Important Notes

Corporate Office

Address : Kotak Mahindra Old Mutual Life Insurance Ltd. 2nd Floor, Plot C- 12, G- Block, BKC, Bandra (E) , Mumbai - 400051

Telephone Number : +91 22 6599 3626

Fax Number : +91 22 6672 6254

Email Address : [email protected]

Toll Free Number : 1800 209 8800

About Kotak Mahindra Old Mutual Life Insurance Ltd

Kotak Mahindra Old Mutual Life Insurance Ltd is a 74:26 joint venture between Kotak Mahindra Bank Ltd., its affiliates, and Old Mutual.

About Kotak Mahindra Group

Kotak Mahindra is one of India's leading banking and financial services organizations, offering a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector.

Old Mutual

Old Mutual is an international long-term savings, protection and investment group. Originating in South Africa in 1845, the Group provides life assurance, asset management, banking and general insurance in Europe, the Americas, Africa and Asia. Old Mutual is listed on the London Stock Exchange and the JSE, among others.

Vision and Mission Statement

- An uncommon bond. Strengthened by a common vision. Apart from common beliefs, values and objectives they believe in the vision of a better tomorrow. It is this deep veneer of faith that has brought the together and fortified their bond.

- The global Indian financial services brand. Their customers will enjoy the benefits of dealing with a global Indian brand that best understands their needs and delivers customised pragmatic solutions across multiple platforms. They will be a world-class Indian financial services group. Their technology and best practices will be benchmarked along international lines while their understanding of customers will be uniquely Indian. They will be more than a repository of their customers' savings. The group, will be a single window to every financial service in a customer's universe.

- The most preferred employer in financial services. A culture of empowerment coupled with a spirit of enterprise, attracts bright minds with an entrepreneurial streak to join them and stay with them. Working with a home-grown, professionally-managed company, which has partnerships with international leaders, gives their people a perspective that is universal as well as unique.

- Value creation rather than size alone will be their business driver.

Why Kotak Life Insurance

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, a solemn testimony to its business practices.

Strengths

1. Financial Acumen - Holds a stable and diversified portfolio and has received some of the highest ratings in financial strength from industry’s independent rating agencies.

2. Disciplined fund management - Years of experience in asset management, and a strong track record in managing funds - backed by the acclaimed expertise of Old Mutual plc

3. Innovativeness - Innovator in providing pragmatic and need based life insurance solutions, with consistent emphasis on leveraging the combined prowess of protection and long term savings to the customer’s best advantage.

4. Unrelenting Customer Focus - A highly committed sales force, with customer satisfaction as the key driving force

5. Transparency in Services - Daily declaration of fund performances, regular performance benchmarking, well regulated asset management, and monthly newsletter on market updates