Kotak E Invest Plan
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Lic

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Kotak E Invest Plan vs Lic

Kotak E Invest Plan

Kotak e-Invest Plan is a ULIP (Unit Linked Insurance Plan) that offers you dual benefits- financial security to your loved ones in your absence and maturity amount if you outlive the policy term. This investment plan offers you yearly additions starting from the 6th policy year. This plan can be ide...

Lic

Jeevan Akshay- VII (Table No. 857) is a single premium, non-linked, and non-participating immediate annuity plan. It pays annuity or pension to the policyholder on annuity age. The annuity plan also allows joint life cover. The plan provides annuity payments of a stated amount throughout the lifetim...

PLAN DETAILS

Kotak E Invest Plan


Lic

Premium Including GST
Key Features
(Key features of the plan)
  • Multiple plan option
  • Partial withdrawals
  • Enhancing options
  • Affordable Premiums
  • Tax Benefits
  • Flexible Policy Tenure
Plan Uniqueness
  • Multiple plan options
  • Tax benefits
  • Rider benefits
  • Annuity Options
  • Loan Facility
  • Guaranteed Annuity Rates
Plan Maturity age Maximum maturity age: 99 years Maximum Maturity Age - Whole life
Premium payment term 10 to 60- Age at Entry or 5/ 7/ 10 years -
Plan Entry Age Minimum entry age: 3 years Maximum entry age: 60 years Minimum Age - 25 years Maximum Age - 100 years
Sum assured 10 Times Annual Premium Rs 1 lakhs to No limit
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 99- Age of life insured Minimum term - 5 years Maximum term - Whole life
Claim Settlement Ratio (2023-24) Minimum Age - 5 year 98.62

Know More About Plans

Overview

Kotak e-Invest Plan is a ULIP (Unit Linked Insurance Plan) that offers you dual benefits- financial security to your loved ones in your absence and maturity amount if you outlive the policy term. This investment plan offers you yearly additions starting from the 6th policy year.

This plan can be ideal if you want dual benefits under a single policy. This article provides you with complete Kotak Life e-Invest information, including its features, benefits, eligibility criteria, buying process, etc. 

Kotak e-Invest 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 e-Invest Plan offers you a range of benefits including:

why-choose
  • Plan options 
  • Tax Benefits
  • Death benefit
  • Partial withdrawals 
  • Dual investment strategies
  • Maturity benefits 

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Bijender Singh

Reviewed By: Bijender Singh

With 9 years of progressive experience in the insurance industry, including 7 years at Policy X, I have honed my expertise in Life and Health Insurance. My strengths lie in devising customer-centric solutions, streamlining insurance processes, and delivering exceptional service. I have successfully led high-performing teams, excelling in business planning, manpower management, and strategic decision-making.