Kotak e-Invest Plan
- Multiple plan option
- Partial withdrawals
- Enhancing options
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 maturity amount if you outlive the policy term. This investment plan offers you yearly additions starting from the 6th policy year.
This plan can be ideal if you want dual benefits under a single policy. This article provides you with complete Kotak Life e-Invest information, including its features, benefits, eligibility criteria, buying process, etc.
Kotak e-Invest 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 e-Invest Plan offers you a range of benefits including:
Minimum entry age: 3 years Maximum entry age: 60 years
Maximum maturity age: 99 years
99- Age of life insured
10 to 60- Age at Entry or 5/ 7/ 10 years
Monthly, Quarterly, Half- yearly and Yearly
10 Times Annual Premium
Let's understand how the Kotak e-Invest Plan works with a simple premium illustration.
Mr. Mayank wants to build wealth over some time and safeguard his family financially even in his absence.
His financial advisor advised him to buy the Kotak e-Invest Plan. He visited PolicyX.com
Let's understand how the Kotak e-Invest 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 | 7 years | Rs 5,00,000 |
Rs 5,35,986@4% Rs 10,06,724 @ 8% |
Here are some features of Kotak e-Invest Plan:
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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 ...
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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...
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Kotak Premier Income Plan is a non-linked, participating whole life insurance plan offered by Kotak Life Insurance. It provides dual benefits of savin...
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Kotak Single Invest Advantage is a unit-linked insurance plan (ULIP) offered by Kotak Life Insurance. It combines the benefits of investment and insur...
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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...
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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...
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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...
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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...
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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...
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Invest smartly for a better tomorrow with Kotak Assured Income Accelerator Kotak Life Assured Income Accelerator Plan is a dual-purpose protection and...
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Kotak Guaranteed Fortune Builder is a comprehensive savings plan that helps you protect your family’s future with an assurance to fulfill your g...
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Kotak Fortune Maximiser is a limited-pay participating endowment plan designed to be customized as per your different objectives. This investment plan...
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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...
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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...
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Here is the list of documents required to buy the Kotak e-Invest Insurance:
Photo ID Proof (either of one) - Passport, Aadhar card, PAN card, Driving license.
You can buy the Kotak e-Invest 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 e-Invest' 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 e-Invest 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.
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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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