KOTAK LIFE INSURANCE
PLAN TO PROTECT YOUR FAMILY IN A RIGHT WAY, WITH RIGHT CHOICE

Flexi Plan

A right solution to take care of your investment where you allocate your investment in combination of one or more funds The plan aims to earn efficient returns over the long term and helps you plan for your financial goals, with the comfort of a Guaranteed Maturity Value. More importantly, it ensures that your loved ones are protected; it gives a complete control in case of uncertainties.

How does it work?

Here is ‘Kotak Flexi Plan’ which is designed to do just this. It comes to you with the option of investing in six professionally managed funds, allowing you to allocate your investment in a combination of one or more funds, switch between them and take charge of your investments. The plan aims to earn efficient returns over the long term and helps you plan for your financial goals, with the comfort of a Guaranteed Maturity Value. More importantly, it ensures that your loved ones are protected, if any unfortunate events were to take place……….a plan that gives you complete control.

Please note that in this policy, the investment risk in the investment portfolio is to be borne by the policyholder. However, Kotak Life Insurance offers you a Guaranteed Maturity Value on this plan to safeguard against the downside risk of falling markets.

Why should you invest in Kotak Flexi Plan?
Kotak Flexi Plan is an ideal option if:

  • You want a comprehensive long term solution for managing your finances.
  • You want insurance to be an important part of your portfolio to protect your loved ones.
  • You are cautious with investments in the equity markets due to the fear of loss of capital.
  • You think that financial concepts require lot of time to grasp and are probably best left to the experts.
Kotak Life assures you of a cost effective fund management for you and your employees’ benefit in a transparent and simplistic manner without any hidden costs!
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