IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER

Term plan se kayi zyada

Ab mile returns ka bhi fayda

Kotak T.U.L.I.P

Works like a Term plan. Earns like a ULIP.

Ref No. KLI/23-24/E-BB/2241

Introducing Kotak T.U.L.I.P

Kotak T.U.L.I.P is a unique plan that works like a Term plan and earns like a ULIP. The plan offers the combined benefit of protection + returns.

It financially protects your loved ones and also helps you maximise your wealth through market-linked returns. Why settle for less when you can have 'kayi zyada'?

Kotak T.U.L.I.P is a unique plan that works like a Term plan and earns like a ULIP. The plan offers the combined benefit of protection + returns. It financially protects your loved ones and also helps you maximise your wealth through market-linked returns. Why settle for less when you can have 'kayi zyada'?

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Benefits

High life cover

Up to 100X of annual premium

Maximise wealth

Potential growth through market-linked returns

Enhanced protection

Life cover with critical illness and accidental death cover

Tax-free return

No tax on returns, up to premium ₹2.5 Lakh under Sec 10 (10d)

Choice of investment strategies

Choose from self-managed strategy or age-based strategy

Return of charges

2X Return of premium allocation charges & up to 3X return of mortality charges

Flexible payment

Choose the payment term and frequency as per your need

Loyalty additions*

Up to 30% of fund value at maturity

Let’s understand how T.U.L.I.P works with an example

Jay Kumar

35-year-old business owner from Jaipur, father of a 3-year-old daughter.

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Why invest with us?

4.5 Crore

Happy lives secured

1 lakh + θ

Trusted agents

286

Branch as on 30th September 2023

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.

Kotak T.U.L.I.P.UIN: 107L131V01, Form No. L131; Kotak Accidental Death Benefit Rider (Linked) UIN: 107A021V01, Form No. A021; Kotak Critical Illness Plus Benefit Rider (Linked) UIN: 107A022V01, Form No. A022. This is a non-participating unit linked endowment plan. For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale

For more details on riders, please read the Rider Brochure.

The Unit Linked Insurance Products do not offer any liquidity during the first five years of the contract. The policyholder will not be able to withdraw or surrender the monies invested in Unit Linked Insurance Products completely or partially till the end of the fifth year from inception. Unit Linked Life Insurance products are different from the traditional insurance products and are subject to the risk factors. The premium paid in Unit Linked Life Insurance policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of fund and factors influencing the capital market and the insured is responsible for his/her decisions. Kotak Mahindra Life Insurance Company Ltd. is onlythe name of the Insurance Company and Kotak T.U.L.I.P is only the name of the unit linked life insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. The various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these funds, their future prospects and returns. The past performance of other Funds of the Company is not necessarily indicative of the future performance of the funds. Please know the associated risks and the applicable charges (along with the possibility of increase in charges), from your Insurance Agent / Corporate Agent / Insurance Broker / Intermediary or policy document of the insurer. All benefits payable under the Policy are subject to the Tax Laws and other financial enactments, as they exist from time to time.

Tax benefit is applicable as per the Income Tax Act, 1961. Tax laws are subject to amendments from time to time. Customer is advised to take an independent view from tax consultant.

*Loyalty Additions as % of last three years average fund value.

#Figures arrived are basis the company’s latest annual audited figures for Individual Policy Claims for 2022-23

The base premium is Rs. 1.25 lakhs and Sum Assured as Rs. 1Cr., premium payment term / policy term: 40/10 years, Rider premiums are Rs. 6,100 for Accidental Death Benefit of Rs. 50L and Rs. 7,480 for Critical Illness Cover of Rs. 5L with 100% allocation in Kotak Mid Cap Advantage Fund (ULIF054150923MIDCAPFUND107). The above figures are net of Goods and Services Tax and Cess, as applicable. Goods and Services Tax and Cess are subject to change from time to time as per the prevailing tax laws.

The values are based on assumed investment rate of return of 4% p.a. & 8% p.a. The values shown are not guaranteed and they are not upper and lower limit of what you might get back as the value of your policy is dependent on a number of factors including future investment performance. The actual experience may be different from the illustrated.

For life secured (disclaimer mark - ∞) - Figures arrived are basis the data published on Kotak Mahindra Life Insurance Company Limited website page

https://www.kotak.com/content/dam/Kotak/investor-relation/Financial-Result/QuarterlyReport/FY-2023/q4/Investor-Presentation/Q4FY23-Investor-Presentation.pdf

secured lives nationwide as on 31 March 23

For trusted agents (disclaimer mark - θ) – Figures arrived are basis the data published on the Life Insurance Council online portal - https://www.lifeinscouncil.org/industry%20information/individual_agents_data.aspx for Individual Agents of Kotak Mahindra Life Insurance Company Limited as on May-2023

Kotak Mahindra Life Insurance Company Ltd; CIN: U66030MH2000PLC128503 Regn. No.:107, Regd. Office: 8th Floor, Plot # C-12, G-Block, BKC, Bandra(E), Mumbai -400 051. Website:www.kotaklife.com | WhatsApp: 9321003007 | Toll Free No: 18002098800 | Ref No: KLI/23-24/E-WEB/2178 Trade Logo displayed above belongs to Kotak Mahindra Bank Limited and is used by Kotak Mahindra Life Insurance Company Ltd. under license