Our savings and investment plans are specific life insurance plans that offer you various avenues to save and earn. These plans will help you invest systematically and in a disciplined manner, ensuring that you and your family achieve your financial goals.
Select the plans you wish to compare:
Kotak Assured Income Plan
Find out more Plan Type:
Traditional savings and insurance plan for a second source of income
Traditional savings and insurance plan for a second source of income
Best suited for:
- Individuals under 60 years of age
- Individuals looking for guaranteed additional income
Key Features:
- Guaranteed second income for 20 years
- Additional lump sum benefit on maturity
- Life insurance protection beyond premium payment term
Kotak Platinum
Plan Type:
Unit-linked insurance plan for the truly elite
Unit-linked insurance plan for the truly elite
Best suited for:
- Individuals under 65 years of age
- Individuals looking for diverse investment options to spread their investments as per their preferences
Key Features:
- Choice of wide range of funds
- Minimum charges, maximum earnings
Kotak Single Invest Advantage
Plan Type:
Single investment unit-linked insurance plan
Single investment unit-linked insurance plan
Best suited for:
- Individuals within the age group of 3 to 65 years
- Individuals looking for a one-time investment
- Conservative to aggressive risk-return profile
Key Features:
- You have to invest just once
- Loyalty bonus additions on staying invested for a longer time
- Customised fund portfolio to suit your needs
Kotak Ace Investment Plan
Plan Type:
Unit-linked insurance plan with a variety of funds to choose from
Unit-linked insurance plan with a variety of funds to choose from
Best suited for:
- Individuals under 65 years of age
- Individuals looking for long term wealth accumulation
Key Features:
- Customised fund portfolio for your risk-return profile
- Switch between funds when you need
Kotak Wealth Insurance
Plan Type:
Unit-linked insurance plan with comprehensive protection of life insurance
Unit-linked insurance plan with comprehensive protection of life insurance
Best suited for:
- Individuals under 65 years of age
- Individuals looking for an apt balance of protection and investment
Key Features:
- Enhanced protection for your family through Triple Benefit
- Wealth accumulation through investing in a fund of your choice
Kotak Endowment Plan
Plan Type:
Traditional savings plan
Traditional savings plan
Best suited for:
- Individuals within the age group of 18 to 65 years
- Individuals looking for a long term savings plan
- Conservative investors
Key Features:
- Accumulate a savings kitty in the long run
- Dual benefits of insurance and investment
- Flexible payment period
Kotak Money Back Plan
Plan Type:
Traditional plan with regular payouts
Traditional plan with regular payouts
Best suited for:
- Individuals within the age group of 18 to 65 years
- Individuals looking for savings plan that gives regular payouts
- Conservative investors
Key Features:
- Receive payouts once every 5 years
- Earn bonuses and guaranteed additions
- Life insurance benefits that keep increasing
Kotak Surakshit Jeevan
Plan Type:
Traditional savings plan with relatively higher life insurance coverage
Traditional savings plan with relatively higher life insurance coverage
Best suited for:
- Individuals under 60 years of age
- Individuals looking for dual benefits of life insurance and savings
Key Features:
- Double life insurance protection from fifth year onwards
- Save with regular investment
- Flexible premium payment options
Kotak Premium Return Plan
Plan Type:
Traditional life insurance plan with assured return of premiums
Traditional life insurance plan with assured return of premiums
Best suited for:
- Individuals within the age group of 18 to 50 years
- Individuals looking for life insurance plans with guaranteed return of premiums
Key Features:
- Full return of premiums upon maturity
- Twin benefit of risk cover and savings
- Hassle-free sign-up plan management
Kotak Gramin Bima Yojana
Plan Type:
Single premium life insurance plan with guaranteed benefits
Single premium life insurance plan with guaranteed benefits
Best suited for:
- Individuals within the age group of 18 to 45 years
- Individuals looking for a single premium insurance plan with no medical exams
Key Features:
- One-time premium payment
- Get rewarded for staying invested for a longer tenure
- Choice of fund options
Kotak Invest Maxima
Plan Type:
Unit-linked insurance plan
Unit-linked insurance plan
Best suited for:
- Individuals within the age group of 18 to 65 years
- Individuals who like to actively manage their funds
- Individuals who want a systematic strategy
Key Features:
- Accumulate a savings kitty in the long run
- Dual benefits of insurance and investment
- Boost your savings through survival units
Kotak Single Invest Plus
Plan Type:
Single Premium Unit-linked plan, providing Joint Life cover
Single Premium Unit-linked plan, providing Joint Life cover
Best suited for:
- 3 / 18 – 60 years
People looking at covering their loved ones along with them under a single plan. Single Invest Plus is suitable for close relationships like Spouse, Parent and Child OR Grandparent & Grandchild.
Key Features:
- Single premium payment
- Joint Life cover
- Maximizes your investment value
- Advantage of Loyalty Additions
NOT SURE WHICH PLAN IS RIGHT FOR YOU?
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