About Us
Wealthnet Samrt Investment IMF Private Limited is an IRDAI-approved Insurance Marketing Firm, established in 2022. Headquartered in Bhubaneswar, we provide research-based investment, retirement, MSME insurance, and financial solutions. Our team consists of seasoned financial and insurance professionals with over 20 years of experience.
Insurance, Investments & Financial Solutions You Can Trust
At Wealthnet, we empower individuals and businesses with innovative and trustworthy financial solutions. Through strategic partnerships and expert marketing, we ensure the financial security and stability of our clients.
Our commitment is to combine experience, research, and digital innovation to provide tailor-made investment and insurance solutions that truly make a difference in our clients' lives.
Our Mission
To empower individuals and businesses by delivering relevant, innovative, trustworthy, and accessible financial solutions through strategic partnerships and expert marketing, ensuring the financial security and stability of our clients.
Our Vision
To be the most trusted and preferred insurance marketing firm in the industry, revolutionizing how financial services products are marketed and distributed through ethical practices and digital innovation, while protecting our client’s trust and belief.
Our Services
Life Insurance
Secure your family’s future with our comprehensive life insurance plans tailored to your needs.
Health Insurance
Get the best healthcare coverage for you and your family with minimal hassles and maximum benefits.
General Insurance
Protect your assets, vehicles, and property with reliable general insurance solutions.
Mutual Funds
Grow your wealth with curated mutual fund investment options designed for your goals.
Loans
Flexible personal, home, and business loan solutions with competitive rates and easy approval.
Credit Cards
Choose from a variety of credit cards with attractive rewards, cashbacks, and exclusive benefits.
Claims Support & Renewal Assistance
We provide seamless claim processing and policy renewal assistance to keep your coverage uninterrupted.
Our Partners
Why Wealthnet
Comprehensive Financial & Insurance Solutions
We safeguard your future with trusted life, health, and general insurance along with dedicated claims support and renewal assistance.
We also empower your financial growth through mutual funds, loans, and credit card solutions tailored to your needs.
- Experienced and certified team
- IRDAI approved since 2022
- Tech-enabled customer service
- Strong insurer partnerships
- Personalized insurance & financial solutions
Happy Customers
Our Achievements & Milestones
Key Milestones in Our Journey
- Established in 2022 with IRDAI approval
- Partnered with 5 major insurers within 2 years
- Expanded services into Mutual Funds, Loans & Credit Cards
- Served hundreds of satisfied clients across Odisha
Our Future Roadmap
Step by step towards innovation and growth
Expand into Rural & Semi-Urban Areas
Reaching customers where financial services are limited.
Launch Mobile App for Customers
Bringing convenience and accessibility to our services.
Increase Insurer Tie-ups
Expanding our network to give customers more choices.
Financial Literacy Camps
Empowering communities with financial awareness.
Frequently Asked Questions
What types of insurance plans do you offer?
We provide a wide range of insurance solutions including health, life, and general insurance. Health insurance covers medical expenses, life insurance secures your family’s future, and general insurance protects assets like vehicles, property, and travel. This way, we cater to both personal and business needs.
What types of credit cards do you offer?
We provide cashback, rewards, travel, lifestyle, and business credit cards. Each card comes with benefits such as EMI conversion, fuel discounts, and reward points. You can choose one that matches your spending style.
What benefits can I get from a health insurance policy?
Our health plans cover hospitalization, surgeries, medicines, and diagnostic tests. Many plans also include cashless treatment at network hospitals for convenience. Additional benefits may include coverage for pre and post-hospitalization expenses.
Are there charges or annual fees on credit cards?
Some cards are lifetime free, while others may have joining or annual fees. However, cards with fees often come with higher rewards and exclusive benefits. We guide you to choose a card that fits your needs.
What loan facilities are available?
We provide personal, home, car, education, and business loans. The loan amount and tenure depend on eligibility, income, and credit score. Quick approvals and flexible repayment options make borrowing easier.
How do you assist with claim settlement?
We help customers file claims smoothly by guiding them with documentation and submission. Our experts track the claim until settlement and provide updates. Whether cashless or reimbursement, we ensure minimal stress during the process.
What documents are needed to apply for a loan?
You generally need identity proof, address proof, income documents, and bank statements. For business loans, company registration and financial reports may also be required. Having documents ready speeds up approval.
How can I get in touch for support or policy queries?
You can reach us via phone, email, live chat, or by visiting our office. Our support team is available to answer queries about policies, loans, or claims. We also provide 24×7 helpline support for emergencies.
Contact Us
Wealthnet Samrt Investment IMF Pvt. Ltd.
📍 Head Office: Bhubaneswar, Odisha