Let’s secure your health and grow your wealth together. Reach out for a free consultation
Mutual Fund Distribution is the process of helping investors access a wide range of mutual fund schemes that suit their financial goals, investment horizon, and risk profile. As a distributor, you act as a trusted link between Asset Management Companies (AMCs) and investors, simplifying the entire investment journey.
Goal-based investing (Retirement, Education, Wealth Creation)
Instead of investing randomly, goal-based investing helps you map your investments to life goals—so that your money works for you with a clear purpose. Mutual funds are one of the best tools for this, thanks to their diversification, flexibility, and professional management.
Systematic Investment Plan (SIP)
Allows you to invest a fixed amount regularly (monthly/quarterly) into mutual funds. It is one of the most effective ways to build wealth over time without stressing about market ups and downs.
Tax-saving options
Tax Benefit: Eligible for deduction under Section 80C (up to ₹1.5 lakh/year).
Lock-in Period: 3 years (shortest among all 80C options).
Returns: Market-linked (higher growth potential compared to traditional options).
Best For: Long-term wealth creation + tax savings.
Health Insurance Distribution helps individuals and families access the right health insurance plans that protect them against unexpected medical expenses. As a distributor, you act as a bridge between insurance companies and customers, making it easy for people to choose, buy, and benefit from health insurance.
Star Health & Allied Insurance
Adds strong value to your offerings, since you can now combine mutual fund investments + health protection under one umbrella.
Coverage for individuals, families, and senior citizens
Family Floater Plans cover the entire family under one policy.
Key Features:
One sum insured shared among all members
Cost-effective compared to buying separate policies
Coverage for spouse, children, and sometimes dependent parents
Maternity & newborn coverage available in select plans
Claims support and guidance
Get treatment at any Star Health network hospital (14,000+ across India)
Show your health card / policy details at the hospital desk
Hospital + insurer coordinate directly → minimal out-of-pocket expenses.
Life Insurance Distribution is the process of connecting individuals and families with life insurance plans that provide financial protection, security, and long-term savings. As a distributor, your role is to help people safeguard their loved ones’ future while also planning for important life goals.
Term plans for family protection
Adding Term Plans to your offering will strengthen the “protection” side of your Health + Wealth positioning. Here’s a structured way to present it:
A pure life insurance cover that provides a large sum assured to your family in case of your unfortunate death during the policy term.
No savings or investment element.
Most affordable way to secure your family’s future.
Long-term wealth + protection solutions
You’re building a holistic financial planning message: not just investments, but also protection + growth. Here’s how you can position Long-Term Wealth + Protection Solutions for clients:
Mutual Fund SIPs
Build wealth systematically for Retirement, Education, Lifestyle goals
Equity funds for long-term growth
Debt/Hybrid funds for stability closer to goals
ELSS Funds (Tax Saving + Growth)
Save taxes under Section 80C while creating wealth
What Our Clients Say
"Thanks to their guidance, I’ve built a disciplined SIP portfolio for my retirement. I now invest every month without stress."
The Star Health policy they recommended saved my family during a medical emergency. Claim support was smooth and quick!
A complete 360° financial plan – SIPs, term plan, and health insurance – all under one roof. Truly a one-stop solution
Let’s secure your health and grow your wealth together. Reach out for a free consultation.
I’m Biswajit Bhuyan, helping families protect what matters and build lasting wealth through Mutual Funds, Health Insurance, and Life Insurance
© 2025 Created with Bhuyan Wealth Partner Pvt Ltd
