Product training
Life plans, motor and health cover, and the mutual fund list, including how to explain exclusions, waiting periods, lock-in, and what is not guaranteed.
Join us as a partner
Build a client practice with our product desk.
This is for advisors and professionals who want to offer life insurance, general insurance, and mutual funds with BNI Services. We explain the onboarding path that matches your current licence. Income is not guaranteed.
A ready catalogue
General and life insurance, personal, business and home loans, credit card bill payment and new-card applications, plus SIP, ELSS, equity, debt, hybrid, and named schemes.
Servicing backup
Help with application status, document gaps, and the follow-up your client is waiting on.
A proper path
If you already hold an IRDAI or AMFI registration, tell us. If you do not, we will only proceed on a route the regulations allow.
Who this fits
People we want to hear from
- Working insurance advisors who want a life-insurance desk
- Mutual fund distributors who want servicing support
- Professionals who meet clients and want a compliant way to offer these products
We do not ask you to collect premiums into a personal account, and we do not publish a joining fee. The conversation covers role, territory, and how business is shared.