20+ Years of BFSI Depth | Loan Facilitation, Insurance Advisory & Knowledge Desk
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Disciplined BFSI Facilitation

Depth in Insurance.
Discipline in Financing.

“Your Complete Finance Partner”

Shreyas Integrated Services Private Limited pairs advisory-led life & general insurance placement (Health & Non-Health) with multi-lender credit structuring and wealth accumulation planning.

Explore Core Practice Verticals

20+

Years Industry Experience

4

Live Financial Engines

Sec. 45

Claims Defense Advocacy

Shreyas ISPL Logo

A Single Practice, Multi-Domain Depth

Corporate Model & Regulated Intermediary Alignment

  • Loan Facilitation: Pre-underwriting housing, MSME, LAP, and vehicle loans across PSU & private banks.
  • Insurance Practice: Health, Life, and full Non-Health General covers (Motor, Property, Marine, Liability, Travel).
  • Wealth and SIP Services: Disciplined mutual fund distribution and wealth accumulation modeling.
  • Future Expansion Roadmap: Phased rollout of Credit Card distribution, Pan-India CSC Citizen services, and institutional Manpower Outsourcing.
Integrated Service Network

One Trusted Partner. Multiple Service Needs.

Shreyas is positioned as a facilitator, sourcing agent, documentation agency and outsourced service provider, with a shared KYC, documentation, collections, compliance and customer-service backbone.

Financial Services

Loan sourcing, documentation and collection support through regulated lending partners.

  • Housing, business, vehicle, personal, gold & MUDRA
  • KYC, document collection & preliminary verification
  • EMI reminders, repayment & post-sanction support

Insurance Services

Life, health and general insurance facilitation, servicing and claims support through appropriate authorized structures.

  • Renewals, endorsements & policy servicing
  • Claims-document coordination & advocacy
  • Vehicle pre-inspection & claim-related verification

Verification & Investigation

Due-diligence services supporting financial, insurance and institutional assignments.

  • Address, employment & borrower verification
  • Field investigation & reference checks
  • Asset, vehicle & document authenticity checks

Travel, Courier & Third-Party

Everyday and institutional operational support through the same trusted network.

  • Domestic & international tour operations
  • Ticketing, itinerary & courier coordination
  • Document pickup, submission & field assignments

Investment & Citizen Services

Phased additions such as mutual funds, credit cards, citizen services and bill-payment facilitation, subject to required authorization.

  • Mutual-fund distribution through authorized channels
  • Credit-card and payment-service facilitation
  • PAN, Aadhaar, GST and CSC-related assistance

Consultancy & Manpower

Institutional outsourcing, manpower consultancy and business-support assignments, subject to applicable requirements.

  • Placement and manpower support
  • Outsourced back-office processing
  • Institutional inspection and support assignments
Positioning & compliance: Regulated banks, NBFCs, insurers and other authorized institutions remain central to regulated transactions. Activities involving insurance, mutual funds, securities, payment services, Aadhaar, tax or other regulated domains are subject to applicable laws, licenses, registrations, approvals and contractual permissions.
Enterprise Capabilities

Explore Our Services

Each practice now has its own dedicated page for faster navigation and a cleaner experience.

Slide 14 & 17: Quality Checkpoints

The 5-Stage Disciplined Sourcing Roadmap

Every file passes our five proprietary checkpoints for complete transparency and First-Time-Right (FTR) sanction.

01

Soft Credit & Banking Audit

Assessing bank statement health, cheque bounces, and score benchmarks before creating a lender application.

02

Pre-Matching Lender Policy

Pairing borrower income (salaried Super Cat-A or business surrogate) with the exact best-fit institution.

03

Document & KYC Scrubbing

Consistency checks across official identity records and property titles to eliminate back-and-forth queries.

04

KFS & APR Transparency

Key Fact Statement walkthrough detailing true borrowing costs, annual percentage rates, and no hidden upfront fees.

05

Disbursal & Lifecycle Care

Stage-wise disbursement monitoring, sanction auditing, and periodic balance-transfer rate reviews.

Specialized Beneficiary Advocacy

When Insurance Claims Face Disputes or Rejections

We stand with bereaved nominees and corporate HR teams through technical loss assessments, Section 45 early-claim statutory defense, and representations before the Insurance Ombudsman and IRDAI grievance cells.

File a Claim Assistance Inquiry Verify Policy Terms Today

Advocacy Checkpoints

  • Early claim (within 3 years) statutory defense
  • Forensic investigation & loss adjuster reconciliation
  • Claims Review Committee (CRC) appeals
  • Representation at Insurance Ombudsman benches
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Access levels
Admin: Knowledge Centre publish/delete controls and Phase-1 administration.
Staff/User: Signed-in portal identity and standard staff access.
Guest: Public website access.

Admins have Knowledge Centre management and Phase-1 administration rights.

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