Welcome To
Beri Financial Services

Services

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About Us

The Company activities include Life Insurance, General insurance, Wealth Management, Mutual Funds, Superannuation, Group Schemes & other investments. It pursued a strategy of providing the best of services. Its services are result of an amazing amount of attention and seamless workship with naturally flawless execution. Combining it with expertise in financial planning, it enjoys leadership in wealth management services, becoming the first choice for individuals, professionals, NRI, HNI clients, institutions & corporate houses. In 2018, the base expanded to serving over 1000 families.

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Mutual Funds

An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. Mutual funds are operated by money managers, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.

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Investment Service

Investment services that are focused on helping their clients meet predetermined financial goals. These investment services may be customized to a client’s income levels, circumstances and objectives and focus on wealth creation and protection. Investment services include making, organizing and managing investments and may also encompass financial planning, accounting, life insurance and tax planning.

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Insurance

Insurance is a contract, represented by a policy, in which an individual or entity receives financial protection or reimbursement against losses from an insurance company.

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Retirement Advisory

We are the only Financial management company in Amritsar which has bagged more than 100 awards for best advisory services.

Our Success

" Success is finding satisfaction in giving a little more than you take."

If you get success in getting the better services you need or want that is our success

General Insurance

General insurance is basically an insurance policy that protects you against losses and damages other than those covered by life insurance. For more comprehensive coverage, it is vital for you to know about the risks covered to ensure that you and your family are protected from unforeseen losses. The coverage period for most general insurance policies and plans is usually one year, whereby premiums are normally paid on a one-time basis.

The risks that are covered by general insurance are:
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Property loss

Property loss can be stolen car or burnt house.

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Liability

Liability arising from damage caused by yourself to a third party.

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Accident

Accidental death or injury.

Products of General Insurance

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Mutual Funds

It is a criminal offence for drivers to drive uninsured on public roads in Ireland. You can find out more about motor insurance.

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LIC

It is a criminal offence for drivers to drive uninsured on public roads in Ireland. You can find out more about motor insurance.

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Term Insurance

It is a criminal offence for drivers to drive uninsured on public roads in Ireland. You can find out more about motor insurance.

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Motor Insurance Plans

It is a criminal offence for drivers to drive uninsured on public roads in Ireland. You can find out more about motor insurance.

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Health Insurance Plans

Health insurance is used to pay for private care in hospital or from various health professionals in hospitals or in their practices. There are a number of health insurers in Ireland. You can find out more about health insurance in India.

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Personal Accident Insurance

A life insurance policy provides money for dependants if you die. Life insurance policies are important if you have dependants such as a partner or children.

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Travel Insurance Plans

Travel insurance can cover you if you become ill or have an accident while you are on holidays or travelling. If you are travelling within the EU/EEA you should have a European Health Insurance Card which allows you to access health care services. In general travel insurance should supplement the services available to people with a European Health Insurance Card. You can find out more about travel insurance and other health issues when travelling abroad.

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Home Insurance Plans

Home insurance will generally pay for any damage caused to your home by accident or by bad weather. You are not obliged by law to insure your home but if you have a mortgage, most lenders will insist that your house is appropriately insured. In general your home should be insured for damage to contents and for damage to the structure of your home.

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SIP Investments

Systematic Investment Plan, commonly referred to as an SIP, allows you to invest regularly a fixed sum in your favorite mutual fund scheme/s. In SIP, a fixed amount is deducted from your savings account every month and directed towards the mutual fund you choose to invest in.

Systematic Investing in a Mutual Fund is the answer to preventing the pitfalls of equity investment and still enjoying the high returns. This SIP Calculator will show you how small investments made at regular intervals can yield much better returns over a long period of time.

Invest Online

Some of the AMC's that provide online investment option.

Contact Us

Call us in case you have any queries

Please see the below mentioned details for contacting us

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Address

Rohit Beri, 25B Rani Ka Bagh Amritsar, Punjab - 143001, India.

phone

Call Us On

+91 - 9417240709

+91 - 9478155669

email

Email us on

beri.rohit@hotmail.com

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