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The Company

Home The Company

The Company

by beyondlife

Beyond Life is a AMFI registered mutual funds distributor helping clients achieve their financial objectives. Our team of relationship managers works with over 1500 clients helping them achieve their dreams and goals . Our objective is to enable our clients to lead financially confident lives by providing high quality solutions for their financial objectives rooted in customer centricity & integrity. Our core values of customer centricity, integrity, transparency, and respect guide all of us in all that we do.

Our team of relationship managers have cleared the Certified Financial Planners (CFP) and NISM -VA certifications. This team is supported by a 30-member operations team to deliver exceptional customer service to all our clients. This combination of superior functional expertise of relationship managers and great customer service enables us to deliver great value to our clients.

Over 90% of our clients have started a relationship with us by way of recommendations and referrals from satisfied Beyond Life clients. We consider a referral from a client, friend, or colleague as the highest compliment for our services. As professionals, this testimonial of satisfaction that a customer expresses in action is the most gratifying reward for our us. We are humbled by this and it reminds us of the faith that clients have entrusted us and our responsibility to their financial objectives.

Our Mission

To enable our clients to lead financially confident lives by providing high quality solutions for their financial objectives rooted in customer centricity & integrity.

  • Established in 2003
  • Over 1500 client relationships
  • 13 CFP qualified RMs
  • 30 member support team