UBL Wealth Builder Plan

Our Smart Investment Plans make saving for your future goals easy by allowing you to invest a sum of money on a regular basis.

Just start early, invest regularly and grow wealthy.

About the plan

UBL Wealth Builder Plan helps you grow your savings by allowing you to invest a sum of money in UBL Stock Advantage Fund and UBL Government Securities Fund on a regular basis. With time, your balance in the plan will grow large enough to help you meet your goals with ease.

The plan offers a choice between 4 investment options you can select from:

  • Aggressive Option

75% of your money will be invested in UBL Stock Advantage Fund and while 25% will be invested in UBL Government Securities Fund.

  • Moderate Option

50% of your money will be invested in UBL Stock Advantage Fund and while 50% will be invested in UBL Government Securities Fund.

  • Conservative Option

25% of your money will be invested in UBL Stock Advantage Fund and while 75% will be invested in UBL Government Securities Fund.

  • Customized Option

You can define your own allocations in underlying funds (UBL Stock Advantage Fund, UBL Gold Fund, UBL Government Securities Fund) from 0% to 100%.

Features & Benefits

  • Minimum investment: Rs. 20,000 only
  • Minimum subsequent investment: Rs. 2000 only
  • Easy access to your money
  • No charges on withdrawal