BTW Financial Services & IMF Pvt Ltd
Financial Services in Mumbai
info@btwimf.com
Remember you found this company at Infoisinfo
0932167514?
Address
Office No 402, 4th Floor, Marathon Icon, Marathon Nextgen Campus, Ganpat Rao Kadam Marg, Opposite Peninsula Corporate Park, Lower Parel , Mumbai-400013. Lower Parel.. P.C. 400013, Mumbai, Mumbai.What you should know about BTW Financial Services & IMF Pvt Ltd
BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED: An introduction to the companyCompany Name: BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED
1. BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED is an InsuranceMarketing Firm (IMF) that offers a variety of insurance-related services andfinancial product marketing. They specialize in providing a wide range ofsolutions to their clients' needs.2. BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED is a leading InsuranceMarketing Firm (IMF) that provides a variety of insurance-related services as wellas financial product marketing. Our expert team specializes in developinginnovative solutions to meet the specific needs of our clients.3. As an IMF, we collaborate with a number of insurance companies to provide ourclients with the best coverage options on the market. Life insurance, healthinsurance, disability insurance, and retirement planning are among the serviceswe provide.4. BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED is dedicated to providingexceptional customer service and personalized attention to all of our clients. Werecognize that everyone's financial situation is unique, which is why wecollaborate closely with our clients to develop customized solutions that meettheir specific requirements.5. BTW FINANCIAL SERVICES and IMF PRIVATE LIMITED can assist youwhether you are an individual looking for personal insurance coverage or abusiness owner looking to protect your assets. Contact us today to learn moreabout our services and how we can assist you in reaching your financialobjectives.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 havesolicitation agreements in place with insurers. This includes facilitating insurancesales, policy issuance, and customer support in accordance with the InsuranceRegulatory 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 insurancecompanies, we follow the IRDAI Guidelines on Outsourcing of Activities byInsurance Companies, 2011.3. Insurance Repository Approved Person:
We serve as insurance repositories' approved entities, ensuring secure andstreamlined document management and policyholder services.
4. Survey and Loss Evaluation:We hire licensed surveyors and loss assessors to conduct surveys and lossassessments as part of the insurance claims process.5. Activities Concerning Insurance:We comply fully with IRDAI regulations and engage in any other insurance-relatedactivities permitted by IRDAI from time to time, thereby contributing to the growth anddevelopment of the insurance sector.What we do is as follows: Financial Product MarketingBTW FINANCIAL SERVICES & IMF PRIVATE LIMITED, in addition to our IMF activities,markets a variety of financial products, acting as an intermediary between customersand 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 andExchange Board of India's (SEBI) regulatory framework, assisting investors in buildingdiversified portfolios.2. Pension Products Regulation and Development Authority (PFRDA):We promote and distribute pension products that comply with the Pension FundRegulatory and Development Authority's (PFRDA) regulations, providing financialsecurity 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 investmentopportunities.4. Banking Services and Financial Products:We help clients gain access to banking and financial products, including those providedby 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 ofPosts, 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 rangeof financial services while adhering to regulatory complia
1. BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED is an InsuranceMarketing Firm (IMF) that offers a variety of insurance-related services andfinancial product marketing. They specialize in providing a wide range ofsolutions to their clients' needs.2. BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED is a leading InsuranceMarketing Firm (IMF) that provides a variety of insurance-related services as wellas financial product marketing. Our expert team specializes in developinginnovative solutions to meet the specific needs of our clients.3. As an IMF, we collaborate with a number of insurance companies to provide ourclients with the best coverage options on the market. Life insurance, healthinsurance, disability insurance, and retirement planning are among the serviceswe provide.4. BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED is dedicated to providingexceptional customer service and personalized attention to all of our clients. Werecognize that everyone's financial situation is unique, which is why wecollaborate closely with our clients to develop customized solutions that meettheir specific requirements.5. BTW FINANCIAL SERVICES and IMF PRIVATE LIMITED can assist youwhether you are an individual looking for personal insurance coverage or abusiness owner looking to protect your assets. Contact us today to learn moreabout our services and how we can assist you in reaching your financialobjectives.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 havesolicitation agreements in place with insurers. This includes facilitating insurancesales, policy issuance, and customer support in accordance with the InsuranceRegulatory 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 insurancecompanies, we follow the IRDAI Guidelines on Outsourcing of Activities byInsurance Companies, 2011.3. Insurance Repository Approved Person:
We serve as insurance repositories' approved entities, ensuring secure andstreamlined document management and policyholder services.
4. Survey and Loss Evaluation:We hire licensed surveyors and loss assessors to conduct surveys and lossassessments as part of the insurance claims process.5. Activities Concerning Insurance:We comply fully with IRDAI regulations and engage in any other insurance-relatedactivities permitted by IRDAI from time to time, thereby contributing to the growth anddevelopment of the insurance sector.What we do is as follows: Financial Product MarketingBTW FINANCIAL SERVICES & IMF PRIVATE LIMITED, in addition to our IMF activities,markets a variety of financial products, acting as an intermediary between customersand 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 andExchange Board of India's (SEBI) regulatory framework, assisting investors in buildingdiversified portfolios.2. Pension Products Regulation and Development Authority (PFRDA):We promote and distribute pension products that comply with the Pension FundRegulatory and Development Authority's (PFRDA) regulations, providing financialsecurity 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 investmentopportunities.4. Banking Services and Financial Products:We help clients gain access to banking and financial products, including those providedby 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 ofPosts, 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 rangeof financial services while adhering to regulatory complia
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