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Kotak Invest Maxima

Kotak Invest Maxima

A Life Insurance Plan

IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER.


Linked Insurance Products do not offer any liquidity during the first five years of the contract. The policyholder will not be able to surrender/withdraw the monies invested in Linked Insurance Products completely or partially till the end of the fifth year

 

As an informed investor you value every rupee of your financial investments and would like to invest at an economical cost. You also might appreciate a systematic entry into the volatile equity market. Keeping all this in mind, we bring you Kotak Invest Maxima, an investment oriented unit-linked life insurance plan with maximum premium allocation and a Systematic Switching Strategy that allows you to enter the equity market in a systematic manner.


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Entry Age# Min: 0 years*, Max : 65 years
Maturity Age# Min: 10 years , Max : 75 years
Policy Term Regular Premium: 10, 15, 20, 25 & 30 yrs
Limited Premium: 10, 15, 20, 25 & 30 yrs
Single Premium: 10 yrs
Premium Payment Term Regular: Same as Policy Term chosen
Limited: 5 years
Premium Payment Mode Annual & Single
Premium Regular - Rs. 50,000 - Rs. 1,00,000
Limited - Rs. 75,000 - Rs. 1,00,000
Single - Rs. 1,00,000 - Rs. 2,50,000

Basic Sum Assured Regular and Limited Premium:
Min SA: Age < 45 yrs: Higher of (10 X AP) or (0.5 X Policy Term X AP) Age >= 45 yrs: Higher of (7 X AP) or (0.25 X Policy Term X AP)
Max SA: 25 x AP

Single Premium:
Option I : 5 times SP
Option II : 1.25 times SP

AP: Annualised Premium
SP: Single Premium
Top-Up Premium Min: Rs. 20,000
Max: Total Top-Up premium paid shall not exceed the sum of all the regular premiums / Single Premium paid at that point of time
Top-Up Sum Assured Age at the time of Top-Up less than 45 yrs: 1.25 X Top-Up Premium
Age at the time of Top-Up is 45 yrs and above: 1.10 X Top-Up Premium

# Ages above will be as at the last birthday
* For age 0 to 7 years, underwriting screening will apply.




You may also consider:

Kotak Wealth Insurance


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