Kotak Life Insurance Maxima investment by the equity in a systematic way which allows to enter the market with the highest premium ULIP plan options Kotak Invest Maxima.
During the first five years of the contract linked insurance products do not offer any liquidity. Policyholder surrender / fully or partially by the end of the fifth year of investment-linked insurance products will not be able to withdraw money.
As an informed investor you every rupee value of its financial investments and to invest at an affordable price. You also volatile equity markets could appreciate a systematic insertion. Keeping all this in mind, we invest Kotak Maxima, the maximum premium allocation and switching strategy that you have arranged in an orderly way to enter the equity market allows oriented unit-linked life insurance with an investment plan to bring.
Kotak Invest Maxima
In this policy, the investment portfolio investment risk is borne by the policyholder.During the first five years of the contract linked insurance products do not offer any liquidity. Policyholder surrender / fully or partially by the end of the fifth year of investment-linked insurance products will not be able to withdraw money.
As an informed investor you every rupee value of its financial investments and to invest at an affordable price. You also volatile equity markets could appreciate a systematic insertion. Keeping all this in mind, we invest Kotak Maxima, the maximum premium allocation and switching strategy that you have arranged in an orderly way to enter the equity market allows oriented unit-linked life insurance with an investment plan to bring.
Key Features
Zero premium allocation charge
Kotak Investment Maxima thus ensuring that most of your money is invested in funds chosen by you and return your premiums over a large part of that has enjoyed a premium allocation charge.
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The alternative portfolio strategies
Kotak Investment Maxima to optimize your investment portfolio strategies have two offers:
1. Self-Managed Portfolio Strategy five fund options we provide you the flexibility to invest in any of the offers. These funds have different options to alert aggressive and therefore are suitable for all types of investors.
2. Arrange switching strategy (SSS) 1 a systematic and structured way and allows you to participate in the volatile equity markets. This month, in one of the following funds, invest in money market funds and to transfer a predetermined amount enables:
- Classic Opportunities Fund
- Frontline Equity Fund
You systematic exit strategy (SES) 2, the previous policy year, you selected the option to switch out of the fund will not have a choice of either the amount you deposited in the classic opportunity to transfer funds or Frontline Equity Fund Money market funds have a 12-month period to organize a similar way as SSS1 and 2 please refer to the product brochure for details of these strategies in.
Through these strategies, you will have enough flexibility in the way you invest your money.
More Information Contact
Manish Jariwala: +91 96247 88899
Upagna Jariwala: +9199248 33365
