Retirement income plan from kotak in Mumbai, Maharashtra


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Retirement income plan from kotak

Details :

Thanks a lot for shown interest in our Investment plan. I would like to highlights few benefits of Investment plan which will help you taking a decision. Kotak Retirement Income plan is a unit linked plan that combines the benefits of Capital Market and Future Protect. This plan from the stable of Kotak Group is a true reflection of the company’s essence: An Investment plan designed to secure your future; it assures that even though you have stopped working, your income does not. It comes with the Kotak “SEAL OF GUARANTEE”. This plan has been designed to ensure that your money earns your handsome returns, safe from the vagaries of the capital market. Why should you invest in Kotak Retirement Income Plan? · If you have not invested in the equity markets, for the fear of loss of capital, with the Kotak Retirement Income Plan, you need not worry about losing your capital as you have the downside risk protected by the company. · If you have been an investor in debt/ liquid markets, you could switch a portion of your funds to equity markets via this plan. The plan offers you the potential to earn higher returns with the safety net of Guaranteed Maturity Value. Kotak Retirement Income Plan (SIP) · 60% Equity Exposure with Capital Guarantee. · 4 funds are available. ( Pension Balanced Fund being the best one ) · In a year 4 switches are free. · Tax benefit under section 80C. · Top-up premium facility. · 25.5% average return on a per annum basis since inception 2004. · No mortality charge towards risk cover · If you want to reduce the investment in the second Year as well as in the third year, there is an option for doing so. Minimum amount that is to be paid in the second year as well as in third year is Rs. 1, 00,000/-. This option is available only for this plan. This fund is providing returns approx 25.5% (average) since last 4 yrs.

Contact Person : URVI KOTHARI

Contact Number : 9820658838 (Please quote IndiaList.com when calling)

Posted on : 28-Dec-2007 | Viewed : 37 times

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