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Kotak Invest Maxima vs Kotak Life Premier Money Back

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Kotak Invest Maxima vs Kotak Life Premier Money Back

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...

Kotak Life Premier Money Back

Kotak Premier Money Back Plan is a savings-cum-protection plan by Kotak Life Insurance. It provides regular payouts as a percentage of the Basic Sum Assured at specific intervals during the policy term. With the Kotak Money Back Plan, you can grow your savings with yearly bonuses and a lump-sum matu...

PLAN DETAILS

Kotak Invest Maxima


Kotak Life Premier Money Back

Premium Including GST
Key Features
(Key features of the plan)
  • Zero Premium Allocation Charges
  • Flexible Premium Pay
  • Partial Withdrawals
  • Regular Payouts
  • Special Premium Discount
  • Maturity Additions
Plan Uniqueness
  • Flexible Premium Pay
  • Survival Benefits
  • Tax Benefits
  • Death cover
  • Accident death cover
  • Premium discounts
Plan Maturity age Maximum maturity age: 75 years Maximum maturity age: 75 years
Premium payment term Same as the policy term 8, 10 or 12 years
Plan Entry Age Min entry age: 0 years. Max entry age: 65 years. Min entry age: 2 years Max entry age: 57 years
Sum assured 5, 10 and 7 times of Annual premium Min sum assured: Rs. 1,50,000 Max sum assured: No Limit
Premium payment frequency Monthly, Half-yearly, and Yearly Monthly, Quarterly, Half-Yearly or Annually
Plan Sample Premium - -
Plan Brochure Brochure URL Brochure URL
Policy tenure 10,15,20,25 and 30 years 16,20, 24 years
Claim Settlement Ratio (2024-25) Minimum Age - 5 year Minimum Age - 5 year

Know More About Plans

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

  • Guaranteed Maturity
  • Tax Benefits
  • Flexibility
  • Death Benefit
  • Bonuses
  • Additional Riders

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