PensionBox BlogsGain More Clients Together

Gain More Clients Together

14 Dec 20233 min read
Written By
Vaishnavi Verma
Vaishnavi Verma
PensionBox

In today's competitive financial landscape, standing out and gaining new clients is crucial for sustained growth. Embracing an expanded key add-on that integrates PensionBox could be the game-changer for HRs and business leaders.

Here's why.

Comprehensive Financial Planning Solutions:

By integrating PensionBox into your portfolio, you can extend a more holistic financial planning solution to your workforce. This means offering a wide range of benefits beyond conventional ones. PensionBox's specialized expertise in pension management and financial planning can add significant value to your official relationships.

Competitive Edge and Client Attraction:

Setting yourself apart from your competitors is important. With PensionBox as your partner, you gain a unique advantage by providing a service that goes beyond just regular. The ability to offer a free-of-cost PensionBox add-on to your users is a compelling idea. It becomes a unique selling point that can attract new clients and nurture existing relationships seeking efficient and comprehensive financial planning.

Elevating Credibility and Trust:

Partnering with PensionBox ensures your commitment to excellence. It reflects our dedication to providing top-notch solutions to our users, enhancing your credibility along.

This partnering with PensionBox can significantly enhance your brand's reputation and trust among your clientele.

Benefits of Partnering with PensionBox:

PensionBox isn't just any platform; it's the Fastest and smartest way to manage your pension and plan your financial journey. Collaborating unlocks access to high-end tech tools, seamless experience, and a wealth of resources, allowing you to offer unmatched value to your clients.

The Power of Free-of-Cost Services:

Offering PensionBox services free of cost to your clients demonstrates your commitment to their financial well-being. It becomes a value-added service that strengthens client relationships and fosters trust. The significance of having quality financial planning assistance without any additional costs can significantly impact client retention and fulfillment.

Building Stronger Client Relationships:

Integrating PensionBox isn't merely about expanding your key offerings; it's about building stronger, lasting relationships with your clients. By providing them with comprehensive financial planning using PensionBox, you become a trusted partner in this journey toward a secure financial future for those you care about.

Decide to integrate PensionBox today, and pave the way for an enhanced client experience and a competitive edge in the financial advisory landscape. No matter what your business is, there is a way to partner with PensionBox and help your customers retire with confidence. Initiating a partnership with us is simple, just a click away- Partner Now.

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Frequently asked questions
PensionBox is India’s first pension platform/app that helps you access, invest in, and track your NPS and other pension products with better user experience & minimum charges.

PensionBox simplifies the National Pension System(NPS), the government's pension scheme for private employees both for retail users and HRs/companies.

If you don’t have an NPS account, you can simply open your pension account within 2 minutes and if you have NPS PRAN already, you will be able track, invest and manage everything free of charge with best user experience.
Absolutely. PensionBox is fully ISO 27001 compliant with the Pension Fund Regulatory and Development Authority (PFRDA), the government body that regulates pensions in India.

We never touch or hold your money directly, your investments go safely to your chosen pension fund through approved channels.

We are built with Zerodha as POP , ensuring transparency, data security, and peace of mind. Your retirement savings are protected by regulation and secured by technology.
Banks/POPs charges high fees on account opening & every investment Even CRA apps have hidden charges/low transparency & lack timely support Pension Funds restrict pension fund choice & selection to themselves.

That’s why, PensionBox brings transparency, zero charges, timely support and freedom to select any pension fund so that you get the best experience investing in NPS & be better future ready.

That’s not it, we help you & your company together to maximise contribution and tax savings with minimal charges & best user experience.
It’s super easy to use PensionBox, just start by signing up using your browser on laptop/mobile or downloading the app on appstore or playstore.

If you are an existing zerodha user then you get a fast login or sign up using kite ID.

Once you are onboarded with kite ID, you get free access to
  • Open NPS in 2 minutes
  • Track existing NPS
  • POP shift or CRA shifting
  • Invest in one time or create SIP in NPS
  • Withdraw NPS requests & instant withdraw tier 2
  • Create your dream retirement plan
  • Open NPS Vatsalya for your kid
  • Share with HR (To unlock more tax benefits)
Tax Benefits in New Tax Regime
  • Employer Contribution:
    • Contributions made by your employer to your NPS account are tax-free up to 14% of your basic salary under Section 80CCD(2). Do connect us with your HR to enable this for you.
    Tax Benefits in Old Tax Regime
  • Self-Contribution:
    • Deduction up to ₹1.5 lakh under Section 80C.
    • Additional deduction of ₹50,000 under Section 80CCD(1B) — exclusive to NPS investments!
    • This allows you to claim a total deduction of up to ₹2 lakh every year on your NPS contributions.
  • Employer Contribution:
    • Contributions made by your employer to your NPS account are tax-free up to 10% of your basic salary (Basic + DA) under Section 80CCD(2). Do connect us with your HR to enable this for you.
    • This is over and above your personal deduction limits, giving you extra tax efficiency.
We understand NPS can be confusing, complex and there is a lot of information out there to believe in. Don’t worry, our team is here to help you with the right information.

Feel free to book a free call to learn more about NPS, NPS Vatsalya, Corporate NPS & PensionBox or contact the support team.
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