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The Kotak Mahindra life savings and investment plans allow investors to park their funds in several avenues while saving and earning money from the same. The investor’s funds are invested systematically through these plans. This ensures that the policyholder and the family can have sufficient funds to meet their financial goals.

Here are the savings and investment plans that can be availed from Kotak Mahindra Life Insurance Limited:

  • Kotak Gramin Bima Yojana
  • Kotak Sampoorn Bima Micro-Insurance
  • Kotak Classic Endowment Plan
  • Kotak Premier Endowment Plan
  • Kotak Assured Income Plan
  • Kotak Assured Income Accelerator
  • Kotak Premier Moneyback Plan
  • Kotak Premier Income Plan
  • Kotak Guaranteed Savings Plan
  • Kotak Premier Life Plan
  • Kotak Assured Savings Plan
  • Kotak Single Invest Plus
  • Kotak Wealth Insurance
  • Kotak Invest Maxima
  • Kotak Single Invest Advantage
  • Kotak Platinum Plan
  • Kotak Ace Investment
  • Kotak Smart Life Plan
  • Kotak POS Bachat Bima

These plans are available with various riders and choices of an annuity. These options make the plans flexible in nature and customer-friendly. These plans are meant for people in specific age groups and those who are looking to quickly achieve capital growth.

Some of the above-mentioned plans are also ideal for those investors who are looking for death benefits combined into their savings plan. Under section 80C of the Income Tax Act 1961, investors can also avail of tax benefits by investing in the Kotak savings and investment plans.

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Corporate Agent (Composite)

CreditMantri Finserv Private Limited

CIN No

U72100TN2012PTC085154

IRDAI Registration Number

CA0665

Valid Till

01-Aug-2025

ADDRESS

CreditMantri Finserve Private Limited Unit No. B2, No 769, Phase-1, Lower Ground Floor, Spencer Plaza, Anna Salai, Chennai - 600002

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