Investment Packages

Features / Services Gold Plan Silver Plan Platinum Plan
Post Office Schemes (NSC, KVP, MIS, TD)
✅ All schemes support
✅ Only 1 scheme support
✅ All with tracking & review
LIC Insurance Policy Guidance
✅ Full guidance + forms
✅ Basic suggestion
✅ Doorstep support + reminders
PAN Card Services
✅ Submission support
✅ Form fill help only
✅ Priority + correction support
Health/Vehicle/Travel/Marine Insurance
✅ Online/offline options
✅ Best rates + claim assistance
Annual Policy Renewal Reminders
✅ Reminders only
✅ With follow-up & planning
Dedicated Support (Phone/WhatsApp)
✅ Extended hours
✅ Only during office hours
✅ VIP Direct Line (Personal)
Personalized Investment Planning
✅ Once in 6 months
✅ Quarterly planning session
Documentation Pickup & Delivery (Delhi/Noida)
✅ ₹100 per visit
✅ Free
Portfolio File / Record Maintenance
✅ Basic folder
✅ Premium printed folder
Fee / Annual Subscription
₹999/year
₹999/year
₹2499/year