Kotak life

Achieve your Financial Goals with Kotak Life

Kotak Life Services

At Wealth India Management, we are proud to partner with Kotak Life to offer a range of comprehensive financial solutions designed to secure your future and provide peace of mind. Our expert team is dedicated to helping you achieve your financial goals with tailored plans and reliable advice.

 

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Kotak Assured Pension Plan (KAPP)

Pension & Retirement Planing

  • Deferred Annuity option.
  • Guaranteed Interest rate for life time
  • 110% sum assured on unfortunate incident
  • Higher Annuity rate for higher premium

Tulip

Family Protection Plan

  • Option to choose a higher sum assured
  • 2X return of Premium Allocation charges and 3X return of Mortality charges
  • Loyalty additions on maturity
  • Flexibility for premium payment option
  • Option to choose multiple investment strategies

Kotak Fortune Maximiser (KFM)

Child Education & Marriage

  • Multiple plan option
  • Multiple bonus payout option
  • Long life cover
  • Spouse cover under same plan, high S.A. for female life
  • Option for money back from next year

Kotak Guaranteed Fortune Builder (KGFB)

Wealth Creation & Corpus Building

  • Long-term income
  • Early income
  • Assured income
  • Bright future
  • Guaranteed lumpsum benefit with flexible liquidity option.

Kotak Assured Savings Plan (KASP)

Assured Savings

  • Guaranteed maturity benefit
  • Get increasing life cover
  • Higher benefit with longer premium commitment
  • Bright future
  • Pay 1 lakh for 10 years and get 17.6 lakhs tax-free maturity amount

Your Trusted Partner in Financial Excellence

Welcome to Wealth India Management, founded by Mohammad Ahmadullah with over 25 years of experience in the finance industry across India and the UAE. We offer personalized financial advisory and consulting services to help you achieve your financial goals. Our commitment to integrity, transparency, and excellence ensures you receive expert solutions tailored to your unique needs.

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Our Services

Mutual Funds

Diversify your portfolio with our expertly managed mutual funds. Benefit from professional management and potential high returns.

Fixed deposite

Earn guaranteed returns with our secure fixed deposit options. A safe and stable investment for your financial growth.

Stocks

Invest in the stock market with confidence. Our expert guidance helps you navigate market trends and maximize your gains.

National Pension System (NPS)

Secure your retirement with the National Pension System. A flexible and tax-efficient way to ensure a financially stable future.

Why Choose Us

Expertise You Can Trust

With over 25 years of industry experience, we provide reliable and informed financial advice.

Personalized Financial Solutions

We tailor our services to meet your unique financial needs and goals.

Comprehensive Services

From investment management to tax advisory, we offer a full range of financial services.

Client-Centric Approach

Our commitment to transparency and integrity ensures a partnership built on trust and mutual success.

Smart Investment Solutions

Grow your wealth with our expert investment strategies. Let us help you make informed decisions to maximize your returns.

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