DSFS is an attempt to provide all the sundry, and not so trivial services related to your insurance portfolio (life/health/mediclaim/vehicle), mutual funds, fixed deposits and/or any other debt investments in your existing investment portfolio. BeWealthy is bringing this first of its kind product in the market to give convenience to its clients by providing door step ‘after-sales’ services of their current investment portfolio. With their expertise in understanding of the nuances of servicing these products, BeWealthy intends to become first full-fledged servicing company for insurance and other investment products.

₹ 4999/- Elite Plan Offers Following To BeWealthy Clients:
(+ 18% GST)

  • All insurance renewal reminders & pickup at doorstep
  • Existing Investments portfolio creation in a structured format - including all products with as on date update
  • All investment documents available in soft version
  • Current Asset - Liability scenario of the customer displayed In customer portal
  • A to Zzz Claim settlement support - Life/Health/Vehicle policies
  • Legal assistance for Will & Testament creation & registration *
  • PPF/Mutual Fund/Debt instrument's investment related services offered at doorstep
  • Assistance on personal IT returns & Tax related matters *
  • Insurance Portfolio analysis & consultancy on its realignment vis-à-vis customer's financial goals - atleaste 1 meeting every quarter for the same
  • Sharing of Wealth Creation opportunities
  • Call Centre assitance to customers in any service related matter
  • *charged separately on actuals for services taken

*charged separately on actuals for services taken

Price: ₹ 4999/- (+ 18% GST)