--- title: One of the best Lumpsum Investment plans in UAE - Zurich Simple Wealth description: Zurich Simple Wealth. A low-cost lump-sum investment plan helping you grow wealth & achieve your financial goals. Start investing with just $15K . image: https://www.financialplanningindubai.com/hubfs/Zurich%20Simple%20Life%20-%20Keep%20it%20Simple.jpg --- [![Financial_Planning_in_Dubai_logo](https://www.financialplanningindubai.com/hs-fs/hubfs/Financial%20Planning%20in%20Dubai%20Logo_9090-2.png?width=90&height=90&name=Financial%20Planning%20in%20Dubai%20Logo_9090-2.png "Financial_Planning_in_Dubai_logo")](https://www.financialplanningindubai.com/?hsLang=en-gb) - [Home](https://financialplanningindubai.com/) - [Blog](https://www.financialplanningindubai.com/blog) - [Services](https://www.financialplanningindubai.com/services) - [Islamic Investments & Takaful Plans](https://www.financialplanningindubai.com/blog/salama-hyat-plus-takaful-plan) - [Medical Insurance](https://www.financialplanningindubai.com/blog/topic/medical-insurance) - [Free Resources](https://www.financialplanningindubai.com/free-finanical-tools) - Tools - Calculators - [S&P 500 Investment Calculator](https://financialplanningindubai.com/sp-500-investment-calculator/) - [Life Insurance Calculator](https://www.financialplanningindubai.com/life-insurance-calculator) - [SIP Calculator](https://financialplanningindubai.com/sip-calculator/) - [Lumpsum investment calculator](https://www.financialplanningindubai.com/lump-sum-investment-calculator) - [Inflation Calculator](https://www.financialplanningindubai.com/inflation-calculator-uae) - [Net-Worth Calculator](https://www.financialplanningindubai.com/blog/free-personal-balance-sheet-template-networth-statement) - [The Best Budget Planner for Expats](https://www.financialplanningindubai.com/expat-budget-planner) [Book A Discovery Call](https://www.financialplanningindubai.com/meetings/damodhar?hsLang=en-gb) # One of the best Lumpsum Investment plans in UAE - Zurich Simple Wealth ![Damodhar Mata](https://app.hubspot.com/settings/avatar/e63bc971ec29ebe6c012fd042c1a8215) [Damodhar Mata](https://www.financialplanningindubai.com/blog/author/money-mata-aka-damodhar-mata) 26 Nov 2017, 18:31:16 ###### [Investments,](https://www.financialplanningindubai.com/blog/topic/investments) [lump sum investing,](https://www.financialplanningindubai.com/blog/topic/lump-sum-investing) [Market Linked,](https://www.financialplanningindubai.com/blog/topic/market-linked) [Zurich International Life,](https://www.financialplanningindubai.com/blog/topic/zurich-international-life) [Zurich investments](https://www.financialplanningindubai.com/blog/topic/zurich-investments) Zurich Simple Wealth, as the name suggests is a simple & straightforward lump-sum investment plan helping you grow Wealth.  It is ideal for both beginners and seasoned investors looking to invest for short, medium, or long-term goals. ### Affordable Lumpsum Investment Plan It is also the most affordable lump sum investment offered by an insurance company in UAE. This plan has 3 unique features simplifying the investment process, without compromising on the possible returns from the investment. The following video gives you a brief idea of the simplicity and  effectiveness of the plan; #### The 3 unique features are as follows; #### 1. Low Initial Investment & Flexible Adhoc Investment You can start this plan with as low as $15,000 or AED 55,162.50 and add additional premiums of $1,500 or more as and when you prefer. #### 2. Robust Choice of Investment Funds  In todays' digital age, investment platforms are literally drowning you with overwhelming choice, making it difficult to build a portfolio for short, medium and, long-term goals. The Simple Wealth has a small but very robust choice of [Zurich](https://www.financialplanningindubai.com/blog/2017/05/15/zurich-insurance-dubai?hsLang=en-gb) Managed Funds to match your investment goals and risk appetite. ![Zurich Simple Wealth - Managed Funds.png](https://www.financialplanningindubai.com/hs-fs/hubfs/Zurich%20Simple%20Wealth%20-%20Managed%20Funds.png?t=1511705199140&width=700&name=Zurich%20Simple%20Wealth%20-%20Managed%20Funds.png)The following are the 5 funds you can choose from; Click the following links to download the investment guides  - [Making Investing Simple (1.28 MB/PDF)](https://www.financialplanningindubai.com/hubfs/MSP13749%20Zurich%20Simple%20Wealth%20Key%20Features%20Document.pdf) - [Zurich Collection Guide - Managed funds (1.33 MB/PDF)](https://www.zurich.ae/media/2076/msp16009-managed-funds-30-years-performance-619.pdf) #### 3. No Fixed Term or Contract - Stay Invested as long as you want. This is a plan with open maturity, you can remain invested in this plan for as long as you want, however, surrender charges apply during the first 3 years only. The surrender charges during the first 3 years are as follows; ![Zurich Simple Wealth - Surrender Charges](https://www.financialplanningindubai.com/hs-fs/hubfs/Screen%20Shot%202021-04-23%20at%2010.05.40%20PM.png?width=700&name=Screen%20Shot%202021-04-23%20at%2010.05.40%20PM.png) For more information about the Simple Wealth Plan download the Key Features  Document using the following link; - [Simple Wealth UAE key features document - English (435.6 KB/PDF)](https://www.financialplanningindubai.com/hubfs/simple-wealth-uae-key-features-documents-english-2020-10-15.pdf?hsLang=en-gb) ### Simple Wealth Zurich - Summary & Review - This plan is ideal for investors looking for a simple but effective investment strategy. - As the funds are managed by Zurich, there is no need for frequent review or rebalancing of the investment strategy(especially Bluechip, Performance & Adventurous) - The low initial investment($15,000) and ad-hoc additional investment(1,500) can be very helpful for investors who do not want to enter into a contract  - No surrender charges after 3 years, seals the deal by providing full access to your funds at the end of 3 years.  ### Independent & Professional Advice As a Qualified and independent financial advisor, I have more than ten years of experience in helping UAE residents make informed decisions with their money. I work with many insurance and investment providers; hence I can provide unbiased & expert advice. [Click here to Schedule a  Discovery Call](https://www.financialplanningindubai.com/meetings/damodhar?hsLang=en-gb)   ![Damodhar Mata](https://app.hubspot.com/settings/avatar/e63bc971ec29ebe6c012fd042c1a8215) [Damodhar Mata](https://www.financialplanningindubai.com/blog/author/money-mata-aka-damodhar-mata) Author, Blogger & Independent Financial Advisor. My goal is to give you actionable tools for creating passive income and building wealth. More than 10,000 expats have already used my ideas to jumpstart their journey towards financial independence. Connect with me to start yours... Share this article on [mailto:?subject=Check%20out%20One%20of%20the%20best%20Lumpsum%20Investment%20plans%20in%20UAE%20-%20Zurich%20Simple%20Wealth%20&body=Check%20out%20https://www.financialplanningindubai.com/blog/zurich-simple-wealth-review](mailto:?subject=Check%20out%20One%20of%20the%20best%20Lumpsum%20Investment%20plans%20in%20UAE%20-%20Zurich%20Simple%20Wealth%20&body=Check%20out%20https://www.financialplanningindubai.com/blog/zurich-simple-wealth-review) ##### Read more - [The Real C-Suite – The Only Title That Matters 🏆](https://www.financialplanningindubai.com/blog/breadwinner?hsLang=en-gb) - [The Wealth Secret 99% of Investors Ignore – Will You?](https://www.financialplanningindubai.com/blog/the-iceberg-of-investing?hsLang=en-gb) - [From Risk to Reward? The Shifting Case for China Investing](https://www.financialplanningindubai.com/blog/from-risk-to-reward-the-shifting-case-for-china-investing?hsLang=en-gb) ## Further Reading ###### [Index Funds,](https://www.financialplanningindubai.com/blog/topic/index-funds)[Vanguard](https://www.financialplanningindubai.com/blog/topic/vanguard) ##### [How to Invest Like John Bogle: Vanguard Index Funds in UAE](https://www.financialplanningindubai.com/blog/vanguard-mutual-funds-company?hsLang=en-gb) The Vanguard Story: A Revolution in Investing [Read More](https://www.financialplanningindubai.com/blog/vanguard-mutual-funds-company?hsLang=en-gb) [![5 Golden Rules for Successful Investing.](https://www.financialplanningindubai.com/hs-fs/hubfs/Stock%20images/Right%20direction%20of%20your%20business.