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ABSLI Akshaya Plan: Review (2023) – Is it Good or Bad?

by Holistic Leave a Comment | Filed Under: Insurance

Listen to this article


Do you want to create a secure future & comfortable lifestyle? With the rising expense & life uncertainties, it is important to have insurance coverage & an investment plan to achieve future milestones.

ABSLI Akshaya Plan provides comprehensive health coverage along with a regular source of income.

Will this plan help to meet the rising expense or your growing needs?

Let us analyse the features & the working of this policy.

Table of Contents:

1.) An overview of ABSLI Akshaya Plan

2.) Feature of ABSLI Akshaya Plan

3.) Eligibility Criteria of ABSLI Akshaya Plan

4.) Benefits under ABSLI Akshaya Plan

5.) How to Cancel/Surrender ABSLI Akshaya Plan?

6.) Advantages of ABSLI Akshaya Plan

7.) Disadvantages of ABSLI Akshaya Plan

8.) Research Methodology on ABSLI Akshaya Plan

9.) Benefit Illustration Analysis of ABSLI Akshaya Plan

10.) ABSLI Akshaya Plan vs. Other Investments

11.) Final Verdict on ABSLI Akshaya Plan

An overview of ABSLI Akshaya Plan

ABSLI Akshaya Plan is a non-linked participating, savings life insurance plan which offers life protection up to the age of 100 years. It provides the benefit of a comprehensive life insurance cover along with a regular source of income to ensure the fulfilment of your family’s growing needs. The cash bonus (if declared) can be received as pay-outs or allowed to accumulate. 

Feature of ABSLI Akshaya Plan

  • Comprehensive life cover is available till the age of 100.
  • Premium paying terms & policy terms can be chosen as per requirement.
  • Two benefit options to choose from: Long Term income or Whole life income (till 100 or 85)
  • The cash bonus can be received annually or allowed to accumulate till the maturity of the policy.
  • Rider options will enhance the life cover at an extra cost.

Eligibility Criteria of ABSLI Akshaya Plan:

Benefit Option 1. Long-Term Income 2. Whole Life Income
Once chosen at inception can’t be changed.
Premium Paying term 6 /8 /10 /12 / 15 Years
Policy term Lifelong income option: 25 / 30 / 35 / 40 Years
Whole Life income: Till the age of 100 or 85 years
Premium paying Mode Annual / Semi-Annual / Quarterly / Monthly
  Minimum Maximum
Age at Entry 30 days 55 Years
Maturity Age 18 Lifelong income: 84 years
Whole life income: 100 or 85 years
Annualised premium 24,000 No Limit
Sum Assured 1,54,560 No Limit
Premium Band Premium Bands Annualised premium
Band 1 24,000 – 49,999
Band 2 50,000 – 99,999
Band 3 1,00,000 – 1,99,999
Band 4 2,00,000 – 2,99,999
Band 5 3,00,000 – 4,99,000
Band 6 5,00,000 +

Benefits under ABSLI Akshaya Plan

Bonus:

Cash Bonus:

The cash bonus rate is declared as per 1000 sum assured on 1st July every year. It is payable at the end of the policy year starting from the first year till maturity provided all premiums have been paid. It is received at chosen frequency – Annual, Semi-annual, Quarterly or Monthly. There is flexibility to defer the declared Cash Bonus and accrue them. The deferred cash bonus can be withdrawn at the time of termination of the policy or it can be withdrawn at any time during the policy term.

Interim Bonus:

Interim Bonus (if declared) may be payable, in case of death of the Life Insured, surrender, survival or maturity happens before the latest declared bonus rates would have come into effect.

Terminal Bonus:

If declared, the terminal bonus may be paid out before the life insured’s death, surrender, or maturity.

