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Kotak Single Invest

 
Call us at: 1800 209 8800
Mail us at: lifeexpert@kotak.com
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"IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER."
Overview
Life has the ability to surprise you pleasantly with financial windfall and surplus. As an individual, who is aware of his responsibilities and aspirations, it is now up to you to make the best use of it. What you need to do is choose an investment avenue that delivers as per your requirements.
 Why an ideal plan
Keeping this in mind Kotak Life Insurance brings to you Kotak Single Invest, a hassle-free unit linked plan, where you invest once and reap the benefits throughout the policy term. With well-defined fund options and switching facility this plan ensures that your investments work for you and not vice versa.
 Advantages
  • Easy one-time payment
  • Choice of funds
  • High allocation of premium
  • Ease of switching between funds
 Key Features
Easy One Time Payment
A single payment of premium ensures benefits for the entire policy term, without worrying about any future payment obligations.
Choice of Funds
Kotak Single Invest offers you 7 well-defined fund options to match your risk profile and investment objectives.
High Allocation of Premium
In case of Kotak Single Invest, the allocation of your money can be as high as 99%*. A higher allocation of your money translates into higher potential of returns.
Convenience of Switches
Kotak Single Invest offers 12 free switches in a policy year. These switches allow you to manage your investments as per the market dynamics and thus procure better returns on your investments.
Benefit of Life Cover
Kotak Single Invest offers you life cover for the benefit of your beneficiaries. The death benefit in this plan is:
  • During the first policy year: Higher of Fund Value or Basic Sum Assured
  • Second policy year onwards: Higher of Fund value or 22% of the Basic Sum Assured
Partial Withdrawals for easy liquidity
You can access your investments by way of partial withdrawals after first three policy years and if the life insured has completed 18 years of age, subject to applicable charges.
 Tax Benefits
Avail tax benefits under Section 80C and Section 10 (10D) of Income Tax Act, 1961. Tax benefits are subject to change in the tax laws. You are advised to consult your Tax Advisor for details.
*For a Single Premium of Rs. 5,00,000 and above.
  • 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 Single Invest 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.
For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale. This is a unit linked non-participating plan. Insurance is the subject matter of the solicitation.
Kotak Single Invest – UIN-107L053V02, Form ID L053 Ref No. KLI/09-10/E-WEB/175
Kotak Mahindra Old Mutual Life Insurance Ltd. Regn. No.:107, Regd. Office: 9th floor, Godrej Coliseum, Behind Everard Nagar, Sion (East), Mumbai - 400 022. Mail us at: lifeexpert@kotak.com Call us at: 1800 209 8800 web:www.kotaklifeinsurance.com
 
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Life insurance gives an individual’s family the financial security needed and protects them from uncertainties and eventualities of life.

ULIPs or Unit Linked Insurance Plans for Kotak Life Insurance gives an individual the security of life insurance along with wealth creation opportunities. One can benefit from flexibility, liquidity, strategic savings, tax benefits and fund options that are inherent in a ULIP.

Retirement Plans from Kotak Life Insurance helps provide an individual with the financial security to lead a comfortable lifestyle in his post retirement years. Make use of the retirement calculator to assess your retirement options wisely.

Savings and Investment Plans from kotak Life Insurance are customized plans that help an individual achieve his / her long-term goals through smart financial planning.

Children Plans from Kotak Life Insurance help an individual secure his / her child’s financial future so that in future the child is able to fulfill every dream and aspiration without any hindrance

Group Life Insurance Plans from Kotak Life Insurance can help address the needs of both employees and employers, to secure their financial future.
Kotak Mahindra Old Mutual Life Insurance Ltd. A joint venture between Kotak Mahindra Bank Ltd. and Old Mutual plc.
9th floor, Godrej Coliseum, Behind Everard Nagar, Sion (E), Mumbai - 400 022

All rights reserved. Registered with Insurance Regulatory & Development Authority (IRDA) as Life Insurance Company. Regn. No. 107.
Insurance is the subject matter of the solicitation
Tax benefits available with life insurance are as per the Income Tax Act, 1961, and are subject to amendments made thereto from time to time.
For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale.