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1) Monthly InvestmentIt is one of the best ways as investing small amounts on a monthly basis is much simpler than paying larger premiums at once. You can also safeguard your investments from the market fluctuations and reap out the maximum return on investments. To top it all, it is a tax-free investment.
2) Systematic TransferIt always becomes necessary to systematically transfer your accumulated wealth like the Wealth Ultima which offers you the several options to manage your assets allocation including self-managed strategy. You can choose the options which suit you the best, based on your targets which may be duration or profits based and your risk appetite. Transferring from one asset class to another remains tax-free.
3) Optimized WithdrawalThe most idealistic target for investment should be creating a reliable second source of income after a certain period of time. While it is really difficult for most of us to plan it along with our regular jobs or business, the third pillar of Wealth Ultima - Systematic Withdrawal Plan explains and implements how your wealth accumulated over the period of time can act your regular source of income. It can also be used as a pension plan and the tax-free withdrawal ensures you a luxurious and smooth retirement.
We all might have different financial targets to achieve like planning for children's higher education, early retirement, and life insurance etc. Considering all the aspects, products like the Wealth Ultima from Edelweiss Tokio Life serves as the comprehensive long term plan which ensures your growth, your family's safety and most importantly, a peace of mind.