Chandra Bhushan Prasad
Pension / annuity

Jeevan Akshay

Immediate annuity for income starting right away.

Who it's for

Retirees who want income to begin immediately after a lump sum investment.

Key features

  • Annuity payments start within a year of purchase
  • Multiple annuity options including joint life
  • One-time single premium

How this might come together

Illustrative examples — not real clients or guaranteed outcomes.

A retired couple in their late 50s

Recently retired with a lump sum from a provident fund, wanted predictable monthly income.

What they needed

A steady income stream, with some room for the rest of the corpus to keep growing.

Jeevan AkshayHDFC Balanced Advantage Fund

Outcome

Set up an immediate annuity for predictable income and kept part of the corpus invested for further growth.

Want to know if this plan fits you?

Talk to your advisor for a personalised recommendation — no obligation.

Talk to advisor about this plan

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