Insurance in India – An Infant finds its Legs

Published in IBEF on 2nd March,2014, Written by Kapil Mehta Insurance in India is one of the last untapped bastions of financial services anywhere in the world. There is an attractive window of opportunity for companies to enter this market now to build their businesses. The market is large, over US$ 30 billion of new […]

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Which type of businesses must protect their staff for their decisions?

At times, the management of an organization can make a fiduciary decision which can have an impact on the investors, customers, and employees of the organisation. Companies hold an ethical and legal relationship with the employees as well as the shareholders. When an individual accepts to act as a fiduciary, he becomes responsible on behalf […]

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Will RBI nod make banks insurance brokers?

Published in Mint on Jan 19 2015 After deliberating for a year, the Reserve Bank of India (RBI) came out with guidelines on entry of banks into insurance business on 15 January, allowing banks to become either a corporate agent or an insurance broker. As insurance brokers, banks become directly responsible for the sale of […]

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Death claim can be made on more than one insurance policy

Published in mint on Apr 08 2014, written by Kapil Mehta My policy, for which I have paid premium for five years, has lapsed as I did not pay the premium last year. Can I revive it? —Gayatri Ramanath Reinstatement rules depend upon the insurer and type of insurance, i.e. whether it is unit-link or traditional. […]

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Customer Orientation Needed

Increasing coverage and higher acceptability among masses, insurance is still not a fully understood financial product resulting in over or under insurance, improper product selection and poor penetration. Further, mis-selling by agents is still rampant despite companies taking steps to stop such practice. To get the status of the industry in changing business environment, Rahul Trivedi, Senior Reporter, Money Mantra, […]

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If you want a high sum assured, you might not get insurance

Published in Mint on 28th January 2014, Written by Kapil Mehta What is the ideal duration for a life insurance policy? —Shikha  I would recommend a term insurance until a person turns 65. That’s because most people retire by then. By 65, most would have created their financial assets and met family obligations. For investment-oriented […]

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Protecting policyholder rights

Published in Mint on Mar 21 2017, Written by Kapil Mehta In insurance, policyholders—people who buy the insurance—have the weakest voice. Insurers, intermediaries, third-party administrators and surveyors have strong institutional processes to express their perspectives. Policyholders don’t. This is why regulation relating to policyholder rights is so important. This regulation, first introduced in 2002 just […]

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Four steps to build emotional connect with your clients

Published in Cafemutual on 15th March, 2017 According to Harvard Business Magazine, “Emotionally engaged customers are at least three times more likely to recommend your product or services.” In fact, Rajkot-based IFA Ramkumar H Barchha believes that the relationship between the adviser and the client is like a marriage alliance, which is long term. Hence, it is […]

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