Membership Category
• Membership category available are Silver, Gold and Platinum
• Membership Fee shall be nil for Silver, Rs.30,000/- for Gold and Rs.1,20,000 for Platinum
Membership Validity
• Membership starts on the day of sign up & payment of applicable membership fee
• The validity of membership is till the utilization of defined ‘’Loyalty Point’’ limit under respective membership category within 5 years from the date of the start of the membership
Loyalty Points Limit
• Under respective membership category of GOLD & PLATINUM, total loyalty points are limited to
a value of Rs.3,00,000 & Rs.12,00,000/- respectively
On Exhausting the Loyalty Point Limit
• Upon 100% utilization of defined limit and in order to enjoy earning uninterrupted loyalty points, the client may need to recharge the membership with the amount applicable for the respective membership category
• In the event the limit is fully utilized and not recharged, loyalty point % applicable if any shall be that of Silver membership
Applicable Loyalty Point % & Redemption
• Loyalty Point percentage may vary between one brand to another with respect to similar product category/domain
• The same may be obtained through your respective Relationship Manager.
• It is subject to change any time without giving any prior notice
• Loyalty Points earned in the insurance & Mutual Fund subscription can be redeemed as additional loyalty points on (1)subscription of financial products such as loans, fixed deposit, stock trading etc. (2) Refer a Friend scheme
• The minimum period for redemption is 60 days or until the receipt of commission/brokerage from the respective principal organizations towards the respective product subscription
Others
• Financial Helpdesk holds no guarantee of acceptance of insurance proposals/policies, loan applications and account opening by any of the principal companies / Insurer / Banks / NBFC’s / AMC’s etc
• Financial Helpdesk holds no responsibility incase of delay in services in any manner
• Financial helpdesk is financial product distribution company mainly the lead generator and mostly the fulfillment is done by the respective principal organizations