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The Safe Box

Pocket Power Plan

Target: Log jinke paas ₹200–₹500 per month hi bachta hai

Promise: “Bina bachat ke bhi investment shuru”


How it works:

✅ Minimum buy: ₹100 per week OR ₹200 per month

✅ Fractional stock buying (blue-chip mega caps)

✅ Automatic weekly/monthly buy

✅ Auto-dividend reinvest


USP:


“₹100 se India ki badi companies ka hissa bano”


Zero pressure, smallest-ticket plan

Systematic Delivery Plan (SDP)

Target: Salary wale / dukandaar / normal investors

Ticket Size: ₹2,000 – ₹5,000 per month

Promise: Long-term wealth + rupee-cost averaging

USP:


Diversified basket


Low brokerage


12-month projection report


Goal-based investing (child education, house, retirement)


Tagline:

“₹2,000 se wealth build karna shuru.”

Growth Booster Basket

Ticket Size: ₹25,000 – ₹1,00,000 one-time OR quarterly

Target: Doctors, teachers, salaried, small business owners

What happens:


Curated 7–10 high-growth companies


12–24 month horizon


Quarterly performance email


Risk rating shown clearly


USP:


They feel “premium”


They pay bigger ticket upfront


AUM jump fast


Tagline:

“Selected growth picks with handholding.”

Bluechip Wealth Shield

Ticket Size: ₹2 lakh – ₹10 lakh delivery portfolio
Who: Businessmen, contractors, lawyers, big shop owners
Promise: Capital protection + dividend stability
How it works:
✅ Only top Nifty 50 / Sensex + high-dividend players
✅ Yearly rebalance
✅ Relationship Manager support
✅ Security focused + long-term compounding

USP:

Conservative, safe-feel

No trading, only delivery

They love stability over risky growth

Tagline:
“Paiso ko shanti se badhne do.”



Legacy Portfolio (Ultra-Wealth Account)

Ticket Size: ₹25 lakh – ₹5 crore+
Who: Super rich, land owners, industrialists, NRI
Promise: Safe, tax-efficient, long-term wealth transfer
How it works:
✅ Blue-chip + global ETFs (if available through partner)
✅ PMS-style structure WITHOUT PMS paperwork
✅ Family accounts linked under one dashboard
✅ 1 yearly personal meeting + quarterly portfolio calls

USP:

Ego + luxury + legacy

Rich wants status → give status

They want “family-level planning”

Tagline:
“Aap ke baad bhi aapka paisa kaam kare.”

“EMI INVESTMENT PLAN” (EIP)

Concept:

Jis tarah log mobile EMI bharte hain,

aisa plan jahan log Shares ke EMI bharte hain.


Kaise:

Client ek “Goal Portfolio” choose karta:

• ₹30,000 portfolio

• ₹60,000 portfolio

• ₹1,00,000 portfolio

Phir woh EMI jaisa monthly payment kare (₹1,000 / ₹2,000 / ₹5,000).


System automatically har month thoda-thoda stock buy karta

“FESTIVAL TOP-UP GOLDEN PLAN”

Sirf festivals pe option:


Diwali, Holi, Eid, Raksha Bandhan, New Year, Independence Day


User ek button dabaye:

₹2100 / ₹5100 / ₹11000 festival top-up


Hum curated “symbolic portfolio”:


Lakshmi stocks (dividend kings)


India Rising stocks


Big Brand stocks


Festivals = emotion = money inflow

EVERY year repeat.


Tagline:

✅ “Festival pe kharche nahi, assets banao.”

“ZERO STRESS PORTFOLIO”

One-click fully automated portfolio

User ko kuchh choose nahi karna

Bas ek button: “Start With ₹10,000”


System:


5 stocks pick


Auto rebalance


Auto dividend reinvest


Auto monthly top-up option


Auto growth report


Tagline:

✅ “Aap soiye, portfolio kaam kare.”



“NO LOSS STARTER PLAN”

Highly attractive for beginners, poor & middle class


Mechanism:

Client ₹10,000–₹25,000 invest kare

Portfolio =


70% Blue-chip


30% Liquid/low-risk stock


Client ko Return Safety Cushion:

Agar market girta hai →

system automatically next 3 months me low price pe double buy kare

(cost averaging so strong ki loss recover fast)

“CHILD FUTURE OWNERSHIP PLAN”

Parents apne bacchon ke naam delivery stocks buy karte hain.