Death Benefit:

In the event of the death of the Life Insured during the Policy Term, provided that the Policy is in force the following benefits are given to your nominee(s):

  • Sum Assured on Death; and,
  • Accumulated Cash Bonus (if declared); and, 
  • Terminal Bonus (if declared)

Sum Assured on Death shall be defined as higher of the following: 

  • Sum Assured 
  • 11 times the Annualized Premium 
  • 105% of Total Premiums paid till the date of death

Maturity Benefit:

On survival of the Life Insured till the end of the Policy Term provided the Policy is in force the following will be payable: 

  • Sum Assured on Death; and,
  • Accumulated Cash Bonus (if declared); and, 
  • Terminal Bonus (if declared)

Other Benefits

Riders:

ABSLI Accidental Death Benefit Rider Plus (UIN: 109B023V02)

ABSLI Critical Illness Rider (UIN: 109B019V03)

ABSLI Surgical Care Rider (UIN: 109B015V03)

ABSLI Hospital Care Rider (UIN: 109B016V03)

ABSLI Waiver of Premium Rider (UIN:109B017V03)

Policy Loan:

A loan against the policy is allowed once it has acquired a Surrender Value. The minimum loan amount is Rs. 5,000 and the maximum is 80% of the then applicable Surrender Value less any outstanding policy loan plus all accrued but unpaid loan interest as of that date.

Benefits for higher premium bands:

For higher premium bands, an additional cash bonus (% of Annualized Premium) shall be provided. 

The grace period, Revival, Discontinuance

Grace period:

A Grace Period of 30 (thirty) days from the premium due date & 15 (fifteen) days in case of Monthly mode) for payment of each premium will be allowed.

Revival:

Revival of policy is allowed within a revival period of five years from the due date of the first unpaid premium. 

Discontinuance:

Discontinuance of Payment of Premium before the policy has acquired Surrender Value:

On the expiry of the grace period, the Policy shall lapse w.e.f. the due date of unpaid premium and all benefits under the policy, including the insurance cover, shall cease and no benefits shall be payable. There is an option to revive within the revival period of 5 Years.

Discontinuance of Payment of Premium after the policy has acquired Surrender Value -On the expiry of the grace period, the policy shall become a Reduced Paid-Up (RPU) policy. 

How to Cancel/Surrender ABSLI Akshaya Plan?

Free Look Period

In case you are not satisfied with the terms & conditions of your policy, you have the right to return your policy within 15 days from the date of policy purchase and it will be 30 days in the case of electronic policies.

Surrender

The policy will acquire a Surrender Value after all due premiums for at least the first two full policy years are paid. The policy can be surrendered at any time during the Policy Term once the policy has acquired a Surrender Value.

Advantages of ABSLI Akshaya Plan:

  • The policy term & life cover can be chosen based on the requirement.
  • The cash bonus accrual option helps to reap the benefit of compounding.
  • A loan facility ensures liquidity.
  • Flexibility in choosing the frequency of premium payment & cash bonus receipt.

The disadvantage of the ABSLI Akshaya Plan:

  • The benefit option & cash bonus option chosen at the inception can’t be altered.
  • All bonuses – Cash, Interim & Terminal are not guaranteed.
  • The lock-in period is 2 years for loan & surrender.

Research Methodology on ABSLI Akshaya Plan:

From the beginning, we have seen all the key points that we need to know about ABSLI Akshaya Plan. Yet, these details are not enough for us to decide whether this plan is suitable for us or not. 

So now, we are going to take this analysis to the next level to see how much IRR we can get from this plan.

At this level, first, we are going to use ABSLI Akshaya Plan online calculator to calculate the IRR.

Then, we are going to use the same value to calculate how much IRR we can get from other investments.

Later, we can simply compare the results to see whether ABSLI Akshaya Plan gives us a better result or not.

Benefit Illustration Analysis of ABSLI Akshaya Plan:

Let us understand the cash flow of the policy with the following benefit illustration.

