Kotak Ace Investment Plan
- Top-up premiums
- Choice of life cover
- Enhancing options to choose from
Kotak Ace Investment Plan is a ULIP (Unit Linked Insurance Plan). This plan offers a lump sum in case of your unfortunate demise and maturity benefits if you outlive the policy tenure.
Three investment strategies are available for a policyholder: self-managed, age-based, and systematic switching. This article provides you with complete details regarding Kotak Ace Investment Plan including its features, benefits, eligibility criteria, buying options, etc.
Kotak Ace Investment Plan is a unique life insurance plan. We will read the plan in detail in the section below for more clarity and better understanding.
Kotak Ace Investment Plan offers you a range of benefits including:
Minimum entry age: 0 years Maximum entry age: 65 years
Maximum maturity age: 75 years
10/ 15/ 20/25/30 years
15/20/25/30 years
Monthly, Quarterly, Half- yearly and Yearly
Higher of 10 times AP
Let's understand how the Kotak Ace Investment Plan works with a simple premium illustration.
Mr Sehrawat was looking for a plan that offers financial protection to his family even in his absence along with helping him create wealth over time.
His financial advisor advised him to buy the Kotak Ace Investment Plan. He visited PolicyX.com
Let's understand how the Kotak Ace Investment Plan works for him with a premium illustration table.
| Age of policyholder | Annual Premiums | Policy tenure | Premium Payment Term | Basic Sum Assured | Maturity Benefits |
| 35 years | Rs 50,000 | 20 years | 20 years | Rs 5,00,000 |
Rs 19,01,130@8% Rs 12,18,121 @4% |
Here are some features of Kotak Ace Investment Plan:
Kotak Life Assured Savings is a non-participating endowment assurance plan. This investment plan is designed to provide dual benefits of protection al...
Unique Features
Kotak Life Premier Endowment plan is a combination of a life insurance plan and a savings plan offered by Kotak Life Insurance. Life insurance offers ...
Unique Features
Kotak Invest Maxima plan offered by Kotak Life Insurance is a life insurance cum investment plan that covers your family financially in your absence a...
Unique Features
Kotak Premier Money Back Plan is a savings cum protection plan by Kotak Life Insurance. It provides a regular payout as a percentage of the Basic Sum ...
Unique Features
Kotak Classic Endowment Plan is a long-term protection cum savings plan that helps you grow your money. It is a participating endowment plan that offe...
Unique Features
Kotak Premier Income Plan is a non-linked, participating whole life insurance plan offered by Kotak Life Insurance. It provides dual benefits of savin...
Unique Features
Kotak Single Invest Advantage is a unit-linked insurance plan (ULIP) offered by Kotak Life Insurance. It combines the benefits of investment and insur...
Unique Features
Kotak Platinum Insurance Plan is an individual unit-linked life insurance savings plan. It offers the dual benefits of insurance and savings in the sa...
Unique Features
Kotak Life Guaranteed Savings Plan combines a guaranteed savings plan and a life insurance plan. In case of your uncertain demise, your loved ones wil...
Unique Features
Kotak Ace Investment Plan is a ULIP (Unit Linked Insurance Plan). This plan offers a lump sum in case of your unfortunate demise and maturity benefits...
Unique Features
Kotak e-Invest Plan is a ULIP (Unit Linked Insurance Plan) that offers you dual benefits- financial security to your loved ones in your absence and ma...
Unique Features
Kotak Wealth Optima is a ULIP (Unit Linked Insurance Plan) that helps you grow your money over time and protects your family financially in case of yo...
Unique Features
Invest smartly for a better tomorrow with Kotak Assured Income Accelerator Kotak Life Assured Income Accelerator Plan is a dual-purpose protection and...
Unique Features
Kotak Guaranteed Fortune Builder is a comprehensive savings plan that helps you protect your family’s future with an assurance to fulfill your g...
Unique Features
Kotak Fortune Maximiser is a limited-pay participating endowment plan designed to be customized as per your different objectives. This investment plan...
Unique Features
Invest once or get benefits for life with the Kotak Single Invest Plus Plan Kotak Single Invest Plus Plan is a single-pay unit-linked insurance plan t...
Unique Features
Kotak SmartLife is a non-linked, participating life insurance plan. It provides an option to get cash bonus payouts from the end of the 1st polic...
Unique Features
Here is the list of documents required to buy the Kotak Ace Investment Insurance:
Photo ID Proof (either of one) - Passport, Aadhar card, PAN card, Driving license.
You can buy the Kotak Ace Investment Plan official website or one of their nearest branch offices.
Visit the official website of PolicyX.com.
Click on the ‘Investment’ tab.
A new page will appear on the screen.
Fill out the form at the top of the page with the necessary details.
Select your income and city. Click on 'Proceed'.
Update your education and occupation details.
Choose your preferred plan and click on 'Buy this plan'.
Select the policy term, premium period, investment amount, and riders (if required), and then proceed to pay.
Visit the official website of Kotak Life Insurance.
Hover over the 'Investment Plans' from the top of the menu.
Click on the 'Kotak Ace Investment' plan.
Click on ‘Buy Now’ and you will be redirected to a new page.
Enter your name and contact information. One of their representatives will reach out to you and discuss the quotes.
Once discussed you can make the premium payment and get the policy documents.
You can buy the Kotak Ace Investment Plan offline by visiting one of their nearest branch offices. One of their representatives will help you buy the plan.
Compare and buy the most suitable Life Insurance Plan from the below-mentioned IRDAI-approved Life Insurance companies.
0
Rated by 0 customers
Select Your Rating
Let us know about your experience or any feedback that might help us serve you better in future.
Himanshu is a seasoned content writer specializing in keeping readers engaged with the insurance industry, term and life insurance developments, etc. With an experience of 2 years in insurance and HR tech, Himanshu simplifies the insurance information and it is completely visible in his content pieces. He believes in making the content understandable to any common man.
Do you have any thoughts you’d like to share?