CapitalVia Partners With United India Insurance For Providing Exclusive Benefits To Customers

28 Feb 2020

‘Customer First’ has always been the motto with which CapitalVia Global Research Limited has believed in the past 14 years. We, as financial advisors, care not only about our clients' investment endeavors, but their complete physical, mental and financial well-being.

Be it through our Medlife offer through which all our customers have received 22% discount on online medicines, or our occasional gifts provided in partnership with BookMyShow and FernsnPetals; we have always believed in keeping customer’s happiness and satisfaction our top priorities. For us, every single customer matters, and it was out of this concern that we had delivered a cake and a bouquet at one of our customers’ daughter’s first birthday, which was a grand celebration for him. We believe in being there for our customers through thick and thin and helping them become a part of the perfectly disciplined trading community that CapitalVia envisions to create.

Hence, we believe not just in offering financial advice to our customers but also advise regarding their other investments, corporate etiquettes, taxation etc. through our various platforms such as Youtube channels, Blogs and Webinars.

In furtherance to this approach towards our clients, we are proud to announce that India’s oldest investment advisory company CapitalVia Global Research Limited- Investment Advisor has joined hands with India’s leading general insurance provider company United India Insurance Company Limited. The partnership has been formed to offer our customers a special complimentary benefit of being associated with us- a personal accidental insurance or sum assured upto Rs. 2 lakhs.

The insurance is being offered as a complimentary service on all our services to all our new subscribers and will be valid for a period of 12 months. The customers would be issued an insurance certificate bearing the policy number, terms and conditions of the insurance policy, method of availing the policy and the nominee details. The customers would not be required to submit any documents but would need to provide the details of their nominee to CapitalVia relationship manager.

We aren’t into the business of insurances, hence, we decided to associate with the best in the space. We are in the business of analysing financial risks of our customers, but nothing is complete without mitigating the risk of life. The offer will help us reach out closer to all our customers and will drive home our motto of all-round care. We are proud to say that CapitalVia Global Research Limited is the first company in the advisory space to provide such an offer to our extended family, and we look forward to expanding this family multifold and also to keep coming up with similar new offers,” Prem Prakash, CEO CapitalVia Global Research Limited – Investment Advisor said.

More details about the offer can be read here: https://capitalvia.com/insurance-offer

Also, we would like to clarify here that insurance is a subject matter of solicitation. CapitalVia does not sell or provide insurance in any form. The offer is provided as a result of an alliance between CapitalVia and United India Insurance. CapitalVia shall in no way be liable for any claim whatsoever. Also, there is always a risk associated with investment in the markets.

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Complaint Board
As On 31st March, 2020
Beginning of month Received during the month Resolved during the month Pending at the end of the month Reason for pendency
213 1 3 2 Closed by us, Filed ATR, SCORES approval awaited

Total clients served so far Total complaints received so far % complaint on customer base
70,000+ Customers 214 0.30%

Data is updated on 7th per month. It gets verified every quarter by independent auditor.

Data presented here is taken from company's inception

Importance given to satisfactory resolution as per prescribed TAT

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