PLAN DETAILS |
![]() Kotak Invest Maxima |
![]() Sbi Smart Bachat |
Premium Including GST | ||
Key Features (Key features of the plan) |
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Plan Uniqueness |
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Plan Maturity age | Maximum maturity age: 75 years | Maximum Maturity Age - 65 years |
Premium payment term | Same as the policy term | 7/10/15 years |
Plan Entry Age | Min entry age: 0 years Max entry age: 65 years | Minimum Age - 3 years Maximum Age - 50 years |
Sum assured | 5, 10 and 7 times of Annual premium | Rs 2 lakh to No limit |
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 - 15 years Maximum term - 30 years |
Claim Settlement Ratio (2023-24) | Minimum Age - 5 year | Minimum Age - 5 year |
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:
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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.