Presentation On

KOTAK
LIFE INSUARNCE

About Kotak
Full name : Kotak Mahindra Old Mutual Life Insurance Ltd Joint Venture : Kotak Mahindra Bank Ltd.(74%) and Old Mutual plc(24%) Established in 2001 Objectives : To offer its Customers outstanding value through high customer empathy, consistent and benchmarked service and a suite of products that leverage the combined prowess of protection and long term savings. The company covers over 4 million lives and is one of the fastest growing insurance companies in India.

Management Team
MR. UDAY KOTAK is the CEO of the company Mr Gaurang Shah, Director Mr G Murlidhar, Managing Director Mr. G Murlidhar ,Chief Financial Officer Mr. Sudhakar Shanbag, Chief Investment Officer

Divisons of Insurance Sector

What is Life Insurance?

A life insurance policy provides financial protection to your family in the unfortunate event of your death. At a basic level, it involves paying small sums each month (called premiums) to cover the risk of your untimely demise during the tenure of the policy. In such an event, your family (or the beneficiaries you have named in the policy) will receive a lump sum amount. In case you live till the maturity of the policy, depending on the type of life insurance policy you have opted for, you will receive returns the policy may have earned over the years. Today, there are many variations to this basic theme, and insurance policies cater to a wide variety of needs.

Types of Life Insurance

Term Insurance Policy Whole Life Policy Endowment Policy Money Back Policy ULIPs Annuities and Pension

Competitors of Kotak Life Insurance

Bajaj Allianz Life Insurance Co. Ltd. SBI Life Insurance Co. Ltd Life Insurance Corporation of India Birla Sun Life Insurance Co. Ltd Other Players

5 Easy steps of Buying Policy

I. II. III. Initially, calculate the exact amount of insurance that you need. Decide which product suits you best based on your life stage and need Calculate the premium that you need to pay on the basis of the product that you have decided to buy IV. Once you have decided on all the above parameters, get in touch with a Life Advisor at any of the Kotak Life Insurance branch offices. Alternatively, you can call us on 1800 22 8081 and leave your name and contact details so that we can arrange for a Life Advisor to contact you. V. Our Life Advisor will assist you in filling up a proposal form. In addition to a proposal form, you need to submit some financial documents that are required in order to buy a policy. The Life Advisor will notify the list of financial documents required for the same.

Insurance Guide
Family Wealth Creation Protection Retirement Other Needs

Insurance Plans
Protection Plans Savings and Investment Plans Retirement Plans Child Plans Riders

Group Plans
Kotak Group Shield Kotak Group Assure Kotak Term Group Plan Kotak Credit-Term Group Plan Kotak Complete Cover Group Plan Kotak Gratuity Group Plan

Proposal Form of Kotak Life Insurance

Premium Calculator Online