C kotak life
A personalized presentation for
Ms. Sreeja Mondal
Prepared by: Paramita Chakraborty
Associate Recruitment and Development Manager |
paramita.chakraborty@kotak.com
M: 9674219826
This is a personalised benefit illustration generated at the request of the respected
prospective client.
kotak life
Ab life mein sirf #BadaSocho
With
kotak
Fortune Maximiser
Your financial legacy is important not just for you but also to the people around you. Change in life's
circumstances for e.g. getting married, having children, buying a house, retirement will be much easier to
manage if you have financial back-up. With Life Goal Maximiser's Paid-Up Addition option, you can create a
financial net which will give you the flexibility to encash from your savings to fulfill your life goal or create a
legacy foryour loved ones.
Key Benefits
Build a financial legacy Flexibility to encash High Sum Assured Enhanced protection
to ensure your long-term Paid-Up Additions to for female lives with optional riders
goals are fulfilled meet your important
life goals
The mentioned points are only the salient features of the plan /riders please refer to the brochure(s) and policy document(s) for specific
details on all terms and conditions.
Plan Details
Customer Details
Name of life insured Ms. Sreeja Mondal
Age of life insured 7 years
Gender of life insured Female
Name of proposer Mr. Supriyo Mandal
Age of proposer 51 years
Policy Details
Name of the Product Kotak Fortune Maximiser
UIN 107N125V03
Basic Sum Assured 5,22,250
Amount of Installment Premium 50,000
Policy Term 78 years
Premium Payment Term 10 years
Pay Frequency Yearly
Plan Option Life Goal Maximiser
Bonus Type Paid-Up Additions
The features and illustrations given here are for demonstration purpose only. For more details on risk
factors, terms and conditions, please read sales brochure carefully before concluding sale
Plan Details
Premium First Year Second year
onwards
Base Premium (Yearly) 50,000 50,000
GST & Cess 2,250 1,125
Total Yearly
premium(incl. GST & 52,250 51,125
Cess)
The features and illustrations given here are for demonstration purpose only. For more details on risk
factors, terms and conditions, please read sales brochure carefully before concluding sale
Benefit llustration
@8%^ p.a
Total
End of Policy Annualised Total Death
Year Premium Accrued Maturity
Survival Benefit, incl,
Paid-Up Benefit, incl,
Benefit Terminal
Additions Terminal
Bonus, if any
Bonus, if any
1 50000 31330 550000
2 50000 64235 581330
3 50000 98787 0 614235
4 50000 135065 648787
5 50000 173148 685065
6 50000 213120 0 723148
7 50000 255069 0 763120
8 50000 299085 0 805069
9 50000 345264 849085
10 50000 393703 895264
11 444502 943703
12 0 497767 0 994502
13 553603 1047767
14 612121 0 1103603
15 673434 1162121
The features and illustrations given here are for demonstration purpose only. For more details on risk
factors, terms and conditions, please read sales brochure carefully before concluding sale
Benefit lustration
@ 8%^ p.a
Annualised Total
End of Policy Total Death
Year Premium Accrued Maturity
Survival Benefit, incl,
Paid-Up Benefit, incl,
Benefit Terminal
Additions Terminal
Bonus, if any
Bonus, if any
16 737656 1223434
17 804906 0 1287656
18 875306 0 1354906
19 948978 0 1425306
20 1026049 1498978
21 1106649 0 1576049
22 1190908 1656649
23 1278960 1740908
24 1370941 1828960
25 1466988 1920941
26 1567242 2742106
27 1671843 0 2876577
28 1780934 0 3016032
29 1894659 3160646
30 2013161 3310600
The features and illustrations given here are for demonstration purpose only. For more details on risk
factors, terms and conditions, please read sales brochure carefully before concluding sale
Benefit Ilustration
@ 8%^ p.a
End of Policy Annualised Total
Total Death
Year Premium Accrued Maturity
Survival Benefit, incl,
Paid-Up Benefit
Benefit, incl, Terminal
Additions Terminal
Bonus, if any
Bonus, if any
31 2136586 4931209
32 2265079 5141221
33 2398785 5357119
34 2537848 5579089
35 2682413 5807314
36 2832622 0 6041983
37 2988619 6283281
38 3150543 6531395
39 3318535 6786511
40 3492735 7048816
41 3673283 7318498
42 3860319 7595745
43 4053982 7880747
44 4254415 8173694
45 0 4461757 8474781
The features and illustrations given here are for demonstration purpose only. For more details on risk
factors, terms and conditions, please read sales brochure carefully before concluding sale
Benefit Illustration
@ 8%^ p.a
End of Policy Annualised Total
Total Death
Year Premium Accrued Maturity
Survival Benefit, incl,
Paid-Up Benefit, incl,
Benefit Terminal
Additions Terminal
Bonus, if any
Bonus, if any
46 4676150 8784202
47 4897732 0 9102151
48 5126640 9428823
49 5363005 9764410
50 5606952 10109101
51 5858600 10463077
52 6118058 10826516
53 6385426 11199583
54 6660791 11582437
55 6944232 11975220
56 7235817 1237807o
57 7535604 1279111O
58 7843639 13214453
59 0 8159960 0 13648200
60 8484595 14092443
The features and illustrations given here are for demonstration purpose only. For more details on risk
factors, terms and conditions, please read sales brochure carefully before concluding sale
Benefit llustration
@ 8%^ p.a
End of Policy Annualised Total Total Death
Year Premium Accrued Maturity
Survival Benefit, incl,
Paid-Up Benefit Benefit, incl, Terminal
Additions Terminal
Bonus, if any Bonus, if any
61 8817560 14547262
62 9158864 15012726
63 9508500 15488896
64 9866452 15975813
65 10232683 16473508
66 10607142 16981991
67 10989751 17501252
68 11380408 18031254
69 11778972 18571928
70 12185259 19123163
71 12599032 19684797
72 13019982 20256605
73 13447715 20838279
74 13881725 21429409
75 14321368 22029457
The features and illustrations given here are for demonstration purpose only. For more details on risk
factors, terms and conditions, please read sales brochure carefully before concluding sale
Benefit Illustration
@ 8%^ p.a
Total
End of Po licy Annualised
Accrued
Total Death
Year Premium Survival Maturity Benefit, incl,
Paid-Up Benefit Benefit, incl, Terminal
Additions Terminal
Bonus, if any Bonus, if any
76 14765822 22637718
77 15214036 23253280
78 15214036 450638 46035014 23980296
The features and illustrations given here are for demonstration purpose only. For more details on risk
factors, terms and conditions, please read sales brochure carefully before concluding sale
Presented by
Paramita Chakraborty
Associate Recruitment and Development Manager
9674219826
Channel Name: Individual Agents
