Money Back Plans

A savings plan where the insurer returns a fixed percentage of your coverage amount in cash drops every few years to fund intermediate life goals.

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What are Money Back Plans?

Instead of waiting until maturity, you receive periodic survival benefits throughout the policy term.

Useful when you want liquidity at regular intervals plus life cover.

Deliverables:

01/

Client-centric

Every recommendation begins with your goals, not a product brochure.

02/

Expert analysis

25+ years across insurance, mutual funds and corporate benefits.

03/

100% claim success

End-to-end claim support — from cashless to final settlement.

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Let’s Plan Your
Financial Journey, Thoughtfully

Every individual and family is different. We help you make financial decisions based on your life stage, responsibilities, and long-term goals — not generic advice.

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By subscribing you agree to our Privacy Policy  and provide consent to receive updates from Elite.

Schedule a Personal Conversation

ADDRESS

M: +91 9321756747 ,9619453754, 9167456546

E: support@chintanmshah.com

21- 26, Mhatre Plaza c H S, Dahanukar Wadi , M G rd, Kandivali West Mumbai 400067.

Copyright © 2026 Chintan M. Shah. All rights reserved.

Financial Advisory Services since 1999.

Design by OCTOGRAM.IO

Get started

Let’s Plan Your
Financial Journey, Thoughtfully

Every individual and family is different. We help you make financial decisions based on your life stage, responsibilities, and long-term goals — not generic advice.

Sign up for updates
By subscribing you agree to our Privacy Policy and provide consent to receive updates from Elite.

Schedule a Personal Conversation

ADDRESS

M: +91 9321756747 ,9619453754, 9167456546

E: support@chintanmshah.com

21- 26, Mhatre Plaza c H S, Dahanukar Wadi , M G rd, Kandivali West Mumbai 400067.

Copyright © 2026 Chintan M. Shah. All rights reserved.

Financial Advisory Services since 1999.

Design by OCTOGRAM.IO

Get started

Let’s Plan Your
Financial Journey, Thoughtfully

Every individual and family is different. We help you make financial decisions based on your life stage, responsibilities, and long-term goals — not generic advice.

Sign up for updates

By subscribing you agree to our Privacy Policy  and provide consent to receive updates from Elite.

Schedule a Personal Conversation

ADDRESS

M: +91 9321756747 ,9619453754, 9167456546

E: support@chintanmshah.com

21- 26, Mhatre Plaza c H S, Dahanukar Wadi , M G rd, Kandivali West Mumbai 400067.

Copyright © 2026 Chintan M. Shah. All rights reserved.

Financial Advisory Services since 1999.

Design by OCTOGRAM.IO