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Kotak Invest Maxima vs Indiafirst Life Wealth Maximizer

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Kotak Invest Maxima vs Indiafirst Life Wealth Maximizer

Kotak Invest Maxima

Kotak Invest Maxima plan offered by Kotak Life Insurance is a life insurance cum investment plan that covers your family financially in your absence and helps you grow your money over time. This plan allows you to manage your funds on your own or get them handled by the experts. Kotak Invest Maxima ...

Indiafirst Life Wealth Maximizer

IndiaFirst Life Wealth Maximizer is a unit-linked, non-participating savings insurance plan offered by Indiafirst Life Insurance. It is designed to provide the dual benefits of investment and insurance coverage. With a minimum entry age of 5 years and a maximum entry age of 55 years, this plan comes...

PLAN DETAILS

Kotak Invest Maxima


Indiafirst Life Wealth Maximizer

Premium Including GST
Key Features
(Key features of the plan)
  • Zero premium allocation charges
  • Flexible premium pay
  • Partial withdrawals
  • 7 different fund options
  • 3 different investment strategies
  • Partial withdrawal option
Plan Uniqueness
  • Flexible premium pay
  • Survival benefits
  • Tax benefits
  • 7 different fund options
  • Three different investment strategies
  • Partial withdrawal option
Plan Maturity age Maximum maturity age: 75 years Maximum Maturity Age - 90 years
Premium payment term Same as the policy term Single, Limited, Regular
Plan Entry Age Min entry age: 0 years Max entry age: 65 years Minimum Age - 5 year Maximum Age - 65 years
Sum assured 5, 10 and 7 times of Annual premium Higher of: (10* Annualized Premium) or (0.5 * Policy Term * Annual Premium)
Premium payment frequency Monthly, Half-yearly, and Yearly Annual, half-yearly, quarterly & monthly
Plan Sample Premium - -
Plan Brochure Brochure URL Brochure URL
Policy tenure 10,15,20,25 and 30 years Minimum term - 5 years Maximum term - 85 years
Claim Settlement Ratio (2024-25) Minimum Age - 5 year Minimum Age - 5 year

Know More About Plans

Kotak Invest Maxima plan offered by Kotak Life Insurance is a life insurance cum investment plan that covers your family financially in your absence and helps you grow your money over time. This plan allows you to manage your funds on your own or get them handled by the experts.

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

Kotak Invest Maxima Plan offers you a range of benefits including:

why-choose
  • Guaranteed Maturity
  • Tax Benefits
  • Flexibility
  • Death Benefit
  • Bonuses
  • Additional riders

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