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 Table of Contents

Description Pages
A. Email ID 3
B. OPFIN portal update and attendance marking and Runo CRM 4
C. Product Offering 5-7
D. Services Offered 8
E. Common Queries 9

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  E-MAIL ID

a) How to use email id

Log-on to www.webmail.trufedu.com
E-mail id Username: - Pl ask the HR Manager/Line manager
to share.
Standard Password: - Passw0rd1@

b) Download Outlook app from Play store or apple store

Outlook settings: - Secure SSL/TLS settings (Recommended)

Username: - firstname.lastname@trufedu.com
Password: Use the e-mail account’s password
Incoming Server: mail.trufedu.com
IMAP Port: 993 POP3 Port: 995
Outgoing Server: - mail.trufedu.com
SMTP Port: 465
IMAP, POP3 and SMTP require authentication.

E-mail id is ready to use and strictly for official usage only. E-mails
are randomly monitored for security reasons.

 OPFIN HR portal (www.opfin.com)

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  Welcome is triggered by the HR team to the activated official e-
mail id.
 The link in e-mail will take you to the page for login with
official e-mail and generate a new password to log in.
 Complete the on boarding process and upload all the required
documents/photo with other details in MY Profile.
 Address, Name, DOB of Dependents to be updated in the portal
 Regular mark attendance on all working day by check-in &
check-out on the OPFIN portal in ATTENDANCE section.
 Check in at 10.00 am and Check out 17.00 pm

Runo: -CRM app (Only for sales and training team)

 You can download the RUNO CRM app from playstore or

apple istore.
 The relevant tutorial is attached sales executive process demo.
 Copy and paste this link in the web browser and login with your
gmail id for access to tutorials related to the usage of the CRM.
 https://drive.google.com/open?
id=1ILtdqe9AHh0VsjZUpHxNe0s8R_N249KE

This app is used for updating daily customer calls, meetings and any
interactions.

 Product Offering
Power Product Planning
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TRUFEDU’S goal-based plan helps you plan for all your life goals
whether it be short term or long-term goals. That is why we are there
to listen so that you could lead your way to financial freedom.
TRUFEDU has trained and qualified financial counsellors who
would design a customised financial plan for you so that you can
achieve your specific goals. A goal based financial planning
approach would help in building wealth with a predefined purpose.
Our counsellors would be able to guide you on how to break your
monthly or annual savings across multiple portfolios based on your
specific needs, priorities and situation.

Benefits and advantages

• Customised strategy around your goals

• Reduced risk profile

• Complete transparency at all stages

• Calculated to work with minimum investment

• Personalised expert advice

Power Product Planning INR 5000* (12 months plan

*+GST as applicable)

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Goal base Planning

Are you planning to buy a home? Worried about your children’s education? Want to
secure your retirement? TRUFEDU goal-based plan helps you plan for all your life goals,
whether it’s big or small. That is why we listen and let you take charge.

Personal TRUFEDU financial counsellor will helps achieve desired goals through a
personalized plan. Goal-based financial planning will help understand where to begin and
how to start working towards a specific goal to achieve. A TRUFEDU counsellor guide
how to break monthly or annually savings across multiple portfolio based on specific
needs, priorities and situation.

Benefits and advantages

• Customized strategy around your goals

• Reduced risk profile

• Complete transparency at all stages

• Calculated to work with minimum investment

• Personalized expert advice

Goal Based Planning INR 10000* (12 months plan +*GST as

applicable)

Comprehensive Planning
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Dreams... I have a dream, you have a dream, and we all have a dreams. Dreams comes in
variety of formats. You want to buy a car, a peaceful retired life or an exotic holiday etc.
everything dreams cost money! TRUFEDU is your ticket to convert your dreams into
reality by achieving your long-term financial goals. We provide you with a comprehensive
approach to address a diverse set of long-term financial objectives and paves the way
towards a secure future. This service is based on a long-term, one-to-one relationship with
a counsellor and involves a comprehensive, ongoing approach to managing all areas of
your financial life. It begins with you - your needs, dreams and goals. Our team takes a
holistic view of your financial situation and provides personalized advice to meet your
needs. The progress is also tracked over time and adjustments are made to your plan along
the way based on your evolving needs.

Benefits and advantages

• Covers all your financial requirements

• Provides long term solutions for evolving needs

• Build a safe and secure financial future

• Progress tracking at all stages

• One to one relationship management

Comprehensive Planning INR 15000* (12 months Plan +*GST as

applicable)

 SERVICES OFFERED

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  COMMON QUERIES
Q.1. What happens if a client opts a Plan E.g. Power Plan and then realises that
Comprehensive Plan is better and wants to subscribe for it?
Ans: Client can inform the helpdesk team via e-mail, request letter, phone regarding the
upgradation of existing Plan. The CRM team responses and upgrades the service with
additional fees applicable. The Upgraded plan confirmation mail is shared to the registered e-
mail id.

Q. 2. What happens in the next year as the Power Plan is subscribed for 1 Year (12 Months)?
Ans: The client has to renew our services to avail benefits of the plan.

Q.3. Can a client choose the monthly subscription plan?

Ans: Yes he can with a INR. 500 + 18% GST per month regularly for 12 months. It will be
debited on standing instruction for next 11 consecutive months.

Q.4. What happens if a client chooses monthly mode of INR. 500 subscription plans and
wants to change to a yearly mode Power Plan/Goal/ Comprehensive Plan?
Ans: Client has to inform the Help-desk with change in plan request. On verification, the
team cancels the monthly auto-debit at their end and upgrade the new plan. The client has to
pay additional fees for the upgraded subscription plan.

Q.5. Once Subscribed to the Annual Plans, do the client get a chance to cancel and get any
refund?
Ans: Once the client subscribes to any of the Plans, then he becomes a member of TRUFEDU
family and is a member for entire year, (12 months). Once subscribed there is no refund
policy.
Please Note: In the Terms and Conditions, it is clearly mentioned on website that no refund
will be provided at point in time.

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