HDFC Life Guaranteed Wealth Plus-Sat Mar 04 08 - 53 - 48 IST 2023-1

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Quotation No

80002925450

HDFC Life Guaranteed Wealth Plus - Benefit Illustration


A non-linked, non-participating individual life insurance Savings Plan
Date of Illustration : 04 Mar 2023
Dear Ramesh
Thank you for showing interest in HDFC Life Insurance. Based upon the inputs shared by you, we are happy to provide a detailed benefit illustration for the plan chosen by you.

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 illustrations on this page will
show two different rates of assumed future investment returns. 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 dependent on a number of factors including actual future investment performance.

Personal Details Proposal No.


Name of Prospect / Policyholder Mr Ramesh Name of the Product: HDFC Life Guaranteed Wealth Plus
Age 40 Tag Line: A non-linked, non-participating individual life
Name of Life Assured Mr Ramesh insurance Savings Plan
Age 40 Unique Identification Number: 101N165V01
Policy Term 41 GST Rate 1st year: 4.5%, 2nd year onwards: 2.25%
Premium Payment Term 10
Premium Payment Frequency Annual
Amount of Instalment Premium 2,00,000

This benefit illustration is intended to show year-wise premiums payable and benefits under the policy.

Policy Details
Policy Option Income Variant Basic Sum Assured Rs 20,00,000
Sum Assured on Death (at inception of the policy) 24,00,000
Rs.
Quotation No

Premium Summary
Base Plan Riders Total Installment Premium
Instalment Premium without GST 2,00,000 0 2,00,000
Instalment Premium with First Year GST 2,09,000 0 2,09,000
Instalment Premium with GST 2nd Year onwards 2,04,500 0 2,04,500

(Amounts in Rupees)

Guaranteed Non-Guaranteed
Policy Year Annualized Premium
Survival Benefits / Loyalty Additions Other Benefits if any Maturity Benefit Death Benefit Min. Guaranteed Surrender Value Special Surrender Value

1 2,00,000 0 0 0 24,00,000 0 0
2 2,00,000 0 0 0 24,00,000 1,20,000 1,28,760
3 2,00,000 0 0 0 24,00,000 2,10,000 2,09,640
4 2,00,000 0 0 0 24,00,000 4,00,000 3,03,480
5 2,00,000 0 0 0 24,00,000 5,00,000 4,12,080
6 2,00,000 0 0 0 24,00,000 6,00,000 5,37,000
7 2,00,000 0 0 0 24,00,000 7,00,000 6,80,520
8 2,00,000 0 0 0 24,00,000 8,00,000 8,44,920
9 2,00,000 0 0 0 24,00,000 9,00,000 10,32,960
10 2,00,000 0 0 0 24,00,000 11,00,000 12,47,400
11 0 0 0 0 21,00,000 11,00,000 13,56,600
12 0 2,00,000 0 0 21,00,000 9,00,000 13,55,280
13 0 2,00,000 0 0 21,00,000 7,00,000 13,53,960
14 0 2,00,000 0 0 21,00,000 6,00,000 13,52,400
15 0 2,00,000 0 0 21,00,000 4,00,000 13,50,840
16 0 2,00,000 0 0 21,00,000 2,00,000 13,49,160
17 0 2,00,000 0 0 21,00,000 0 13,47,240
18 0 2,00,000 0 0 21,00,000 0 13,45,200
19 0 2,00,000 0 0 21,00,000 0 13,42,920
20 0 2,00,000 0 0 21,00,000 0 13,40,520
21 0 2,00,000 0 0 21,00,000 0 13,38,000
22 0 2,00,000 0 0 21,00,000 0 13,35,120
23 0 2,00,000 0 0 21,00,000 0 13,32,000
24 0 2,00,000 0 0 21,00,000 0 13,28,760
Quotation No

(Amounts in Rupees)

Guaranteed Non-Guaranteed
Policy Year Annualized Premium
Survival Benefits / Loyalty Additions Other Benefits if any Maturity Benefit Death Benefit Min. Guaranteed Surrender Value Special Surrender Value

25 0 2,00,000 0 0 21,00,000 0 13,25,040


26 0 2,00,000 0 0 21,00,000 0 13,21,200
27 0 2,00,000 0 0 21,00,000 0 13,16,880
28 0 2,00,000 0 0 21,00,000 0 13,12,320
29 0 2,00,000 0 0 21,00,000 0 13,07,280
30 0 2,00,000 0 0 21,00,000 0 13,01,880
31 0 2,00,000 0 0 21,00,000 0 12,95,880
32 0 2,00,000 0 0 21,00,000 0 12,89,520
33 0 2,00,000 0 0 21,00,000 0 12,82,560
34 0 2,00,000 0 0 21,00,000 0 12,75,120
35 0 2,00,000 0 0 21,00,000 0 12,66,960
36 0 2,00,000 0 0 21,00,000 0 12,58,080
37 0 2,00,000 0 0 21,00,000 0 12,48,480
38 0 2,00,000 0 0 21,00,000 0 12,37,920
39 0 2,00,000 0 0 21,00,000 0 12,26,520
40 0 2,00,000 0 0 21,00,000 0 12,13,920
41 0 2,00,000 0 20,00,000 21,00,000 0 0

Notes: Annualized Premium excludes underwriting extra premium, frequency loadings on premiums, the premiums paid towards the riders, if any and Goods and Service Tax.

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

Place:
Date: Signature of Agent/ Intermediary/ Official Date: Signature of Prospect / Policyholder

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