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Tata Aia Smart Income Plus Plan vs Kotak Single Invest Advantage

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Tata Aia Smart Income Plus Plan vs Kotak Single Invest Advantage

Tata Aia Smart Income Plus Plan

Invest smartly with Tata AIA Smart Income Plus – secure savings, guaranteed income, and financial security. A wise man once said, 'Be ready for anything, and nothing seems more important than saving money for a brighter future. A plan like Tata AIA Life Smart Income Plus helps you grow wealth ...

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 face every market situation, this plan offers three different investment strategies and five unique funds to diversify yo...

PLAN DETAILS

Tata Aia Smart Income Plus Plan


Kotak Single Invest Advantage

Premium Including GST
Key Features
(Key features of the plan)
  • Income/Endowment Option
  • Premium Boost Discounts
  • 2 Optional Riders
  • Single premium payment option
  • Choice of 5 different funds
  • 3 investment strategies
Plan Uniqueness
  • Different income plan options
  • Endowment options
  • Reduced paid-up policy automatically
  • Tax benefits
  • Loyalty additions
  • Fund options
Plan Maturity age Min- 18 years, Max- 75 years Maximum maturity age: 78 years
Premium payment term 7, 10, 12 years Single
Plan Entry Age Min- 0 years, Max- 50 years Minimum entry age: 3 years Maximum entry age: 45 years
Sum assured 11 times Annualized Premium 10 times the basic sum assured
Premium payment frequency Monthly, Quarterly, Half-Yearly or Annually Single
Plan Sample Premium Rs. 18,000 to Rs. 49,999 -
Plan Brochure Brochure URL Brochure URL
Policy tenure 15 years, 21 years, and 25 years 10 and 15 years
Claim Settlement Ratio (2024-25) Minimum Age - 0 year Minimum Age - 5 year

Know More About Plans

Invest smartly with Tata AIA Smart Income Plus – secure savings, guaranteed income, and financial security. A wise man once said, 'Be ready for anything, and nothing seems more important than saving money for a brighter future. A plan like Tata AIA Life Smart Income Plus helps you grow wealth with the promise of protecting your money while providing life coverage against unfortunate death. It is a smart income plan that guarantees you the joy of extra income to fulfil your own future goals. This investment plan allows you to choose between Regular Income or Endowment options, whichever suits your needs best. Besides guaranteed savings or payouts, you can stay protected against accidental death, disability, or critical illnesses by adding add-on riders to your base policy.

Tata AIA Smart Income Plus Plan offers you a range of benefits including:

why-choose
  • Guaranteed Benefits
  • Tax Benefits
  • Flexibility
  • Two policy options
  • Long-term income option
  • Additional riders

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