Kotak Secure Return Superannuation Plan
Kotak Secure Return Superannuation Plan
A Non-Participating Non Linked Group Insurance Employee Benefit Plan
Kotak Secure Return Superannuation Benefit is designed to cater to the needs of Employers / Trustees / State governments / Central government / PSUs planning to fund group superannuation benefit schemes. The product covers both Defined Benefit (DB) or Defined Contribution (DC) schemes. It is a comprehensive employee benefit solution to manage the Superannuation schemes in the most efficient manner.
Key Features
![Composite employee benefit solution to cater to the requirements of superannuation schemes]()
Composite employee benefit solution to cater to the requirements of superannuation schemes
• Composite Employee Benefit Solution to cater to the requirements of Superannuation schemes.
![Competitive interest rate declared at the beginning of every quarter]()
Competitive interest rate declared at the beginning of every quarter
• Competitive Interest Rate declared at the end of financial year.
![Additional protection]()
Additional protection
• Professionally managed fund with high service levels.
![Convenient renewal process]()
Convenient renewal process
• This is an annually renewable policy which will be auto renewed subject to availability of sufficient premiums.
Eligibility
Minimum Size of the Group: 10 Members
![Eligibility]()
Age criteria
∙ Minimum: 18 Years last birthday or as per Scheme rules, whichever is higher
∙ Maximum: 85 Years last birthday or as per Scheme rules, whichever is higher
![Eligibility]()
Term
Max Maturity Age (as on last birthday): 86 years last birthday or as per Scheme rules, whichever is higher Term - 1 year renewable
![Eligibility]()
Initial Contribution - Defined benefit
- ∙ Min. Defined Benefit: Rs. 2,00,000 | Defined Contribution: Rs. 500 per member
- ∙ Max: No Limit
Downloads
Download the brochure to know more about the plan and how it can benefit you.
Need help buying a plan?
Request a Relationship Manager
Mail us on corporate.solutions@kotak.com
Mail your queries to us and we will answer them at the earliest.
Read about Tax benefits & Plan Disclaimer
Tax benefits under the policy will be as per the prevailing Income Tax laws and are subject to amendments from time to time. It is advised to consult your tax advisor for details.
Kotak Secure Return Superannuation Plan– UIN No.107N086V04 Form No: N086. This is a non-participating non unit-linked fund based group plan. For more details on risk factors, terms and conditions please read the sales brochure carefully before concluding a sale.
Regd. Office: Kotak Mahindra Life Insurance Company Ltd. Reg No. 107, CIN : U66030MH2000PLC128503, 8th Floor, Plot # C- 12, G- Block, BKC, Bandra (E), Mumbai – 400051 | Website: www.kotaklife.com | Email: kli.groupoperations@kotak.com | Toll Free No: 1800 120 7856 ; Ref. No.: KLI/22-23/E-WEB/836
BEWARE OF SPURIOUS PHONE CALLS AND FICTITIOUS/FRAUDULENT OFFERS
IRDAI is not involved in activities like selling insurance policies, announcing bonus or investment of premiums. Public receiving such phone calls are requested to lodge a police complaint.
Trade Logo displayed above belongs to Kotak Mahindra Bank Limited and is used by Kotak Mahindra Life Insurance Company Ltd. under license.
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