Consumers are facing unhealthy practices of deficiency in service and mis-selling of the financial products on the part of financial service providers. Consumers also suffer because of lack of healthy practices of their own in the form of lack of awareness/knowledge of the financial products. There is a clear need for improving financial fitness of the consumers.
Consumers face a lot of issues in the financial products that they have bought. Sometimes financial products are mis-sold to the consumers by uninformed agents. Consumers are not being serviced appropriately and adequately in many cases. There are many examples where the agents who after selling a policy do not continue to service their own clients.
Consumers also suffer because of lack of awareness or proper understanding of the financial products and concepts.
RupeeManager will bring the following to the doorsteps of consumers in the form of a financial fitness camp:
RupeeManager’s Financial Fitness Consumer Camps will address the issues by:
- Conducting a seminar on “how to be a smart investor”.
- Reaching out to companies for Claim settlement, Mis-selling / complaints, etc. Escalate matters to the Grievance cell / Ombudsman/ Regulators if required.
- Servicing and transaction support for all financial companies. Help with change of address, revival, transactions, e-KYC for Mutual Funds, etc.
I am Ranjan Varma, Founder, RupeeManager and Author of “Lights Camera Action Steps on Money Management”. With over 25 years of work experience in the financial services industry, I work with SEBI/BSE/NSE/ CGSI to spread financial awareness in various communities.
I have conducted around 350 (and counting) such seminars across the country and across various audiences. I bring a unique and consumer oriented perspective on money management –having worked both inside the financial services industry and having extensive experience in investing money.
This is to request you to arrange a financial fitness camp at your premises.
We also invite you to the financial fitness camps held at our office everyday between 11 am to 1 pm.