Features:


Child ke naam demat


18 saal hone tak lock (optional)


Dividend reinvest


18 saal pe “Wealth Gift Certificate”


Parents emotionally melt.

This is a conversion magnet.

“RENTAL PORTFOLIO”

Businessmen, shop owners, landlords ke liye


Kaise:

Har mahine rental income ka 5%–10% auto invest in delivery stocks.


Totally different logic:

People love turning “rent → assets”.


Tagline:

✅ “Rent ko kharch nahi, wealth me convert karo.”

“RETIREMENT SHIELD PORTFOLIO”

45+ age adults ke liye

– safety

– dividend

– zero leverage

– capital stability


Yearly withdrawal plan

(jaise pension ki feeling)

“TOP-UP ON DIP” Product

Market girte hi, system user ko notification :


“Nifty -2% down today → want to buy extra ₹1,000?”


One click buy 


Har dip pe buying kijiye

= powerful psychology

= high AUM

“TAX-SMART PORTFOLIO”

LTCG planning


tax efficiency


long term compounding


User ko ek simple dashboard:

✅ “Aaj bechoge → tax this much”

✅ “1 saal baad bechoge → tax this much”

✅ “Hold → No tax today, compounding continues”

“MONTH-END SURVIVAL PLAN” (this is crazy but genius)

Target = employees who are broke every month


Minimum auto-invest: ₹50 per day


Har mahine 28/30/31 din ho jaata

₹1500–₹2000 auto invest.


Logon ko lagta hai: “₹50 se kya hoga?”

Par result huge.

Your More 

‘Loss-Proof System’ – Middle Class Favorite


ये एक curated list of companies होगी जो:

✅ Zero debt

✅ High Profit

✅ लगातार dividend देती हैं

✅ 10–20 years safe track record


‘Buy-and-Sleep Portfolio’ – Working class ke लिये


लोग जो share market samajh nahi paate


Ek click se auto invest:

✅ Monthly SIP

✅ Top 10 safest bluechips

✅ Auto alerts

✅ Auto rebalance


USP:

➡ “Kaam karo, tension mat lo. Paisa tumhare sone tak kaam karega.”

‘Wealthy People VIP Portfolio’ – Rich Clients ke लिए


सिर्फ serious clients


Entry ticket: ₹10 lakh minimum


Premium features:

✅ Portfolio Manager assigned

✅ Quarterly report

✅ WhatsApp personal advisory

✅ Special IPO allocations

✅ Early breakout stocks

‘Emergency Money Plan’ – हर इंसान को चाहिए


Problem:


लोग paisa bank me rakhte rakhte waste कर देते हैं


Solution:


Demat में एक “Ready Emergency Basket”:

✅ Liquid ETF

✅ Gold ETF

✅ Safe blue-chip stocks


किसी भी दिन बेचो → 24 hrs में पैसा वापस बैंक में


 punch:

➡ “FD me paisa sookhta hai… is plan me badhta hai.”

‘Children’s Future Equity Gift’ – Emotional Segment


Parents ko bolo:


आप अपने बच्चे के नाम पर:

✅ 10 safe long-term shares

✅ हर साल birthday पर auto-buy

✅ 18 साल बाद करोड़ों का gift


MONTHLY GROWTH SYSTEM

Safe Delivery Investing me historically:

Period Expected Range (Historical)

Monthly Average 0.8% – 1.8%

Yearly 10% – 18%

5 Years 60% – 150%

10 Years 200% – 400%+


âš  No false promise

✔ Completely legal

✔ Real data

✔ Public companies ke returns par based.

“Agar market normal raha to har mahine approx 1% tak growth milti hai.”

✅ “Agar Example ke liye ₹10,000 lagaoge to kam se kam ~₹100-150 ya X rupay kuchh bhi mahine ka badh sakta hai.”

✅ “1 saal me kam se kam ₹1200 ( 12% ) – ₹1800 ( 18% ) ya maximum x% kuchh bhi approx badhta hai.”

✅ “Isse FD se zyada, risk kam, tension zero.”

Aur jab chaho paisa nikaalne ki facility bhi milti hai .

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