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Topic : Customer strategies in insurance
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Wealthsurance Management

Created by : Santosh Bajpai, Project Leader/Managing Consultant, A2Z Banking & Financial Wealth Management Solutions  | 05 14 2009 14:07:07 +0000
Industry : Management & Strategy ConsultingFunctional Area : Capital Management(Corporate Finance)
Keywords : a2z banking & financial wealth management solutions
Activity:  285 views;  last activity : 07 06 2010 20:18:09 +0000

Wealthsurance is only the concept to creation a hub of wealth management v/s health management by way of customized and personalized e-solutions of banking and financial services in the competative edge of LPG in our economy on the development of business relationship with the prospective HNI, NRI, SME and Corporate clients in an around the world by professionally managed group of entrepreneurs as project leader / mentors of the organization.

  
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It's a good investment alternatives, it also enables us to achieve wealth goals even in the event of unexpected death, accidents, disablement or serious illness. The present volatile markets may make customers averse to equity investments. And I belive future belongs to this kind of products. Santhosh, can you throw more light on what could be the challenges for this kind of products......
By Swati Raut, Product Manager, Aviva  05 15 2009 06:22:54 +0000
 
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I agree that wealthsurance is a comprehensive investment solution, it takes care of all types of investors whether cautious or risk-taking. It provides a whole range of benefits like terminal illness, major diseases, hospitalisation , disablement. It creates tax free wealth with short term liquidity. It is a good option in todays market and also to protect your wealth over the business cycles.
By Maria Colaco, Insurance Advisor/Analyst, AEGON Religare Life Insurance  | 05 15 2009 09:16:10 +0000
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Yes. good concept and rewarding one to the economy as well as to the individuals. But only thing is we need to see it remains on track and is not abused.


By Aditya Sharma, Insurance Advisor/Analyst, LIC OF INDIA, ICICI LOMBARD  | 05 15 2009 07:36:13 +0000
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Yes it is a good option because this financial plan that puts the power of choice in your hands.. Wealthsurance gives you unlimited flexibility and good choices to manage your plans as time goes by. It also offers tax free benefits and tax free returns. 


By Niranjan Meena, Actuary Manager, LIC  | 05 15 2009 07:05:21 +0000
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wealth management v/s health management

by way of customized and personalized e-solutions of banking and financial services in the competative edge of LPG in our economy

by professionally managed group of entrepreneurs as project leader / mentors of the organization.

Please throw more light on the above.  I would also like to know the responsibility issues concerning the wealth manager and his charges.
By SR Sham Sunder, CEO/MD/Director Technoaid  | 05 15 2009 11:52:01 +0000
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