IFIN

Product & Services

Insurance Services

Online Link for Kotak E-Term Plan: https://www.ifinltd.in/Insurance/Static/Insurance/Register-Insurance

IFCI Financial Services Ltd. [IFIN] is a IRDA licensed Corporate Agent [Regn. No. CA0050] authorised to solicit and procure business related to life insurance, general insurance and health insurance. IFIN is the registered Corporate Agent for the following insurance companies:

Life Insurance:

HDFC Life Insurance Co. Ltd.
SBI Life Insurance Co. Ltd.
Kotak Life Insurance Co. Ltd.

General Insurance:

Bajaj Allianz Gen. Ins. Co. Ltd.
HDFC Ergo Gen. Ins. Co. Ltd.
IFFCO Tokio Gen. Ins.

Standalone Health Insurance:

Star health Ins. Co. Ltd.
HDFC Ergo Health Ins. [formerly Apollo Munich Health Ins. Co.]

Why should a customer buy/invest in this product through IFIN? What is the advantage IFIN provides to the customer in regards to this particular product?

Branches across India - 28
Experienced IRDA certified professionals
Insurance quotations from best Insurance cos. In India
Complete explanation of all points before sign up
Fast turnaround times for applications or any resolutions
Doorstep service for Senior Citizens and other clients.

List down the main benefits of the product:

Life Insurance: Term[Protection] & Endowment [money-back]Plans available
Annuity Plans / Children Plans / ULIP’s
Motor Insurance: 2,3 & 4 wheeler Insurance
Health Insurance for individual & family
Home Insurance: Fire , Theft
Overseas Travel Insurance

Are there any other products you can cross-sell with this product? NONE

Website Consumer Journey

What other product-related features would you like to highlight on the page (For example: Download forms, Pay online, Open Account Online etc.)? Each of the product features will be mentioned in the form of a button on the page (Refer to the NPS Product page design).

Click to Contact us now
Links to Insurance Co.
Insurance FAQ Section
- Life
  - Term
  - Endowment
  - ULIP
  - Wealth
  - Annuity
- General
  - Fire
  - Motor
  - Property
  - Personal Accident
  - Liability
  - Travel Insurance
- Health
  - Individual
  - Family Floater
  - Critical Illness
  - Cancer Care
  - Group Health
Contact Us Now – Takes cust to page that displays Customer service details/ Branch locator / Call Back utility

For each of the features mentioned in the question above, kindly mention which pages the customer will go to upon clicking the button.

Click to Contact us now - CALL BACK PAGE with client details opens up
Links to Insurance Co. – insurance Companies page / website links
Insurance FAQ Section
- Life
  - Term – General Details
  - Endowment – General Details
  - ULIP – General Details
  - Wealth – General Details
  - Annuity – General Details
- General
  - Fire – General Details
  - Motor – General Details
  - Property – General Details
  - Personal Accident – General Details
  - Liability – General Details
  - Travel Insurance – General Details
- Health
  - Individual – General Details
  - Family Floater – General Details
  - Critical Illness – General Details
  - Cancer Care – General Details
  - Group Health – General Details
Contact Us Now – Takes cust to page that displays Customer service details/ Branch locator / Call Back utility

Notice of AGM

	ISFL - Notice Of AGM

	IFIN - Notice Of AGM

	ICOM - Notice Of AGM

	IFIN Credit- Notice Of AGM


Forms

	Form 30 Transmission Form Without Track Change

	Beneficiary Demat account NSDL

	Beneficiary Demat account CDSL

	CDSL CHANGE OF SIGNATURE

	CDSL NOMINATION FORM

	NSDL CHANGE OF SIGNATURE

	IFIN -Change of Bank details

	IFIN- NEW KYC FORM

	IFIN -NSE F&O Activation form

	IFIN -Updation of Information Income

	IFIN-Annexure A -Nomination form

	IFIN-Annexure -B -Opting out of Nomination form

	IFIN-Annexure Q - Closure form Trading & DP

	IFIN-Brokerage Modification form

	IFIN-Change of Address

	IFIN-Change of Telephone -Mobile No , Email id

	IFIN-Consent for Receipt of ECN other Digital Decuments

	IFIN-Trading Re-activation form

	Instigo Account opening procedure- Flow chart

	Instigo DP account opening procedure

	KYC RDD Annexure

Sr No	Start Date	Department	Tender Details	Status
1	10-06-2024	IA	RFP for appointment of internal auditors for period April 2024 – March 2025	Active upto 21/06/2024 end of the day
			A. Request For Proposal
			B. Extension of RFP
2	10-06-2024	IA	RFP for appointment of internal auditors and Concurrent Audit for period April 2024 – March 2025	Active upto 21/06/2024 end of the day
3	22-11-2023	Compliance	Procurement of AML/PML software Solution - VC Meeting Link for opening of Tender Box on 22/11/2023 at 4.30 pm	Closed
4	16-10-2023	Compliance	RFP for Procurement of AML/PML software solution
	06-11-2023	Compliance	A. Addendum - Extension Period for procurement of AML/PML sofware solution
5	28-10-2024	IT	RFP for Procurement of Firewall
			A. General Information
			B. Technical Bid
			C. Financial Bid
6	12-07-2023	ADMIN	RFP for Premises on Lease for Ahmedabad Branch
			A. Newspaper Aricle
			B. General Information
			C. Technical Bid
			D. Financial Bid
7	07-07-2023	CS	RFP for Secretarial Audit
8	26-06-2023	IT	RFP for AMC of Online UPS system installed at IFINs Branch office	Closed
			A. General Information
			B. Technical Bid
			C. Financial Bid
9	16-06-2023	IT	E-tender for engagement of annual system audit and cyber security audit agency	Closed
			A. General Information
			B. Technical Bid
			C. Financial Bid
10	15-06-2023	IT	RFP for AMC of 30KVA Online UPS system	Closed
			A. General Information
			B. Technical Bid
			C. Financial Bid
11	30-05-2023	ADMIN	RFP for Premises on Lease for Ahmedabad Branch	Cancelled
			A. Newspaper Aricle
			B. General Information
			C. Technical Bid
			D. Financial Bid
			E. Extension of RFP
			F. Closure of RFP
12	24-05-2023	ADMIN	RFP for Premises on Lease for Salem Branch	Closed
			A. Newspaper Aricle
			B. General Information
			C. Technical Bid
			D. Financial Bid
13	24-04-2023	IA	Extension Of RFP iCOM IA for FY 2023-2024	Closed
14	25-04-2023	CS	Extension Of RFP for Seeking Quotations for Secretarial Audit Of IFIN Group for FY 2022-2023	Cancelled
			A. Status_of_RFP_for_secretarila_audit
15	02-05-2023	IA	RFP For Appointment Of Internal Auditor for July 2023 - March 2024	Closed
16	02-05-2023	IA	RFP For Appointment Of Internal Auditor for July 2023 - March 2024 for operations, accounts and control related activities.	Closed
17	24-04-2023	CS	RFP PCS Empannelment for ROC filing 2022-23	Closed
18	24-04-2023	IA	RFP For Appointment Of Internal Auditor iCOM 23-24	Closed
19	14-03-2023	IA	RFP for appointment of internal auditor in the iCOM	Closed
20	25-04-2023	CS	RFP For Secretarial Audit 22-23	Closed