Business Description

BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED: An introduction to the company Company Name: BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED 1. BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED is an Insurance Marketing Firm (IMF) that offers a variety of insurance-related services and financial product marketing. They specialize in providing a wide range of solutions to their clients' needs. 2. BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED is a leading Insurance Marketing Firm (IMF) that provides a variety of insurance-related services as well as financial product marketing. Our expert team specializes in developing innovative solutions to meet the specific needs of our clients. 3. As an IMF, we collaborate with a number of insurance companies to provide our clients with the best coverage options on the market. Life insurance, health insurance, disability insurance, and retirement planning are among the services we provide. 4. BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED is dedicated to providing exceptional customer service and personalized attention to all of our clients. We recognize that everyone's financial situation is unique, which is why we collaborate closely with our clients to develop customized solutions that meet their specific requirements. 5. BTW FINANCIAL SERVICES and IMF PRIVATE LIMITED can assist you whether you are an individual looking for personal insurance coverage or a business owner looking to protect your assets. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives. What do we do : 1. Marketing of other financial products through FSE by respective financial regulator: 2. Mutual funds (SEBI); 3. Pension products (PFRDA); 4. Other financial products distributed by SEBI licensed Investment Advisors; 5. Banking/ financial products / NBFC; 6. Non-insurance products offered by Department of Posts, GoI; 7. Any other product permitted by IRDAI Our work scope includes the following key areas: 1. Insurance Marketing Company (IMF): We are permitted to engage in insurance servicing activities as long as we have solicitation agreements in place with insurers. This includes facilitating insurance sales, policy issuance, and customer support in accordance with the Insurance Regulatory and Development Authority of India's (IRDAI) regulations. 2. Insurance Companies' Back-Office Activities: To carry out efficient and compliant back-office activities on behalf of insurance companies, we follow the IRDAI Guidelines on Outsourcing of Activities by Insurance Companies, 2011. 3. Insurance Repository Approved Person: We serve as insurance repositories' approved entities, ensuring secure and streamlined document management and policyholder services. 4. Survey and Loss Evaluation: We hire licensed surveyors and loss assessors to conduct surveys and loss assessments as part of the insurance claims process. 5. Activities Concerning Insurance: We comply fully with IRDAI regulations and engage in any other insurance-related activities permitted by IRDAI from time to time, thereby contributing to the growth and development of the insurance sector. What we do is as follows: Financial Product Marketing BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED, in addition to our IMF activities, markets a variety of financial products, acting as an intermediary between customers and financial regulators. Our diverse portfolio includes the following: 1. Mutual Funds - SEBI (Securities and Exchange Board of India): We facilitate the marketing and distribution of mutual funds under the Securities and Exchange Board of India's (SEBI) regulatory framework, assisting investors in building diversified portfolios. 2. Pension Products Regulation and Development Authority (PFRDA): We promote and distribute pension products that comply with the Pension Fund Regulatory and Development Authority's (PFRDA) regulations, providing financial security for retirement planning. 3. Other Financial Services: We market various financial products in collaboration with SEBI-licensed Investment Advisors, ensuring that investors have access to a diverse range of investment opportunities. 4. Banking Services and Financial Products: We help clients gain access to banking and financial products, including those provided by Non-Banking Financial Companies (NBFCs), in order to meet their financial needs. 5. Non-Insurance Items: We also market non-insurance products from the Government of India's Department of Posts, offering our customers a comprehensive range of financial solutions. 6. Other Products That Have Been Approved by IRDA: We adhere to regulations and promote any other financial products authorized by IRDAI, ensuring that our clients have access to a diverse range of financial options. BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED is committed to providing a wide range of financial services while adhering to regulatory compliance, customer satisfaction, and financial well-being. We are your trusted partners as you navigate the complicated world of insurance and financial products.

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