Kotak Life launches its digital-first guaranteed wealth builder plans campaign

Starts 3rd October

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Kotak Life launches its digital-first guaranteed wealth builder plans campaign

The campaign displays a bouquet of stable investment offerings from Kotak Life.

Kotak Life

Mumbai: Kotak Mahindra Life Insurance Company Ltd (“Kotak Life”) today announced the launch of its digital-first campaign for Kotak Life’s Guaranteed Wealth Builder Plans (GWBPs).

The campaign displays a bouquet of stable investment offerings from Kotak Life. The objective is to address the biggest concerns of consumers regarding their investments. First is the uncertainty around returns, the other is the need to invest in tax-efficient instruments.

The campaign goes live across social media and OTT platforms.

These wealth builder plans are designed to offer guaranteed returns to the customer, thus helping them in their wealth creation journey. In this era, where the customer is facing a lot of uncertainties in the macro environment about market fluctuations, health issues, job insecurities and so on, these plans are a welcome change. The company also talks about the tax advantage offered along with these plans.

Kotak Mahindra Life Insurance Company joint president Subhasis Ghosh said, “Our campaign aims to empower individuals to make informed decisions and secure their financial future through the bouquet of the Guaranteed Wealth Builder Plans (GWBPs). These plans assure investors of fixed returns, thereby providing steady financial growth. Recognising the importance of financial certainty, GWBPs enable investors to strategise and budget their finances confidently, a crucial aspect given that economic uncertainties are common.”

Grey Group group creative director Ankit Mathur said, “With Kotak Guaranteed Wealth Builder Plans, we had the unique opportunity to combat two of the biggest concerns consumers have in regards to their investments– the uncertainty of returns and the need to invest in tax-efficient instruments. We created two films that voice out the internal thoughts of our audience in a light-hearted way.”

Key features of Kotak Life’s Guaranteed Wealth Builder Plans include:

1   Fixed and Predictable Returns: These plans offer predictable returns, allowing investors to plan and budget their finances with more certainty.

2   Long-Term Financial Planning: Knowing the expected returns can benefit long-term financial planning and goal setting.

3   Protection from Market Fluctuations: Investors in guaranteed wealth builder plans are shielded from the fluctuations and uncertainties of the financial markets, making them a suitable option for those seeking stability.

4   Encouraging Financial Discipline: Investing in plans with a fixed return can encourage financial discipline and regular contributions, fostering a savings habit.

5   Designed for Long-Term Investment: Guaranteed wealth plans are often designed for long-term investment, making them suitable for individuals with a long-term financial horizon, such as retirement planning, a child’s education, etc.

6   Tax Exemption: These plans offer exemptions on the premium one pays and tax-free returns for premiums up to Rs 5 lakh.

Click below to view the campaign videos