Kotak Assured Pension

Benefits: 

Immediate Annuity

• 8 Annuity options to choose from
• Flexibility to avail additional annuity pay out through Top Up
• Issued annuity rates are guaranteed for lifetime
• Higher Annuity Rates for Higher Premium

Deferred Annuity

• 2 Annuity Options to choose from
• Flexibility to choose Deferment Period between 1 – 10 years’ basis on your annuity requirement
• Guaranteed Additions accrued during the Deferment Period
• Lump-sum amount payable on Death of Annuitant or Surviving Annuitant during & after the Deferment Period
• Flexibility to choose for how long you want to pay your premiums basis your annuity option
• Issued Annuity Rates are guaranteed for lifetime • Higher Annuity Rates for Higher Premium

Eligibility:

Entry Age    : Mini 18 / 45/ 55 Years,      Maxi: 70 / 80 / 85Years

Minimum Annuity : Rs.12,000 Yearly

Annuity Mode :  Yearly / Half Yearly / Quarterly

Premium Payment Term  :  Single Pay

Limited Pay  : 5 – 9 Years

Regular Pay : 5 – 10 Years

Premium Payment Mode         :  Yearly / Half Yearly / Quarterly