Financial products require ongoing servicing long after the original transaction. Kshem Finvest places significant emphasis on

documentation and client support.

Insurance Claim Assistance

✅Claim intimation guidance

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✅Claim-document checklist

✅Coordination of documents

✅Communication support

✅Follow-up assistance

✅Motor Insurance claims

✅Mediclaim / Health claims

✅Life Insurance claims

✅Fire claims

✅Burglary claims

✅Workmen / Employee Compensation claims

✅Other eligible policy claims

IMPORTANT

Kshem Finvest assists with documentation and coordination only. Claim admission, assessment and settlement are solely

determined by the respective insurer according to policy terms and applicable law.

Mutual Fund Service Support

✅KYC-related servicing

✅Bank changes

✅Nomination

✅Transmission documentation

✅Redemption servicing

✅Switch servicing

✅SIP registration/service requests

✅Account statements

✅Other permitted investor-service requests

Fixed Deposit Servicing

✅Application support

✅Maturity-related assistance

✅Renewal documentation

✅Premature withdrawal documentation

✅Nomination-related support