BeWealthy Consultants Pvt. Ltd. is first of its kind company in India which holds niche expertise in Insurance portfolio management services. We are redefining the Insurance advisory & after sales services vide our unique work through BeWealthy Consultants Pvt. Ltd. Our company comprises of industry specialists who have deep understanding of the volatile economy and its bearing on the future of individuals, families and businesses. BeWealthy provides not only the best advice and the most appropriate plan for your security but also offers an umbrella of services right from personal insurance to retirement planning. There are 3 major sources available in the market from where the customer can procure their insurance policy – agents, brokers & bancassurance. In a private survey conducted by BeWealthy, it came to light that insurance industry has mis-sold a lot in past. From over 18 Crore policies sold so far in India, approximately over 4 Crore policies are orphan or not serviced by their concerned sales people. We have also discovered in our survey that a lot of respective sales personnels (agents/brokers/bankers) are not in touch with the clients, clients are not aware about the products, its charge structure, fund value, bonuses, claim procedures etc. Considering this, it can be concluded that genuine customers face a lot of difficulties in all these matters. Even in case of policies sourced through banks, policies are bought to avail locker facilities, against loans (as loan protector) or against their fixed deposits. However the policy holder suffers loss of personalised service when the concerned bank official resigns or gets transferred.
Keeping in mind this plight of policyholders, BeWealthy has launched an innovative & unique concept wherein we offer our services, knowledge & consultancy on existing set of policies/investments of customers. Under this concept, we would provide services like renewal payment reminders & pick ups, updates on bonuses and fund value, assistance in claim settlements and finally provide consultancy and recommedation on the current set of investments vis-a-vis customer’s financial goals. We intend to protect customers each & every premiums and policies, in their presence or absence! We feel there is a need to have a very strong mediator between a manufacturer (an Insurer etc.) and the end user (Policyholder/investor etc.) considering the above stated gaps of the current servicing agents – and BeWealthy is a perfect answer to this need!!