PREFERRED PARTNERS: 2026
Wealth & Protection Plans
Secure your future with top-rated insurance and high-yield investment options.
Life Insurance
Term & Endowment Plans
5 Providers
| Provider Name | Indicative ROI/Bonus | Service Fee |
|---|---|---|
| LIC (Life Insurance Corporation) | High Trust | Nil |
| HDFC Life | Market Linked | Standard |
| ICICI Prudential Life Insurance | Stable Returns | Standard |
| SBI Life Insurance | Low Premium | Nil |
| Max Life Insurance | 99%+ Claim Ratio | Standard |
Health Insurance
Cashless Hospitalization
3 Providers
| Provider Name | Hospital Network | Processing |
|---|---|---|
| Star Health Insurance | 14,000+ | Digital |
| HDFC ERGO | 12,000+ | Fast Track |
| ICICI Lombard | 11,000+ | Zero Paper |
Mutual Fund
Wealth Creation
5 Asset Managers
| AMC Name | Exp. Returns | Exit Load |
|---|---|---|
| SBI Mutual Fund | 12-15%* | 1% (if < 1yr) |
| HDFC Mutual Fund | 11-14%* | Standard |
| ICICI Prudential MF | 12-14%* | Standard |
| Axis Mutual Fund | 10-15%* | Standard |
| Kotak Mahindra MF | 11-13%* | Standard |
SIP (Systematic Investment Plan)
Start with ₹500
4 Banks
| Bank Name | Setup Fee | Automation |
|---|---|---|
| State Bank of India | ₹0 | Auto-Debit |
| HDFC Bank | ₹0 | NetBanking |
| Axis Bank | ₹0 | UPI/Mandate |
| Kotak Mahindra Bank | ₹0 | Instant |
Unlisted Stock Trading
Pre-IPO Opportunities
2 Securities
| Broker Name | Platform Fee | Execution |
|---|---|---|
| ICICI Securities | Competitive | Direct Demat |
| HDFC Securities | Standard | Assisted |
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