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Kotak Invest Maxima vs Kotak Single Invest Advantage

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Kotak Invest Maxima vs Kotak Single Invest Advantage

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 Single Invest Advantage

Kotak Single Invest Advantage is a unit-linked insurance plan (ULIP) offered by Kotak Life Insurance. It combines the benefits of investment and insurance in a single package. To navigate various market situations, this plan offers three different investment strategies and five unique funds to diver...

PLAN DETAILS

Kotak Invest Maxima


Kotak Single Invest Advantage

Premium Including GST
Key Features
(Key features of the plan)
  • Zero Premium Allocation Charges
  • Flexible Premium Pay
  • Partial Withdrawals
  • Single premium payment option
  • Choice of 5 different funds
  • 3 investment strategies
Plan Uniqueness
  • Flexible Premium Pay
  • Survival Benefits
  • Tax Benefits
  • Tax benefits
  • Loyalty additions
  • Fund options
Plan Maturity age Maximum maturity age: 75 years Maximum maturity age: 78 years
Premium payment term Same as the policy term Single
Plan Entry Age Min entry age: 0 years. Max entry age: 65 years. Minimum entry age: 3 years Maximum entry age: 45 years
Sum assured 5, 10 and 7 times of Annual premium 10 times the basic sum assured
Premium payment frequency Monthly, Half-yearly, and Yearly Single
Plan Sample Premium - -
Plan Brochure Brochure URL Brochure URL
Policy tenure 10,15,20,25 and 30 years 10 and 15 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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