CFSC · Customer Service Champions · Insurance · Mis-selling

How Paytm Can Sell Insurance to 500 Million Indians

PayTM Karo has captured the imagination of Indians. So while 200+ million Indians are already registered on their platform, selling them financial services is a big challenge. Here are the challenges that I perceive for the Paytm Payments Bank. Financial Behavior Financial decisions is a deeply personal behavior thing. Improving financial behavior with technology is an… Continue reading How Paytm Can Sell Insurance to 500 Million Indians

Financial Planning · Mutual Funds

Birla SunLife’s Sabse Important Plan (SIP)

When my wife and myself sat for a review of our financial situation, we had clear dreams and goals that we wanted to achieve. We were looking at investing 20-30 percent of our income at present in long-term investment options and intend to grow this surplus money for better returns.  Though we do not have much knowledge about equity markets we are pretty… Continue reading Birla SunLife’s Sabse Important Plan (SIP)

Insurance

LIC’s Jeevan Umang Guarantees 8% of Sum Assured as Survival Benefit

LIC, India’s most trusted Insurance brand, is launching a policy on 16th May, 2017 that has attractive benefits in the world of reducing interest rates. At the end of the premium paying term, LIC is guaranteeing you to get 8% of the sum assured every year. This plan is similar to Jeevan Tarang (178) Plan which… Continue reading LIC’s Jeevan Umang Guarantees 8% of Sum Assured as Survival Benefit