About us
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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.
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Years in Business
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Happy Clients
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Cr.
AUM (Assets Under Management)
Our Way
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
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
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
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Give your attention
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Give your heart
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Give your word
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Give your knowledge
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Give what you promised
The People Behind
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