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 Uday Kotak (born 15 March 1959) is an Indian banker;
executive vice chairman and managing director of Kotak
Mahindra Bank.
 On 22 March 2003, Kotak Mahindra Finance Ltd. became the
first company in India’s corporate history to receive a banking
license from Reserve Bank of India.
 Forbes estimated his wealth to be $4.1 billion in 2012. In 2006
he ended a 14 year partnership with Goldman Sachs by
acquiring its 25% stake in two subsidiaries for $72 million. In
June 2014, he was named Ernst & Young World Entrepreneur
of the Year 2014.
 Director: Mr. Gaurang Shah.
 Managing Director: Mr. G Murlidhar.
 Chief Investment Officer: Mr. Sudhakar Shanbhag.
 Senior Executive Vice president & Chief financial
officer: Mr. Cedric Fernandez.
 Traditionally, life insurance used to provide
financial protection to your family and
dependents in the event of any unforeseen
event or your untimely death. But nowadays,
life insurance has become synonymous with
savings, wealth generation and protection. Life
insurance companies-these days-provide plans
through which you can not only secure the
financial future of your dependents in the event
of death but also build wealth for them and be
financially secure from eventualities such as
disease and disability.
 Life insurance is required because of the following
factors -
 Life insurance takes care of those who are financially
dependent on you even when you are not around to
look after them.
 Retirement planning takes care of your retirement, as
there is no guarantee of a consistent income post
retirement.
 The expenses you may incur in future will keep
increasing due to inflation, and thus even a fluctuation
in your income may lead to a compromised lifestyle.
 Savings plan enables individuals to secure their financial
future by helping you to get attractive returns.
 Kotak Mahindra Old Mutual Life Insurance is one of
the fastest growing insurance companies in India,
trusted by over 4 million policyholders nationwide.
The company is differentiated because of its
proven ability to deliver outstanding value to its
customers through high customer empathy and
understanding, lifetime of exceptional service and
suite of products that best leverage the combined
prowess of Protection and Long term Savings - the
two key elements that determine any winning life
insurance product. The company also has among
the best claim ratios in the industry.
 Financial acumen:
 Discipline Fund Management:
 Innovativeness:
 Unrelenting Customer Focus:
 Transparency In Surveys:
 Value creation
 The global Indian financial services brand
 The most preferred employer in financial services
 The most trusted financial services company
 An uncommon bond strengthened by a common
vision.
 Increasing Monthly Income
 Guaranteed payout period of Monthly Income
 Assured Benefit as lump sum on Death
 Convenience of onetime payment – Single Premium
 Joint Live cover – Provides cover on both the lives
 Advantage of Loyalty Additions
 Ensures financial independence post retirement
 Offers a wide range of income options suiting
different retirement needs
 Allows a range of annuity payout frequencies
 Receive a planned corpus at maturity
 Secure the well-being of your family through triple
protection
 Build the maturity amount as per your risk return
preference
 Flexible premium payment period
 Kotak Life Insurance has lower premium for a
1 Crore cover.
 Kotak Life Insurance has a higher claim
settlement ratio.
 Kotak Life Insurance has also resolved more
grievances.
 Kotak Life Insurance has a lot of riders.
 Also, as a company Kotak is more trustworthy
than Bharti Axa.
Kotak life insurance ppt