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Elite Advisory Tier

Platinum Membership

India's Most Exclusive Growth Community for Only 50 Insurance & Financial Advisors

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Selected Members Nominated for Platinum Membership

Mr. Sunil Kumar Valecha

Mr. Sunil Kumar Valecha

Madhya Pradesh
Mr. Suman Kumar

Mr. Suman Kumar

Bihar
Mr. Mohamad Asif

Mr. Mohamad Asif

Maharastra
Mrs. Sarita Sharma

Mrs. Sarita Sharma

Delhi
Mr. Jasti V Rao

Mr. Jasti V Rao

Telangana
Mrs. Neha Palande

Mrs. Neha Palande

Maharastra
Mr. Vasant Kawale

Mr. Vasant Kawale

Maharastra
Mr. Kawaljit Singh Ghai

Mr. Kawaljit Singh Ghai

Punjab
Mr. Mahesh Goenka

Mr. Mahesh Goenka

West Bengal

Membership Qualification Criteria

Strict Cap of 50 Members

Only 50 elite advisors from across India will ever be admitted into the Platinum Membership. This ensures maximum closeness, high-quality peer interactions, and exclusivity.

Elite Production Target

Every member must achieve a minimum benchmark of **Double MDRT**, **COT** (Court of Table), or **TOT** (Top of Table) inside their financial advisory practice.

Geographic Limitation

To foster diverse regional representation and unique city leadership, a **maximum of 2 members from each city** are permitted to join.

Exclusive Benefits & Rewards

Guaranteed Benefit

2 Monthly Mentoring Sessions

Receive 2 customized mentoring sessions every month. Learn directly from India's top advisors, elite industry trainers, or top development officers.

Summit Reward

BITV Global Summit Stay & Airfare

Get a fully covered ticket to the 2 Days BITV Global Summit, complete with comfortable stay arrangements and roundtrip airfare covered by the platform.

Summit Reward

12-Minute Speaker Slot

Elevate your personal authority and personal brand inside the advisor community with a dedicated 12-minute speaking slot on the Global Summit main stage.

Referral Pathways to Summit Benefits

Scenario 1

No Referrals

If you don't enroll a single member into the community, your benefits are restricted to coaching access:

  • Eligible ONLY for 2 monthly mentorship sessions.
  • Summit ticket, hotel stay, and airfare must be bought separately by paying standard fees.
  • Speaker opportunity is not available.
Scenario 2

1 Referral Upgrade

Unlock physical summit access (without stay) by referring one peer and fulfilling the fee rules:

  • Referral and yourself must pay full Yearly fees of ₹17,988 (₹1,499 * 12 months) before the summit to qualify for 2 Days Global Summit Access (without stay).
  • If contributions are incomplete: you must pay your own balance (100%) and 67% of your referred member's remaining balance.
Scenario 3

8 Referrals Upgrade

Unlock the ultimate VIP rewards (hotel, flight, and stage presentation slot) by building a peer network:

  • Enroll 8 advisors in Silver Membership. Group total investment (including yours) must reach ₹1,61,991 before the summit.
  • Shortfall rule: If group total is below target, pay 30% of the balance shortfall to secure stay and airfare benefits (speaker slot excluded).
Speaker Slot Deadline Condition

Please note: You are eligible to become a speaker only if the target collection of ₹1,61,991 is fully achieved before the given deadline date of every year. Shortfall payment options (paying the 30% balance penalty) will secure stays and flights, but the stage speaker slot is strictly dependent on achieving the collection target before the deadline.

Upgrade Pathway Packages & Rules

Basic Tier

Coaching Only

0 Referrals Required
Coaching Tier

Focuses strictly on mentorship and training classes. Physical Global Summit facilities are excluded.

  • 2 Mentoring Sessions in a month from top advisors, trainers, or development officers.
  • 2 Days physical entry ticket to Kolkata Global Summit.
  • Fully covered Hotel Stay and roundtrip Flights.
  • 12-minute stage speaking slot at the Global Summit.
Shortfall/Upgrade Rule: N/A. All summit-related facilities must be purchased separately by paying standard registration fees.
1 Referral Upgrade

Summit Pass

Refer 1 Insurance Advisor
Gold Upgrade

Unlocks physical entry pass to the 2 Days Global Summit in Kolkata (meals included, stay/flights excluded).

  • 2 Mentoring Sessions in a month from top advisors/trainers.
  • 2 Days physical entry ticket to Kolkata Global Summit (meals included).
  • Fully covered Hotel Stay and flights.
  • 12-minute stage speaking slot.
Shortfall Rule: If yearly contributions of yourself and referred member fall below target (₹17,988 each), you must pay 100% of your remaining balance + 67% of your peer's remaining balance before the summit to keep the pass.
8 Referrals Upgrade

VIP Summit Pass

Refer 8 Insurance Advisors
Platinum Upgrade

The ultimate all-inclusive VIP experience with hotel stay, roundtrip airfare, and stage presentation slot.

  • 2 Mentoring Sessions in a month from top advisors/trainers.
  • 2 Days Global Summit Entry Pass (Kolkata Event).
  • Hotel stay and roundtrip Flights covered fully by the platform.
  • 12-Minute Speaker Slot on main stage (subject to target deadline).
Shortfall Rule: If the total collection of your 8 referrals + yourself falls below ₹1,61,991, pay a 30% co-payment of the group shortfall balance to secure stay/flights (speaker slot is excluded).

How It Works

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Apply for the Exclusive Cap Today

With only 50 slots across India, regional seats fill up rapidly. If you meet the benchmark criteria of double MDRT, COT, or TOT, submit an application inquiry to secure your city's slot.

BITV: Top Platform for Financial Advisors in India

BITV: Top Platform for Financial Advisors in India

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