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Z
Investing
Zerodha
INCustomer since 08 January 2021Last txn 1 months ago
Lifetime spend, INR
Rs 2.40 L
Lifetime spend, USD
$0
Transactions
60
Avg per transaction
Rs 4,000
Recurring pattern detected
Zerodha Nifty 50 SIP
sip, ~every 30 days. Last seen 01 May 2026, next expected 01 Jun 2026.
Amount
Rs 20,000
Recent transactions
| Date | Description | Amount |
|---|---|---|
| 01 May 2026 | Nifty 50 index fund SIP | Rs 20,000 |
Drafted negotiation email
Based on your tenure and total spent, we drafted an outreach that asks for a 15% credit package. Review and approve to send.
Subject
Long-time customer asking about your retention program
Body
Hi Zerodha team,
I have been a customer since 08 January 2021 (66 months) and my account has paid Rs 2,40,000 across 60 transactions.
I am evaluating a few alternatives for the same use case as I plan the next 12 months of spend. Before I make a decision I wanted to ask: does Zerodha have a retention program or annual-commit pricing for long-tenured accounts at my volume?
Even a 10 to 15% credit on the next 12 months would keep me on the platform and we can avoid migration friction on both sides.
Happy to jump on a 15-minute call this week.
[Your name]