670 2,119 750 NA 0 0 596,788 5,855 596,161 596,161 1,000,000
7 100,000 4,498 95,502 553 2,308 750 NA 0 0 707,436 7,024 706,692 706,692 1,000,000
8 100,000 3,499 96,501 382 2,316 750 NA 0 0 822,468 8,233 821,603 821,603 1,000,000
9 100,000 3,499 96,501 209 2,509 750 NA 0 0 940,806 9,483 939,816 939,816 1,000,000
10 100,000 3,499 96,501 27 2,708 750 NA 0 0 1,062,552 10,769 1,061,434 1,061,434 1,061,434
11 100,000 1,999 98,001 0 2,673 750 NA 0 2,376 1,189,407 12,102 1,190,532 1,190,532 1,190,532
12 100,000 1,999 98,001 0 2,926 750 NA 0 2,641 1,322,123 13,504 1,323,373 1,323,373 1,323,373
13 100,000 1,999 98,001 0 3,186 750 NA 0 2,914 1,458,688 14,948 1,460,067 1,460,067 1,460,067
14 100,000 1,999 98,001 0 3,453 750 NA 0 3,195 1,599,213 16,433 1,600,725 1,600,725 1,600,725
15 100,000 1,999 98,001 0 3,728 750 NA 0 3,484 1,743,813 17,962 1,745,462 1,745,462 1,745,462
16 100,000 1,999 98,001 0 4,011 750 NA 0 3,781 1,892,606 19,535 1,894,396 1,894,396 1,894,396
17 100,000 1,999 98,001 0 4,302 750 NA 0 4,087 2,045,714 21,153 2,047,649 2,047,649 2,047,649
18 100,000 1,999 98,001 0 4,602 750 NA 0 4,402 2,203,262 22,819 2,205,346 2,205,346 2,205,346
19 100,000 1,999 98,001 0 4,911 750 NA 0 4,726 2,365,379 24,532 2,367,616 2,367,616 2,367,616
20 100,000 1,999 98,001 0 5,228 750 NA 0 5,059 2,532,196 26,296 2,534,591 2,534,591 2,534,591
21 100,000 1,999 98,001 0 5,555 750 NA 0 5,402 2,703,852 28,110 2,706,409 2,706,409 2,706,409
22 100,000 1,999 98,001 0 5,891 750 NA 0 5,755 2,880,485 29,977 2,883,209 2,883,209 2,883,209
23 100,000 1,999 98,001 0 6,237 750 NA 0 6,118 3,062,240 31,899 3,065,136 3,065,136 3,065,136
24 100,000 1,999 98,001 0 6,592 750 NA 0 6,492 3,249,265 33,876 3,252,338 3,252,338 3,252,338

Notes:

1. Refer the sales literature for explanation of terms used in this illustration.
2. Fund management charge is based on the specific fund option(s) chosen.
3. *Additions to the Fund refers to the Loyalty Additions under the plan.

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 implication mentioned anywhere in this document. Please consult your own tax consultant to know
the tax benefits available to you.

I _______________________________ (name), have explained I _______________________________ (name), having received the

the premiums, charges and benefits under the policy fully to the information with respect to the above, have understood the above statement
prospect / policyholder. before entering into the contract.

Place: i am red
Date: Signature of Agent/ Intermediary/ Official Date: Signature of Prospect/ Policyholder

Unique Reference Number - L&C/Advt/2024/Mar/0678

Tata AIA Life Insurance Company Ltd. (IRDA of India Regn No. 110) (CIN: U66010MH2000PLC128403)
Registered and Corporate Office: 14th Floor, Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai- 400013
Trade logo displayed above belongs to Tata Sons Ltd and AIA Group Ltd. and is used by Tata AIA Life Insurance Company Ltd under a license.
For more information, Call the Tata AIA Life Insurance Company Ltd Helpline number1860-266-9966 (local charges apply) or Visit us at: www.tataaia.com

(I)V.99.00/FY2024-2025_Q1/RELEASE 01-04-24/EXPIRY 30-06-2024 WS 07-05-2024,10:32 AM