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Kotak Ace Investment Plan vs Indiafirst Life Money Balance Plan

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Kotak Ace Investment Plan vs Indiafirst Life Money Balance Plan

Kotak Ace Investment Plan

Kotak Ace Investment Plan is a ULIP (Unit Linked Insurance Plan). This plan offers a lump sum in case of your unfortunate demise and maturity benefits if you outlive the policy tenure. Three investment strategies are available for a policyholder: self-managed, age-based, and systematic switching. Th...

Indiafirst Life Money Balance Plan

IndiaFirst Life Money Balance plan offers investment plan and dual benefits- a life cover to protect your family financially and market-linked returns on your invested amount. IndiaFirst Life Money Balance Plan offers you a range of benefits including: Flexibility of partial withdrawal Expert...

PLAN DETAILS

Kotak Ace Investment Plan


Indiafirst Life Money Balance Plan

Premium Including GST
Key Features
(Key features of the plan)
  • Top-up premiums
  • Choice of life cover
  • Enhancing options to choose from
  • Wealth creation plan
  • Market-linked returns
  • Multiple fund options
Plan Uniqueness
  • Top-up premiums
  • Enhancing options
  • Choice of life cover
  • Wealth creation plan
  • Market-linked returns
  • Multiple fund options
Plan Maturity age Maximum maturity age: 75 years Maximum Maturity Age - 75 years
Premium payment term 15/20/25/30 years 5,7 years or equal to the policy tenure
Plan Entry Age Minimum entry age: 0 years Maximum entry age: 65 years Minimum Age - 5 year Maximum Age - 18 years
Sum assured Higher of 10 times AP 25 times the annualized premium
Premium payment frequency Monthly, Quarterly, Half- yearly and Yearly Annual, half-yearly, quarterly & monthly
Plan Sample Premium - -
Plan Brochure Brochure URL Brochure URL
Policy tenure 10/ 15/ 20/25/30 years Minimum term - 5 years Maximum term - 70 years
Claim Settlement Ratio (2024-25) Minimum Age - 5 year Minimum Age - 5 year

Know More About Plans

Kotak Ace Investment Plan is a ULIP (Unit Linked Insurance Plan). This plan offers a lump sum in case of your unfortunate demise and maturity benefits if you outlive the policy tenure.

Three investment strategies are available for a policyholder: self-managed, age-based, and systematic switching. This article provides you with complete details regarding Kotak Ace Investment Plan including its features, benefits, eligibility criteria, buying options, etc.

Kotak Ace Investment Plan is a unique life insurance plan. We will read the plan in detail in the section below for more clarity and better understanding.

Kotak Ace Investment Plan offers you a range of benefits including:

why-choose
  • Multiple investment strategies 
  • Tax Benefits
  • Death benefit
  • Partial withdrawals 
  • Enhancing options
  • Maturity benefits 

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