Male 35 years
Benefit option Long term Income
Policy term 30 years
Premium Paying term 10 Years
Sum Assured 11,04,000
Annualised premium Rs. 1 Lakh
Cash bonus frequency Annal
    At 4% p.a. At 8% p.a.
Age  Year Annualised premium / Maturity benefit Death benefit Annualised premium / Maturity benefit Death benefit
35 1 -1,00,000 11,04,000 -1,00,000 11,04,000
36 2 -82,446 11,04,000 -62,685 11,04,000
37 3 -82,446 11,04,000 -62,685 11,04,000
38 4 -82,446 11,04,000 -62,685 11,04,000
39 5 -82,446 11,04,000 -62,685 11,04,000
40 6 -82,446 11,04,000 -62,685 11,04,000
41 7 -82,446 11,04,000 -62,685 11,04,000
42 8 -82,446 11,04,000 -62,685 11,04,000
43 9 -82,446 11,04,000 -62,685 11,04,000
44 10 -82,446 11,04,000 -62,685 11,04,000
45 11 17,554 11,04,000 37,315 11,04,000
46 12 17,554 11,04,000 37,315 11,04,000
47 13 17,554 11,04,000 37,315 11,04,000
48 14 17,554 11,04,000 37,315 11,04,000
49 15 17,554 11,04,000 37,315 11,04,000
50 16 17,554 11,04,000 37,315 11,04,000
51 17 17,554 11,04,000 37,315 11,04,000
52 18 17,554 11,04,000 37,315 11,04,000
53 19 17,554 11,04,000 37,315 11,04,000
54 20 17,554 11,04,000 37,315 11,04,000
55 21 17,554 11,04,000 37,315 11,04,000
56 22 17,554 11,04,000 37,315 11,04,000
57 23 17,554 11,04,000 37,315 11,04,000
58 24 17,554 11,04,000 37,315 11,04,000
59 25 17,554 11,04,000 37,315 11,04,000
60 26 17,554 11,04,000 37,315 11,04,000
61 27 17,554 11,04,000 37,315 11,04,000
62 28 17,554 11,04,000 37,315 11,04,000
63 29 17,554 11,04,000 37,315 11,04,000
64 30 17,554 11,04,000 37,315 11,04,000
65 31 11,87,794   14,17,315  
           
  IRR 2.67%   5.73%  

Assumed investment return rates: 4% p.a. and 8% p.a. Here the investment returns are not guaranteed. They do not represent the maximum or minimum amount you could be reimbursed because the value of your policy is based on a variety of variables, including future investment performance.

With the given cash bonus rate, the IRR works out to be 2.67 (for 4%) & 5.73% (for 8%). These are not guaranteed. The policy term is 30 years. There is a cash payout during this period. The policyholder might tend to spend the cash bonus for discretionary expenses as this amount may not suffice to meet the short-term goals. The IRR of the ABSLI Akshaya plan is not an inflation-beating return.

ABSLI Akshaya Plan vs. Other Investments:

One of the best ways to beat inflation is to invest in asset classes whose return outpace the rate of inflation. In the above illustration, the IRR is below the inflation rate. There are better investment options which have a risk-adjusted return in the market. These investments will help to achieve your goals.

ABSLI Akshaya Plan Vs. ELSS 

Investors can protect their savings from the threat of inflation by investing in high-yielding instruments. Investing in an ELSS mutual fund earns better returns and also has tax benefits. Similar to the illustration above let us assume an annual cash flow of Rs. 1 lakh. This amount is split & invested in Term insurance for life cover & ELSS for investment.

Pure-term insurance:  
Sum Assured 11 lakhs
Tenure 30 years
Premium paying term 10 Years
Annual premium 15000
ELSS investment 85000
Total Annual cash outflow Rs. 1 lakh

 

