00

Introduction

About BeWealthy

BeWealthy investment Advisory and Distribution firm was set up in 2013 by Maulik Shah, a frontline Insurance sales manager. Guided by the entrepreneurial mindset, BeWealthy focused on exceptional personalized service and precision advice that earned the firm goodwill, long-term trust and led to an asset under management of 28 Crore plus. In Dec 2022 BeWealthy secured a Corporate Agency License from IRDA which has bolstered its credibility and made it the official partner of the brands it represents. Relationships, personal touch and long-term financial advice and guidance continues to be the BeWealthy mantra ahead. The BeWealthy family comprises over 1800 retail clients and 16 corporate houses.

0
Years in Business
0 +
Happy Clients
0 Cr.
AUM (Assets Under Management)

Our Way

alt
alt

BeWealthy Business Approach

BeWealthy’s fundamental and distinct approach is Family Acquisition Strategy. Concern, Care and Clarity are 3 pillars which are the brand core values serve well as a strategic sales approach. The family unit is larger ticket size and is suitable for showcasing the expanded product basket. The engagement with family also builds long-term personal bonds and creates a conversation strategy that helps the establishment of trust and reliance. Claim management, always a pain area for clients, is served by a dedicated, specialized team which eases the journey towards their financial goals.

Our Trusted Partners

Our Promise

alt
alt

The Commitment To GiveFirst

GiveFirst is a BeWealthy pledge, a promise. To give the best quality time and service to everyone we care for. Before we ask for anything in return, we pledge to give you value first, which is the biggest outcome that we seek out of any relationship.

Our belief

alt
alt

Giving is a character

Giving is a character trait that reflects one's selflessness and compassion. It goes beyond material offerings, encompassing the gift of time, kindness, and empathy. Cultivating a spirit of giving not only enriches individual lives but also strengthens the bonds of humanity, fostering a more harmonious and connected world.

Our Committment

The GiveFirst Pledge

  • Give your time

  • Give your attention

  • Give your heart

  • Give your word

  • Give your knowledge

  • Give what you promised

The People Behind

55
56

Leading From The Front

Moulik

FOUNDER AND DIRECTOR

Moulik Shah

Moulik is a versatile professional, fostering robust relationships and displaying both philosophical insight and motivational prowess. Known for his assertiveness in business, he's recognized as a visionary entrepreneur. In 2013, Moulik founded BeWealthy Consultants Pvt Ltd, dedicated to providing consultancy and services for existing client portfolios. His vision and direction commenced operations in Mumbai & Ahmedabad, cultivating a niche customer base and securing premium ties with major US life insurance companies. Under his able leadership, the company aims to open 10 offices in key Maharashtra and Gujarat cities by 2025, aspiring to become a major player in insurance and client servicing by 2030. Mouliks’s background includes two decades of experience in some of India’s top insurance businesses.
Parag

DIRECTOR

Parag Shah

Parag is a seasoned professional with over 25 years of Sales & Business Management experience. In his leadership roles he has managed brand launches, expansions, optimizations, consolidations, mergers & acquisitions, along with with Pan-India responsibilities and P&L ownership in the Insurance and Financial Services industry. His strengths lie in engaging key decision-makers, relationship management, strategic decision-making, and team leadership. Parag's remarkable ability to build high-performance teams is evident in his track record of sourcing, training, and managing leaders at various levels, covering a vast network of field distributors nationwide.
Uday

BUSINESS HEAD

Uday Bhandary

Uday Bhandary is a dynamic leader with over 21 years of experience in the Insurance Industry, specializing in Agency Sales and Business Management. Throughout his career at Bajaj Allianz Life Insurance and Future Generali Life Insurance, he has demonstrated exceptional expertise in sales leadership, team development, and strategic expansion. In his leadership roles, Uday has successfully managed large-scale operations, overseeing multiple regions of Mumbai and branches while driving growth and operational excellence. His ability to recruit, train, and mentor high-performing teams has resulted in numerous industry accolades, including multiple top rankings as an AGM for Mumbai, prestigious awards, and record-breaking achievements. With an unwavering competitive spirit and a passion for challenging limits, Uday has consistently delivered outstanding results, from building a strong salesforce to spearheading market-leading initiatives. His deep understanding of the insurance landscape, coupled with a strong positive attitude, makes him a pivotal force in BeWealthy's journey toward financial empowerment for families across India and is now looking forward to securing each and every family in India.