Tata AIA has garnered significant attention from investors with its consistent delivery of superior investment opportunities. Boasting a track record of outperforming benchmarks, Tata AIA’s suite of 8 Unit Linked Products has proven to be a lucrative choice for those seeking to build wealth.According to recent data, Tata AIA’s funds have consistently surpassed benchmarks, with 95.25% of its rated Assets Under Management (AUM) achieving either a 4-star or 5-star rating by Morningstar Ratings*, as of January 31st, 2024. With a total AUM of INR 96,532 Cr as of 29th February’24, the company’s investment offerings have attracted considerable attention from investors.
Commenting on the impressive performance, Harshad Patil, Executive Vice President and Chief Investment Officer (CIO) of Tata AIA, emphasized the company’s commitment to delivering top-notch investment opportunities coupled with financial security for policyholders. He stated, “At Tata AIA, we are committed to offer best-in-class and highly rated investment opportunities to our consumers, coupled with financial security for their loved ones.”Tata AIA’s investment philosophy revolves around delivering superior, consistent, and risk-adjusted long-term returns to policyholders. The company adopts a bottom-up stock-picking strategy backed by a well-defined research process, ensuring resilience against market cycles.
Moreover, Tata AIA has introduced innovative solutions such as Investment Linked Plans under the Param Rakshak (PR) series, enabling consumers to access market-linked plans with enhanced protection covers. These solutions, including PR Pro and PR Elite, offer a wide range of premium payment and payout terms, catering to diverse investment needs.In addition to investment opportunities, Tata AIA also offers unique solutions like Pro-Fit, enabling investors to prepare for future health-related expenses while generating wealth through market-linked investments. Furthermore, the company’s Health & Wellness proposition, featuring the globally renowned Vitality platform, incentivizes policyholders to adopt healthy lifestyles while enjoying discounts on their premium amounts.
