Financial Solutions & Inheritance Planning

Axis Direct

Get 50% Discount on Subscription Fees for SmartEdge Plus

• 50% Discount on Subscription Fees for SmartEdge Plus/Axis Intellect baskets of stocks, with only a conservative basket provided to senior citizens.
• Health Insurance Benefit up to 36X of MF SIP amount in case of hospitalization and up to 100X for critical illness (details attached).
• Horizon Basket, specially curated for senior citizens, which includes investments in asset classes like Equity ETF, Corporate Debt, Gold, and Liquid Bees. The basket excludes direct equities and rebalances annually in favor of debt instruments (https://axisdirect.smallcase.com/horizon).
• Complimentary Invitations to customer education programs, both online and in-person, run by Axis Securities.
• Waiver of Axis Demat & Trading Account Opening Fees.

How to Avail?

• Customers need to subscribe for SmartEdge AI
• The fee charged will be refunded up to the eligible amount by T+1 month (T being the month of SmartEdge AI amount debit).
• The maximum refund is restricted to Rs. 2,499 per customer.

*T&Cs apply

QuikDox

50% discount on Will making services for Senior Citizens

Key Features

• 100% automated
• Instant delivery
• Variety of Will

Type of Services offered

• Standard Will – Basic Will with 1 beneficiary
• Premium Will – All the features
• Couple Will – 2 Premium Wills for Wife, Husband
• Joint Will – 1 Premium Will made by 2 persons

How to Avail?

• Customer needs to click on the Link mentioned on the Silver Lining Program website / Email / SMS communication
• Customer evaluates the Will which he wants to create
• On finalisation the customer uses Promo Code – “AXISSILVER50” during checkout and makes payment via Axis Bank Credit / Debit Cards

*T&C apply.