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Kotak Invest Maxima vs Kotak Ace Investment Plan

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Kotak Invest Maxima vs Kotak Ace Investment Plan

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 ...

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...

PLAN DETAILS

Kotak Invest Maxima


Kotak Ace Investment Plan

Premium Including GST
Key Features
(Key features of the plan)
  • Zero premium allocation charges
  • Flexible premium pay
  • Partial withdrawals
  • Top-up premiums
  • Choice of life cover
  • Enhancing options to choose from
Plan Uniqueness
  • Flexible premium pay
  • Survival benefits
  • Tax benefits
  • Top-up premiums
  • Enhancing options
  • Choice of life cover
Plan Maturity age Maximum maturity age: 75 years Maximum maturity age: 75 years
Premium payment term Same as the policy term 15/20/25/30 years
Plan Entry Age Min entry age: 0 years Max entry age: 65 years Minimum entry age: 0 years Maximum entry age: 65 years
Sum assured 5, 10 and 7 times of Annual premium Higher of 10 times AP
Premium payment frequency Monthly, Half-yearly, and Yearly Monthly, Quarterly, Half- yearly and Yearly
Plan Sample Premium - -
Plan Brochure Brochure URL Brochure URL
Policy tenure 10,15,20,25 and 30 years 10/ 15/ 20/25/30 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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