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Kotak Single Invest Advantage vs Sbi Shubh Nivesh

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Kotak Single Invest Advantage vs Sbi Shubh Nivesh

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...

Sbi Shubh Nivesh

A penny saved is a penny earned. Save your money with SBI Life Shubh Nivesh Plan and meet your long-term financial goals. SBI Life Shubh Nivesh is a non-linked, participating, individual life insurance policy that offers triple benefits to policyholders. The plan comes with multiple benefits, provid...

PLAN DETAILS

Kotak Single Invest Advantage


Sbi Shubh Nivesh

Premium Including GST
Key Features
(Key features of the plan)
  • Single premium payment option
  • Choice of 5 different funds
  • 3 investment strategies
  • Explore SBI Life Shubh Nivesh
  • Understand the Key Features
  • Check the Eligibility Criteria
Plan Uniqueness
  • Tax benefits
  • Loyalty additions
  • Fund options
  • Corpus Building
  • Assured Returns
  • Discounts on High Sum Assured
Plan Maturity age Maximum maturity age: 78 years Maximum Maturity Age - 65 years
Premium payment term Single 5 to 30 years
Plan Entry Age Minimum entry age: 3 years Maximum entry age: 45 years Minimum Age - 18 years Maximum Age - 60 years
Sum assured 10 times the basic sum assured Rs 75,000 to No limit
Premium payment frequency Single Annual, half-yearly, quarterly & monthly
Plan Sample Premium - -
Plan Brochure Brochure URL Brochure URL
Policy tenure 10 and 15 years Minimum term - 10 years Maximum term - 30 years
Claim Settlement Ratio (2024-25) Minimum Age - 5 year Minimum Age - 5 year
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Know More About Plans

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 diversify your portfolio.

Tailored for different life stages, this plan offers two policy terms of 10-15 years, allowing you to plan your finances accordingly. Overall, Kotak Single Invest Advantage is a blend of growth and security.

Kotak Single Invest Advantage Plan offers a range of benefits including:

  • One-time payment
  • Tax Benefits
  • Vast investment options
  • Partial withdrawal
  • 3 Investment strategies
  • Switch funds

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