Ayush Bhargava

Practicing Certified Financial Planner (CFP)
Registered Retirement Advisor (RA)

[ashokdanoda @ashokdanoda]

फसल की कटाई के लिए कंबाइन लेकर मध्यप्रदेश जा रहे सरदार जी को रोक लिया !

5 मिनट पहले RTO ने कागज चैक किया थे लेकिन भाई साहब को चाहिए थे 200-500 रुपये सरदार जी ने फोन निकाला और विडियो मनाने लगा ।

तभी रफू चक्कर हो गई 😎

फोन केवल रील देखने के लिए नहीं है , बल्कि भ्रष्टाचार को खत्म करने के लिए भी इस्तेमाल करें🙏

[Mahavir Chopra / Beshak.org @themahavir]

Changing agents in insurance should be allowed, especially after a claim or a complaint.

A clear process to change agents can drive intermediaries to focus on providing better post-sales service to customers.

[Ayush Bhargava @Ayush_CFP]

@BaluGorade @FI_InvestIndia That premium hike was already done in June/ july.

So whether gst cut or not he would have paid a higher premium.

Also lock the clock doesn't work on inflation adjustment in premium. Only your entry age gets locked.

[Ayush Bhargava @Ayush_CFP]

Great insights by Dr. Mohan yadav @DrMohanYadav51

#niveshmantrana #mutualfundsahihai

[Ayush Bhargava @Ayush_CFP]

#niveshmantrana #mutualfund
#mutualfundsahihai

Hats off to trio.

Great initiative and execution.
Full day event for the mutual fund distributors and by mutual fund distributors.

[Ayush Bhargava @Ayush_CFP]

Session by Sundeep Sikka Sir.

#niveshmantrana #mutualfundsahihai

[Ayush Bhargava @Ayush_CFP]

#niveshmantrana
Superb session by Bala sir and sandeep sir.
Hindi me session - a very good initiative

[Ayush Bhargava @Ayush_CFP]

@technoswaroop Thank you for your kind words Sai.

[Sai Swaroop Thota-సాయి స్వరూప్ తోట @technoswaroop]

@themahavir Thank you for assigning @Ayush_CFP who helped me choose the right health insurance plan. I am fully satisfied with their support.

Thank you @Ayush_CFP for clearing all my doubts and for helping me choose the right plan for myself and my family.

[Ayush Bhargava @Ayush_CFP]

Good one

[Mahavir Chopra / Beshak.org @themahavir]

Munna goes to the bank.
Munna learns personal finance.

[Ayush Bhargava @Ayush_CFP]

Managing investor behaviour is more important than managing his own money.
#NFP2024
#letsplanmoney

[Ayush Bhargava @Ayush_CFP]

Listening @gajendrakothari is always inspiring. #nfp2024
Learning - Aspire & Achieve
#networkfp @networkfp

[Ayush Bhargava @Ayush_CFP]

@Niva_Bupa @BeshakIN Why should a customer bear 25% of his premium when it's company's mistake?

[Ayush Bhargava @Ayush_CFP]

One of our customers applied for Niva Bupa Reassure 2.0 for his parents. His father was denied coverage due to high Diabetes. He then requested company to issue individual plan to his mother for less cover.
1/4

[Ayush Bhargava @Ayush_CFP]

@Niva_Bupa Even after continuous follow up with customer over mail, company was not able to provide proof of acceptance from customer and now company is ready to cancel policy with 25% penalty. Is this not a fraud? @Niva_Bupa @BeshakIN

[Ayush Bhargava @Ayush_CFP]

@Niva_Bupa @Niva_Bupa Replied with Policy no. customer mail id and agent mail id

[Ayush Bhargava @Ayush_CFP]

We have all the documents which were uploaded over the system. @Niva_Bupa Kindly advise where to escalate this issue. This is not at all an acceptable attitude from the team. #freelookcancellation #insuranceombudsment

[Ayush Bhargava @Ayush_CFP]

We then applied for Free look cancellation through the agent portal, this request was also denied saying the customer had accepted all terms and conditions. We asked for proof to which they said on the free look cancellation form customer had not mentioned any reason. 3/4

[Mahavir Chopra / Beshak.org @themahavir]

Insurance advisory could have been known as a noble profession.

Helping people to solve for risks, worries, financial problems.

Alas, short term people, the desperation to grow fast, has generated so much mistrust.

People with good intent are also looked at with suspicion.

[Ayush Bhargava @Ayush_CFP]

Must read for everyone...
Very educative thread..

[Beshak.org Insurance 🧐 @BeshakIN]

🚫Whole claim rejected!
😞Insured person is dejected.

He fights, shows all documents, and seeks justice.

But still doesn’t win.
What goes wrong? Find out👇

#claimstories