Plan for your child's education
And for your retirement & family goals
Make service requests for insurance & investments
For renewals, servicing, claims & expert assistance
Get Your Financial Assistant
For expert help & for your Financial Locker

About Servetm

ServeTM is built on the foundation principles of service. ServeTM offers tools for financial advisors to serve consumers efficiently & professionally. The tools are available on mobile devices and as a web system. We contribute to the financial services ecosystem with trained advisors.

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Trained Advisors

We train advisors on the mantra of "Service First". Advisors would be certified as “Certified Financial Services Counsellor” (CFSC). The CFSC program will train advisors with product & process knowledge and with service skills. This will ensure that the end consumer is a winner.

App for Advisors

Service Requests

Consumers can quickly & easily make service requests about their insurance & investment plans/policies for renewal, servicing and claims. The app will help consumers track their financial goals. We help consumers create a financial locker & connect to a trained & professional advisor.

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