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Insurance and Investment in one plan.
Protect your family's financial future.
Kotak Guaranteed Fortune Builder
A plan that offers guaranteed income for your future goals.
A plan that works like a term plan, and Earns like ULIP Plan.
A plan that offer guaranteed returns and financial protection for your family.
A plan that offers immediate or deferred stream of income
Retirement years are the golden years of life.
A plan that offers long term savings and life cover.
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Kotak Superannuation Group Plan – II
(A Unit Linked Superannuation Insurance Plan)
“IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER.”
In today’s time when the prospect of out-living retirement savings is larger than ever, few employees take the time to plan their long-term financial goals or have the discipline to systematically save for their retirement years. As an employer of choice, you can help your employees tremendously by assisting in their retirement planning and, in turn, increase employee retention. The solution lies in Kotak Life Insurance’s Kotak Superannuation Group Plan – II. This plan offers:
This plan offers guarantees in the form of assured benefit payable as per option chosen:
Monthly Regular Additions are added to the Schemes and the percent varies by fund size at the beginning of the calendar month.
Particulars |
Minimum |
Maximum |
Group size |
10 |
No limit |
Entry age (Last birthday) |
As specified in the Trust Rules or 18 years whichever is higher |
One year before Normal Retirement Age as specified in the Trust Rules or 74 years whichever is lower |
Maturity age (Last birthday) |
- |
Normal Retirement Age as specified in the Trust Rule or 75 years whichever is lower |
Term |
1 year (renewable indefinitely) | |
Initial Contribution – Defined benefit |
`Rs 2,00,000 at inception |
No limit |
Initial Contribution – Defined contribution |
` Rs 6000 per member per year at inception |
No limit |
Download the brochure to know more about the plan and how it can benefit you.
Mail your queries to us and we will answer them at the earliest.
Benefit for the Employer
Benefit for the Employee
Note: Tax benefits are subject to change in the tax laws. You are advised to consult your tax advisor for details.
Risk Factors:
Insurance is the subject matter of solicitation. This is a non-participating unit-linked group plan. For more details on risk factors, terms and conditions please read the sales brochure carefully before concluding a sale.
Kotak Superannuation Group Plan - II UIN: 107L078V01, Form No: L078 Ref. No.: KLI/13-14/E-WEB/081
Kotak Mahindra Life Insurance Company Ltd.; Regn. No.: 107, CIN: U66030MH2000PLC128503, Regd. Office: 8th Floor, Plot # C- 12, GBlock, BKC, Bandra (E), Mumbai - 400 051. Website: www.kotaklife.com| Email: kli.groupoperations@kotak.com | Toll Free No: 1800 120 7856
Trade Logo displayed above belongs to Kotak Mahindra Bank Limited and is used by Kotak Mahindra Life Insurance Company Ltd. under license.
Tax benefits under the policy may be as per the prevailing Income Tax laws. Tax laws are subject to amendments from time to time and interpretations. Employers are advised to consult their tax consultant.
Know moreKotak Assured Return Employee Benefit Plan is an insurance plan designed for Employers /Trusts, Employer – Employee groups who wants experts to manage their employee benefit schemes like Gratuity, Leave Encashment, Superannuation (Defined Contribution and Defined Benefit) and Post-Retirement Medical Benefit Schemes (PRMBS).
Know moreKotak Superannuation Group Plan – II lets you help your employees in their retirement planning while they are earning sufficiently.
Know moreKotak Group Secure Capital Plan is a Non-Participating, Guaranteed Unit Linked Fund Based Group Life Insurance Plan. It enables Employers /Trusts to manage funds under their employee benefit schemes like Gratuity, Leave Encashment, Superannuation (Defined Contribution and Defined Benefit) and Post-Retirement Medical Schemes (PRMS) in an efficient manner. As an employer, this plan will help you to design an optimal retirement benefits for your employees and in turn increase employee retention.
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