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Fortune Guarantee Plus vs Kotak Invest Maxima

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Fortune Guarantee Plus vs Kotak Invest Maxima

Fortune Guarantee Plus

Tata AIA Fortune Guarantee Plus by Tata AIA Life Insurance is an individual non-linked life insurance savings plan. It is designed to provide the dual benefits of financial security and guaranteed returns. This plan offers flexible premium payment options and a range of policy terms, starting from 5...

Kotak Invest Maxima

Kotak Invest Maxima, offered by Kotak Life Insurance, is a life insurance-cum-investment plan designed to provide financial security for your family and grow your wealth over time. This plan offers the flexibility to manage your funds independently or have them managed by financial experts. The Kota...

PLAN DETAILS

Fortune Guarantee Plus


Kotak Invest Maxima

Premium Including GST
Key Features
(Key features of the plan)
  • Guaranteed annual income
  • Joint life option
  • 2% online discount for women
  • Zero Premium Allocation Charges
  • Flexible Premium Pay
  • Partial Withdrawals
Plan Uniqueness
  • Guaranteed annual income
  • Joint life option
  • 2% online discount for women
  • Flexible Premium Pay
  • Survival Benefits
  • Tax Benefits
Plan Maturity age 77 years Maximum maturity age: 75 years
Premium payment term 1 to 12 years Same as the policy term
Plan Entry Age Minimum Age: 1 year, Maximum Age: 60 years Min entry age: 0 years. Max entry age: 65 years.
Sum assured No limit 5, 10 and 7 times of Annual premium
Premium payment frequency Annual, half-yearly, quarterly & monthly Monthly, Half-yearly, and Yearly
Plan Sample Premium - -
Plan Brochure Brochure URL Brochure URL
Policy tenure Minimum: 5 years, Maximum: 17 years 10,15,20,25 and 30 years
Claim Settlement Ratio (2024-25) Minimum Age - 0 year Minimum Age - 5 year

Know More About Plans

Tata AIA Fortune Guarantee Plus by Tata AIA Life Insurance is an individual non-linked life insurance savings plan. It is designed to provide the dual benefits of financial security and guaranteed returns. This plan offers flexible premium payment options and a range of policy terms, starting from 5 to 17 years, allowing you to customize the plan to fulfill your unique needs.

Tata Fortune Guarantee Plus offers two different plan options, giving you the flexibility to choose between regular income or regular income with built-in critical illness benefits. In short, Tata AIA Fortune Guarantee Plus is ideal for individuals looking to secure their family's future while enjoying the peace of mind that comes with guaranteed returns.

Tata AIA Fortune Guarantee Plus Plan offers you a range of benefits including:

  • Flexibility to choose an income period
  • Get a return of premium at the end of the income period
  • Choice to receive income – monthly or yearly
  • Cash bonuses
  • Option of joint life cover

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