    ABSLI Akshaya plan – At 8% p.a. Term insurance + ELSS
Age  Year Annualised premium / Maturity benefit Death benefit Term Insurance premium + ELSS Death benefit
35 1 -1,00,000 11,04,000 -1,00,000 11,04,000
36 2 -62,685 11,04,000 -62,685 11,04,000
37 3 -62,685 11,04,000 -62,685 11,04,000
38 4 -62,685 11,04,000 -62,685 11,04,000
39 5 -62,685 11,04,000 -62,685 11,04,000
40 6 -62,685 11,04,000 -62,685 11,04,000
41 7 -62,685 11,04,000 -62,685 11,04,000
42 8 -62,685 11,04,000 -62,685 11,04,000
43 9 -62,685 11,04,000 -62,685 11,04,000
44 10 -62,685 11,04,000 -62,685 11,04,000
45 11 37,315 11,04,000 37,315 11,04,000
46 12 37,315 11,04,000 37,315 11,04,000
47 13 37,315 11,04,000 37,315 11,04,000
48 14 37,315 11,04,000 37,315 11,04,000
49 15 37,315 11,04,000 37,315 11,04,000
50 16 37,315 11,04,000 37,315 11,04,000
51 17 37,315 11,04,000 37,315 11,04,000
52 18 37,315 11,04,000 37,315 11,04,000
53 19 37,315 11,04,000 37,315 11,04,000
54 20 37,315 11,04,000 37,315 11,04,000
55 21 37,315 11,04,000 37,315 11,04,000
56 22 37,315 11,04,000 37,315 11,04,000
57 23 37,315 11,04,000 37,315 11,04,000
58 24 37,315 11,04,000 37,315 11,04,000
59 25 37,315 11,04,000 37,315 11,04,000
60 26 37,315 11,04,000 37,315 11,04,000
61 27 37,315 11,04,000 37,315 11,04,000
62 28 37,315 11,04,000 37,315 11,04,000
63 29 37,315 11,04,000 37,315 11,04,000
64 30 37,315 11,04,000 37,315 11,04,000
65 31 14,17,315   71,47,465  
           
  IRR 5.73%   10.79%  

After paying a premium of Rs.15 K for a pure term, the balance amount of Rs. 85K is invested in ELSS in the first 10 years. In the ABSLI Akshaya plan, a Cash bonus is receivable at the end of every policy year. 

Similarly, under ELSS also annual withdrawal is assumed. The IRR for the ELSS investment works out to be 10.79%. This shows that investing in an Equity mutual fund can beat inflation in the long run. 

Final Verdict on ABSLI Akshaya Plan:

ABSLI Akshaya plan has a cash bonus in the form of payouts. This will help to meet only short-term goals or any big-shot annual expenses. They are not guaranteed. It is payable only based on the year-on-year declaration. This will not help to meet any important life goals. And the IRR is also not high yielding.

An investment should allow your savings to grow faster or at least at the same rate of inflation. Otherwise, savings will not be enough to fulfil your dreams. 

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Jey S
Jey S
24. September, 2021.
I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.
aksaswadkar
aksaswadkar
24. September, 2021.
I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.
Lionel Faber
Lionel Faber
16. September, 2021.
I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.
Sridhar
Sridhar
8. September, 2021.
Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.
Nitesh Agrawal
Nitesh Agrawal
6. September, 2021.
I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)
Swetha Vasanth
Swetha Vasanth
6. September, 2021.
This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.
Joseph Mathias
Joseph Mathias
6. September, 2021.
I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.
Srinvas Kannan
Srinvas Kannan
30. July, 2021.
I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.
Shivaram Andiappan Selvaraj
Shivaram Andiappan Selvaraj
3. July, 2021.
I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.
Nellai B
Nellai B
26. June, 2021.
I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.
Google rating score: 4.4 of 5,
based on 61 reviews

Google Reviews

Jey S
Jey S
24. September, 2021.
I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.
aksaswadkar
aksaswadkar
24. September, 2021.
I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.
Lionel Faber
Lionel Faber
16. September, 2021.
I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.
Sridhar
Sridhar
8. September, 2021.
Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.
Nitesh Agrawal
Nitesh Agrawal
6. September, 2021.
I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)
Swetha Vasanth
Swetha Vasanth
6. September, 2021.
This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.
Joseph Mathias
Joseph Mathias
6. September, 2021.
I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.
Srinvas Kannan
Srinvas Kannan
30. July, 2021.
I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.
Shivaram Andiappan Selvaraj
Shivaram Andiappan Selvaraj
3. July, 2021.
I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.
Nellai B
Nellai B
26. June, 2021.
I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.
Google rating score: 4.4 of 5,
based on 61 reviews

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