CoreWealth

CoreWealth is founded in January 2020 by an ex-banker with 19 years of vast experience in Banking & Finance. The founder had the experience of serving customers across different walks, profile and demography. He has dealt in multiple financial products like Loans & Advances, Mutual Fund, Life Insurance, General Insurance and many other Investment Products during 19 years of corporate exposure.

 Our Logo- Our logo represents growth in right direction with Trust and Transparency

 Our Principles:
o Trust- Our First and Foremost motto is to win our Clients’ Trust so as to have Life Long relationship
o Transparency- We provide full disclosures about the products, its features, risks & rewards while offering it to our clients and adhere to complete transparency in our dealings
o Growth- Out motto is sustainable growth of Client’s Wealth

 Our Tagline- Customer First- Our Clients are at the Centre Stage of all our offerings and Services. Their interest and Financial Well Being is our primary goal. The Products offered to the Clients are solely on Need Based Analysis.

 Our Products- We are distributors of Financial Products required by Investors/ customers at every walk of life. The Bouquet of Products is selected in a fashion to ensure almost all financial Products under single roof. The Products that we distribute are

a. Mutual Funds- We are empanelled with all major Asset Management Companies (Mutual Funds) Operating in India. We are also registered with BSE StAR Mutual Fund Platform as Distributor to offer digital mode of Transaction to our client for Mutual Fund.

b. Life Insurance- We distribute Life Insurance Products with sole criteria being need based analysis of the Clients and their ability to buy the same with more than 90% Persistency

c. General Insurance- We distribute Health, Motor, Marine, Fire & Burgelary Insurance of difference General Insurance Companies as Intermediary and as POS.

d. Loans- Our Loan Products include distribution of Home Loans, Loan against Property, Car Loan, Personal Loan, Business Loan, Loan for Purchase of Plot and Commercial Properties
e. National Pension Scheme (NPS)- The Product is regulated by Pension Fund Regulatory & Development Authority of India and distributed by us as POS

f. Bonds & Others- Sovereign Gold Bond, Corporate FDs, RBI Savings Bond are among other products being distributed by us.

 Contact us- Connect to us from 9:30 am to 6:00 pm on all working days (Monday to Saturday) through any of the following modes
• Phone- +91 83358 22110, +91 9836 220 221, +91 375 796 3502
• Whatsapp- +91 83358 22110
• E-mail- [email protected]
• Address- R-Satyarthi, Ward No. 10, West Ashram Para, Behind Makhan Bhog, Sevoke Road, Siliguri- 734001, Darjeeling, West Bengal