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.
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;
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.
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 Managed Funds to match your investment goals and risk appetite.
Click the following links to download the investment guides
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;
For more information about the Simple Wealth Plan download the Key Features Document using the following link;
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.