Kotak Life Invest Maxima
- Zero premium allocation charges
- Flexible premium pay
- Partial withdrawals
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Kotak Invest Maxima plan offered by Kotak Life Insurance is a life insurance cum investment plan that covers your family financially in your absence and helps you grow your money over time. This plan allows you to manage your funds on your own or get them handled by the experts.
Kotak Invest Maxima is a unique life insurance plan. We will read the plan in detail in the section below for more clarity and better understanding.
Kotak Invest Maxima Plan offers you a range of benefits including:
Min entry age: 0 years Max entry age: 65 years
Maximum maturity age: 75 years
10,15,20,25 and 30 years
Same as the policy term
Monthly, Half-yearly, and Yearly
5, 10 and 7 times of Annual premium
Let's understand how the Kotak Invest Maxima Plan works with a simple premium illustration.
Mr. Sanjay wants a plan that can protect his family and maximize his money.
His financial advisor advised him to buy the Kotak Invest Maxima Plan. He visited PolicyX.com
Here are some features of Kotak Life Invest Maxima:
This feature helps policyholders by not discontinuing their policy in case of unpaid premiums within the grace period. The premium has not been paid due to the death of the policyholder or any other problem mentioned in the policy.
There are instances when your premium payment is missed and you have to pay the heavy penalties. To avoid such penalties Kotak Life offers a 30 days grace period. You can revive the policy within the first three years of the unpaid premium date.
In the last policy year, you have the option to switch out of the selected fund. You can move the amount accumulated in the classic opportunities fund or frontline equity fund over 12 months.
This feature is applicable if premium payments are a regular or limited option. The policyholder has the option to revive their discontinued policy within three years of the last unpaid premium.
This feature helps policyholders by not discontinuing their policy in case of unpaid premiums within the grace period. The premium has not been paid due to the death of the policyholder or any other problem mentioned in the policy.
There are instances when your premium payment is missed and you have to pay the heavy penalties. To avoid such penalties Kotak Life offers a 30 days grace period. You can revive the policy within the first three years of the unpaid premium date.
In the last policy year, you have the option to switch out of the selected fund. You can move the amount accumulated in the classic opportunities fund or frontline equity fund over 12 months.
This feature is applicable if premium payments are a regular or limited option. The policyholder has the option to revive their discontinued policy within three years of the last unpaid premium.
This feature helps policyholders by not discontinuing their policy in case of unpaid premiums within the grace period. The premium has not been paid due to the death of the policyholder or any other problem mentioned in the policy.
There are instances when your premium payment is missed and you have to pay the heavy penalties. To avoid such penalties Kotak Life offers a 30 days grace period. You can revive the policy within the first three years of the unpaid premium date.
In the last policy year, you have the option to switch out of the selected fund. You can move the amount accumulated in the classic opportunities fund or frontline equity fund over 12 months.
This feature is applicable if premium payments are a regular or limited option. The policyholder has the option to revive their discontinued policy within three years of the last unpaid premium.
This feature helps policyholders by not discontinuing their policy in case of unpaid premiums within the grace period. The premium has not been paid due to the death of the policyholder or any other problem mentioned in the policy.
There are instances when your premium payment is missed and you have to pay the heavy penalties. To avoid such penalties Kotak Life offers a 30 days grace period. You can revive the policy within the first three years of the unpaid premium date.
In the last policy year, you have the option to switch out of the selected fund. You can move the amount accumulated in the classic opportunities fund or frontline equity fund over 12 months.
This feature is applicable if premium payments are a regular or limited option. The policyholder has the option to revive their discontinued policy within three years of the last unpaid premium.
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There are various benefits to buying the Kotak Invest Maxima Plan. Let’s understand each of them in detail:
Here is the list of documents required to buy the Kotak Invest Maxima:
Photo ID Proof (either of one) - Passport, Aadhar card, PAN card, Driving license.
Age Proof (either of one) - Passport, Aadhar card, PAN card, Driving license.
Address Proof (either of one) - Utility bill, passport, voter ID, ration card.
Medical Records of the policyholder if requested.
Income Proof ( either of one) - bank statement, last three months' salary slips (if you are salaried).
You can buy the Kotak Life Invest Maxima 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 Invest Maxima' 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 Invest Maxima Plan offline by visiting one of their nearest branch offices. One of their representatives will help you buy the plan.
Kotak Invest Maxima is a ULIP plan that offers you dual benefits of life insurance along with helping you grow your funds over time. You can either manage your funds as per your choice or some experts will manage your funds and help you grow your money. You can also choose additional options to get additional benefits.
For more info related to this plan, you can visit PolicyX.com, or call us at 1800 - 420 - 0269. Our insurance experts listen to your unique needs and suggest the best possible solution for you.
There are various charges applicable to your Kotak Invest Maxima including Policy administration charges, Fund management charges, Switching charges, Partial withdrawal charges, Discontinuance charges, Mortality charges, and Miscellaneous charges.
You can buy Kotak Invest Maxima either from the official website of Kotak Life or one of their nearest branch offices.
Kotak Invest Maxima is a ULIP plan offered by Kotak Life that offers you dual benefits of life insurance and creating wealth over time.
There are two investment strategies available with Kotak Life Maxima including self-managed and systematic switching.
The maximum maturity age of Kotak Life Invest Maxima is 75 years.
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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.
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February 5, 2023
Asia/Kolkata
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