Custom Investment Plans for Wealth Management | Kotak Life Insurance

Buy a Life Insurance Plan in a few clicks

Now you can buy life insurance plan online.

Kotak e-Term Plan

Protect Your family’s financial future with Kotak e-Term Plan. Know more

Kotak Assured Savings Plan

A plan that offer guaranteed returns and financial protection for your family. Know more

Kotak Guaranteed Savings Plan

A plan that offers long term savings and insurance in one premium. Know more

Kotak e-Invest

Insurance and investment in one plan with Kotak e-Invest. Know more


Get a Call

Enter your contact details below and we will get in touch with you at the earliest.

  • Select your Query

Thank you

Our representative will get in touch with you at the earliest.

Customising investments to manage your wealth

How to customise investments to manage wealth the way you want?

  • Sep 14, 2016

How to customise investments to manage wealth the way you want?

You have lived life on your own terms and always done what you have believed in with conviction and flair. As a successful individual, you are used to the best that life has to offer and look forward to enjoying it in future as well. And how you do it is easier that you think.

Get everything you want from your investments

Kotak Life Insurance, one of the best life insurance companies in India, understands what you want from your investments and offers investment and life insurance plans tailored to your specific investment needs. It offers:

High standards: Investments that match the standards expected by you

Flexibility: Multiple options regarding how you can park your funds

Diversity: Choose from a wide variety of investment funds with different risk return profiles

Plan in focus:

Kotak Life Insurance presents Kotak Platinum, a unit-linked investment plan with nominal charges that you can customize as per your goals and requirements. With an unmatched combination of three investment strategies and flexibilities, this plan gives you complete control over your investment strategies.

Whichever turn your life takes, a well-managed investment plan will make sure that your funds perform in a best possible way.

In this policy, the investment risk in the investment portfolio is borne by the policyholder.

Kotak e-Invest

Download Brochure


  • Return of Mortality Charges*$
  • Enhanced Protection
  • Multiple Plan Options
  • Zero Premium Allocation Charges
  • Tax Savings^

Ref. No. KLI/22-23/E-BB/521


- A Consumer Education Initiative series by Kotak Life

Similar Articles

Factors Affecting Stock Markets

Savings Plan for Grandchildren

Successful Financial Planning for Urban Women

Do You Know the Difference Between Savings and Investment?

Planning Financial Goals and Objectives of Financial Planning

Top 9 Investment Plans Available in India

ULIP as an Investment for Your Child

Which is a Better Investment - Mutual Funds Or ULIP?

What is ULIP Renewal?

How to Cancel ULIP Policy?

Building wealth through regular investing

ULIPs Investment – A Boon or Bane?

Asset Allocations in ULIP - Know the Top Benefits

Why Should You Consider Guaranteed Savings Plan for Long-Term Investment?

What is Fund Switch in ULIP? And ULIP Fund Switching Techniques

Difference Between Passive and Active Investing

How is the Compound Annual Growth Rate (CAGR) Calculated in ULIP?

Learn About Safe Investments with High Returns in India

What is the Importance of Saving Money?

8 Important Tips to Maximize Gains with ULIP Investments

What's Better for Your Child's Education? Child Plans or Mutual Funds?

How Does an Endowment Plan Work?

यूलिप के फायदे (Benefits of ULIP in Hindi)

Early Investing and the Power of Compounding

उच्च रिटर्न प्राप्त करने के लिए सर्वश्रेष्ठ इन्वेस्टमेंट विकल्प

ULIP Investment Strategy: Top Tips to Improve Your ULIP Gains

How to Plan your Investment to Achieve Periodic Financial Goals?

What is the Time Value of Money (TVM)?

Can ULIP Help in Achieving Short-Term Financial Goals?

Here's Why it's a Good Time to Explore ULIPs as an Investment

Why ULIP is Better Investment for Long-Term Wealth Creation?

Is This The Right Time To Invest In ULIP? Why or Why Not?

Why Should Parents Invest in Endowment Plan?

ULIP NAV Meaning & How is the Return Calculated in ULIP

Why Should I Invest in ULIP?

How Do One-Time Investment Plans Work?