%20Collage-1.jpeg?width=300&name=Right%20direction%20of%20your%20business.%20Collage-1.jpeg)](https://www.financialplanningindubai.com/blog/5-rules-for-successful-investing?hsLang=en-gb) ###### [Investments](https://www.financialplanningindubai.com/blog/topic/investments) ##### [5 Golden Rules for Successful Investing.](https://www.financialplanningindubai.com/blog/5-rules-for-successful-investing?hsLang=en-gb) ## Why Invest your Savings? Investing your savings helps you build wealth. It enables you to put your... [Read More](https://www.financialplanningindubai.com/blog/5-rules-for-successful-investing?hsLang=en-gb) [![The Wealth Secret 99% of Investors Ignore – Will You?](https://www.financialplanningindubai.com/hs-fs/hubfs/The%20Iceberg%20of%20Investing.%20%28800%20x%201600%20px%29.png?width=300&name=The%20Iceberg%20of%20Investing.%20%28800%20x%201600%20px%29.png)](https://www.financialplanningindubai.com/blog/the-iceberg-of-investing?hsLang=en-gb) ###### [investing,](https://www.financialplanningindubai.com/blog/topic/investing)[My Two Fils,](https://www.financialplanningindubai.com/blog/topic/my-two-fils)[Generational Wealth](https://www.financialplanningindubai.com/blog/topic/generational-wealth) ##### [The Wealth Secret 99% of Investors Ignore – Will You?](https://www.financialplanningindubai.com/blog/the-iceberg-of-investing?hsLang=en-gb) Most investors will never build real wealth. [Read More](https://www.financialplanningindubai.com/blog/the-iceberg-of-investing?hsLang=en-gb) *Damodhar Mata | Your Trusted Financial Advisor in Dubai* ![Damodhar Mata-7-2](https://www.financialplanningindubai.com/hs-fs/hubfs/Damodhar%20Mata-7-2.png?width=119&height=119&name=Damodhar%20Mata-7-2.png) *I can help you grow wealth, gain passive income, and achieve your goals faster and with ease. * **Top Pages** - [Home page](https://www.financialplanningindubai.com) - [Best Life Insurance](https://www.financialplanningindubai.com/best-life-insurance-dubai) - [Best Investment Plan](https://www.financialplanningindubai.com/blog/how-to-invest-in-uae) - [Retirement Planning in the UAE](https://www.financialplanningindubai.com/retirement-planning-in-uae) - [FIRE Early Retirement Guide](https://www.financialplanningindubai.com/blog/early-retirement-in-uae-fire-guide) - [Best Child Education Plan](https://www.financialplanningindubai.com/childrens-education-planning) **Top Blog Posts** - [Financial Planner or Financial Advisor?](https://www.financialplanningindubai.com/blog/financial-planner-or-financial-advisor) - [How to find the Best Financial Advisor](https://www.financialplanningindubai.com/blog/best-financial-advisor-uae) - [Win With Money Challenge](https://www.financialplanningindubai.com/blog/30-days-win-with-money-challenge) - [FIRE guide for expats](https://www.financialplanningindubai.com/blog/early-retirement-in-uae-fire-guide) - [Pay Yourself First](https://www.financialplanningindubai.com/blog/how-expats-in-uae-can-grow-wealth-using-pay-yourself-first-strategy) - [Google Reviews](https://www.financialplanningindubai.com/testimonials-financial-advisor-in-dubai) **Other pages** - [About us](https://www.financialplanningindubai.com/about-us) - [Testimonials](https://www.financialplanningindubai.com/testimonials-financial-advisor-in-dubai) - [Services](https://www.financialplanningindubai.com/services) - [Contact us](https://www.financialplanningindubai.com/contact-us) --- © 2024 Financial Planning in Dubai. 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