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.
Benefits earned under this plan follow the guidelines of Income tax act, 1961 and you can avail tax benefits on
- Your premiums under section 80C.
- Maturity or death claim proceeds under section 10(10D)
Tax benefits under the policy will be as per the prevailing Income Tax laws and they are subject to change in the tax laws. You are advised to consult your Tax Advisor for details.
Terms and Conditions
- Unit Linked Life Insurance products are different from the traditional insurance products and are subject to the risk factors.
- The premium paid in Unit Linked Life Insurance policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of fund and factors influencing the capital market and the insured is responsible for his/her decisions
- Kotak Mahindra Old Mutual Life Insurance Ltd is only the name of the Insurance Company and Kotak Invest Maxima is only the name of the unit linked life insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns.
- The various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects and returns.
- Please know the associated risks and the applicable charges, from your Insurance agent or the Intermediary or policy document of the insurer.
Insurance is the subject matter of the solicitation
Kotak Invest Maxima UIN: 107L073V02; Form No: L073; Ref. No.: KLI/13-14/E-WEB/193
Kotak Mahindra Old Mutual Life Insurance Ltd.
Reg No. 107
CIN : U66030MH2000PLC128503
2nd Floor, Plot # C- 12, G- Block, BKC,
Bandra (E), Mumbai - 400051
Toll Free: 1800 209 8800 (8 am to 10 pm)
This is a unit linked non-participating endowment plan. This website content is not a brochure and only gives the salient features of the plan. For more details on risk factors, terms and conditions please read the sales brochure carefully before concluding a sale.
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