Short Term and Long Term ULIP Plans for Wealth Creation

Important Questions You Must Ask Yourself When Buying a ULIP Plan

Learn About Safe Investments with High Returns in India

How to Fulfil Your Financial Goals in the Next 10 Years?

Benefits of ULIP as a Child Insurance Plan

What are the Best Investment Options for Young Adults?

What is a Savings Plan and What are is Benefits?

Different Types of Endowment Plans

What are the Best Investment Options for Students in India?

How To Track ULIP Performance?

What are Financial Assets & their types?

Best Guaranteed Returns Investment Options to Meet your Financial Goals

Why Should You Invest in Term Insurance And ULIP?

Endowment Plan vs Fixed Deposit?

How to Start Saving Money in 10 Simple Ways?

What are the Best Short-Term Investment Plans with High Returns?

How Can a Legal Nominee Claim ULIP Benefits are the Policyholder’s Death?

What are Some of the Safest Investment Options in India?

4 Benefits of ULIP Fund-Switching Feature

How To Invest Money In ULIP?

ULIP Plan as a Gift

What are the Best Investment Options for Beginners or Amateur Investors in India?

Rate of Interest on Different Investment Plans in India

How to Use Recurring Investment Strategies to Build Wealth?

How to Plan Savings from Salary?

Why is Portfolio Diversification Important? How to Diversify Your Portfolio?

ULIP Benefits You Can Avail from Early Investing

Top 10 Investment Strategies to Create Wealth

Are Investment Returns Guaranteed in a ULIP?

What are loyalty additions, and how do they work in a ULIP?

How to Increase Net Worth Along with Family Protection

How Is ULIP Different from Other Life Insurance Plans? Where Can I Invest - ELSS, ULIP, or PPF?

उच्च रिटर्न प्राप्त करने के लिए सर्वश्रेष्ठ इन्वेस्टमेंट विकल्प

Why Do You Need A ULIP Plan - All You Need To Know

Investment Options for NRIs in India

Best One-Time Investment Plans in India

Things to Know Before Buying an Endowment Plan

How to Manage Inheritance Money?

Long Term Savings Plan - Best Savings Investment Plans in India

Which are the Best Investment Plans for Indian Senior Citizens in 2022?

Safe Investment Options with High Returns for FY 2018-19

How to Choose the Best ULIP Plans to Invest in 2022?

How Much Wealth Can You Create from ULIP in 10 years?

How to Manage Your Portfolio Like a Professional?

Best Investment Plans for Children - Secure Your Child's Future

Best Investment Options in India in 2022

How to Make Your Financial Portfolio?

Why Should You Build an Emergency Fund?

Receiving regular payouts at various stages of life

Why Are ULIPs Called Flexible Investments?

Best Investment Options to Cover Your Child's Education

Difference Between Guaranteed Savings Plan and ULIP

What are the Best Investment Options For Females?

Which are the Best ULIP Plans in India for Children?

Why are ULIPs One of the Best Tax Saving Instruments?

Which is Better – FD, Mutual Fund, SIP, or ULIP?

What are Tax-Deferred Savings Plans?

Beginner's Guide to Wealth Creation: Meaning, Strategies, & Importance

Top 5 Investment Options in 2022 for Healthy Returns

What are Mutual Funds?

Top 5 Principles That Need to be Followed for Wealth Creation

Does Rupee Cost Averaging Work In Unit-Linked Insurance Plans?

Investments Options to Buy a house in India

Planning for Your Child's Higher Education? Explore These Investment Options

How To Diversify Portfolio In 2022?

Debt ULIPs vs. Debt Mutual Funds: What's the Difference?

Importance of Portfolio Management

What is Money Management? Definition & Example

What is Direct Investment and its Types?

How to Plan Your Child's Education - A Step-by-Step Guide

Creating a second source of income with life insurance

Are Money Back Policies Helpful? A Complete Guide

The lesser-known facts about ULIP policy that customers should be aware of?

ULIP vs FD - Which is Better and Why?

Are Gains from ULIP Sale Taxable?

What is better - Guaranteed Savings Plan or Fixed Deposit?

Can ULIP Policy be Transferred?