Kotak Mahindra Investment Plans

Kotak Mahindra Investment Plans

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Kotak Mahindra Investment Plans In India

Kotak Life Insurance is one of the fastest growing insurance companies in India, covering over 19 million lives nationwide. The company deals in world-class Indian financial services with technology and best practices benchmarked along international lines. It satisfies customers with effective insurance products. By providing quality products, services, advice sustainable value, and ensure our customers receive excellent solutions to meet their needs. The dealings are characterized by the highest levels of trust and honesty.

Kotak life Savings & Investment Plans

Kotak Mahindra Old Mutual Life Insurance Limited (a subsidiary of Kotak Mahindra Bank) is one of the fastest growing insurance companies in India, covering over 19 million lives nationwide.

Life is uncertain – but it is not worth spending time wondering about what could be in store. Kotak Life Insurance offers you a range of Savings & Investment Plans that makes sure your money does all the hard work, so that you get the opportunity to celebrate and live life to the fullest.

Types Of Kotak Mahindra Investment Plans

Kotak Invest Maxima

It is an investment oriented unit-linked life insurance plan with maximum premium allocation and a Systematic Switching Strategy that allows you to enter the equity market in a systematic manner.

Kotak Single Invest Advantage

This unit linked insurance plan that is coupled with easy liquidity and investment strategies to suit your investment objectives, this plan ensures that your investments work for you and not vice versa.

Kotak Wealth Insurance

This plan allows you to build a corpus of money by regularly investing in the funds of your choice while ensuring that your family is well protected through a comprehensive life cover.

Kotak Gramin Bima Yojana

This plan comes out with the option of one time premium – Single Pay makes the plan more convenient. This product will cater to the needs of rural and social sector customers.

Kotak Sampoorn Bima Micro Insurance Plan

It is a single premium insurance plan with fixed term of 5 years meant for catering to the needs of low income customer.

Kotak Single Invest Plus

The plan coupled with a joint life protection cover, loyalty additions and by offering a wide array of funds ensures that your investments work for you and not the vice versa.

Kotak Classic Endowment Plan

It is a long term protection cum savings plan that offers protection benefit while earning Bonuses during the policy term. It offers protection upto age 75 years with this participating endowment plan.

Kotak Premier Endowment Plan

This plan offers a corpus for your dreams through continued bonuses. It has Guaranteed Additions in the first 5 policy years.

Kotak Assured Income Plan

This plan guarantees you an additional income every year for fixed 15 years. Premium Payment Mode: Yearly, Half yearly, Quarterly, Monthly

Kotak Assured Savings Plan

The Kotak Assured Savings Plan enables you to accumulate wealth and strengthens your finances for the future. It not only offers you affordable protection, but also helps accumulate enough wealth to help achieve your financial goals through guaranteed benefits.

Kotak Assured Income Accelerator

It offers a unique way to get risk free returns. It ensures that you get Guaranteed Income every year on the same amount of savings and that your guaranteed income increases year on year.

Kotak Premier Moneyback Plan

It is a limited pay plan that provides lump sum payouts at regular intervals to meet your interim financial requirements and allows you to offer the best to your family.

Kotak Premier Income Plan

It provides guaranteed annual income immediately after the premium payment term to provide you with an additional annual income. It also gives accrued bonuses at the end of the policy term in a lump sum, while providing life cover throughout the policy term.

Kotak Guaranteed Savings Plan

A savings and protection oriented plan that provides ‘Guaranteed’ benefits. It allows you to enhanced protection with the help of optional riders.

Kotak Platinum Plan

It is an investment plan with nominal charges that you can customize as per your goals and requirements. With an unmatched combination of three investment strategies and flexibilities, it gives you complete control over your investments.

Kotak Premier Life Plan

It is a limited premium paying participating whole life plan, where you can choose to receive bonus payouts even after premium payment term expires.

Kotak Ace Investment

This plans allows you to accumulate wealth and offer an adequate life cover. It comes out with convenient payment options.

Kotak SmartLife Plan

A limited pay participating endowment plan that comes out with option either to receive cash bonus payouts every year right from the end of 1st policy year onwards to take care of interim financial requirements or utilize such cash bonuses for accumulating and creating a corpus to fulfill bigger goals and plan for a stress-free life.


What's the distinction between switching and future premium allocation?

Switching means transferring finances from one fund to any other. Switching can be achieved for existing units most effective. Future premium Allocation is for allocation of devices for future premiums.