Securing your legacy

Insurance Planning

Your legacy is a commemoration of the life you have lived.
Our conscientiously crafted suite of offerings aid in securing your
family's future, ensuring your legacy echoes through generations.

Insurance planning helps you to not just maintain your current lifestyles but also achieve your planned future goals apart from being an effective tax planning tool. Savings-based non-unit linked life insurance products can act as investment tools to create wealth and fund long-term financial goals. Such products can also act as a secondary source of income tax savings on the premiums paid, which is another perquisite of buying such insurance policies

Product solutions offered through our insurance partners1 include:

Term Insurance
Protection Plans

Savings and
Investment Plans

Retirement and
Pension Plans

Health Insurance

1Kotak Private Banking offers insurance products under the corporate agent relationship with Kotak Mahindra Life Insurance Company Limited and Kotak Mahindra General Insurance Company Ltd.