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Do you desire to achieve the best of everything for your family & for yourself? No goal is unachievable if planned right, whether it is saving for a dream house, new car, family vacation or anything else. Based on your income and expenses, financial planning allows you to save regularly and invest your savings smartly to earn attractive returns so your wealth grows with time to meet your goals.
Don’t know where to start? “NBP Aitemaad Wealth Plan” is your perfect solution which helps you to save regularly and invest smartly. You can turn your dreams into reality by investing your savings in our plans to grow your wealth.
|Value of your Savings Over Time (At 10% Profit P.A.)|
|Monthly Savings||After 10 Years||After 15 Years||After 20 Years|
|Rs. 25 Hazar||Rs. 50 Lac||Rs. 1 Crore||Rs. 1.8 Crore|
|Rs. 50 Hazar||Rs. 1 Crore||Rs. 2 Crore||Rs. 3.6 Crore|
|Rs. 1 Lac||Rs. 2 Crore||Rs. 4 Crore||Rs. 7.2 Crore|
|Nature of Plan||Open-end Shariah Compliant Savings Plan|
|Initial Investment||Rs. 100,000|
|Regular Investment||Minimum of Rs. 5,000|
|Investment Frequency||Monthly, Quarterly, Bi-annual or Annual|
|Front End Load||3%|
|Plan Tenure Options||Based on your needs|
|Early Withdrawal||Any time without any penalty|
|Built-in Takaful Feature***|
|Takaful Coverage||Life and accidental death coverage|
|Sum Covered||Net investment value or a maximum of Rs. 5 million|
|Applicable Premium Rates & Coverage||0.015% per month.|
|Eligibility for Takaful||Min age of 18 years or max age of 65 years|
|Minimum Investment Value for Eligibility||Rs. 80,000|
|Takaful Operator||Jubilee Family Takaful|
|Saving Plans||Objective||Underlying Investment****||Last 9 Year Performance of underlying funds*|
|NRFSF||NISIF||Annualized||Value Of Rs 10 Lacs|
|NAFA Islamic Surmaya Tahaffuz Plan (NISTP)||Preservation of Capital||100%||0%||7.5%||19.1 Lacs|
|NAFA Islamic Mutawazan Surmaya Plan (NIMSP)||Balanced Growth||50%||50%||10.8%||25.2 Lacs|
|NAFA Islamic Surmaya Izafa Plan (NISIP)||Capital Growth||0%||100%||13.5%||31.3 Lacs|
****NRFSF: NBP RIBA FREE SAVINGS FUND (Formerly NAFA RIBA FREE SAVINGS FUND); NISIF: NBP ISLAMIC SARMAYA IZAFA FUND (Formerly; NAFA Islamic Asset Allocation Fund); Note: Performance shown is of the underlying funds as on July 31, 2020, based on dividend reinvestment gross of withholding Taxes, excluding cost of front-end load. The performance reported is net of Management Fee, Takaful premium, and all other expenses. Taxes apply as per current income tax law.
* Performance of underlying fund ending July 31, 2020. **Tax credit available as per section 62 of the Income Tax Ordinance, 2001. ***Terms and condition apply. All investment in mutual funds/plans is subject to market risk. Past performance is not necessarily indicative of future results. Please read the Offering Documents to understand the investment policies and the risks involved. The underlying scheme holds certain non-compliant investments. Before making any investments decision, investors should review the latest monthly Fund Manager Report and Financial Statements. NBP Funds will play a facilitating role by assisting the covered or the nominee in claim processing. However, the investor will be responsible to directly settle the claims/liabilities, if any, under this arrangement with the takaful company without any obligation on the part of the Management Company, Trustee and Funds/Plans.