Mutual Fund Distribution
SIP and lump-sum investment assistance, ELSS information, NFO information, portfolio-related support and KYC assistance.
Get assistance → WhatsApp-first assistance
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From financial services and jobs to travel, documentation and everyday needs — get clear guidance and personalized assistance through WhatsApp.
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We provide assistance and guidance. Availability and outcomes depend on applicable providers and processes.
High-value support, made approachable
Connect with Serveez for financial services and everyday tasks, all from the convenience of WhatsApp.
Insurance Assistance
Life, health, motor, term, personal accident, travel and group insurance support.
Get assistance →Home Loan Assistance
Eligibility guidance, balance transfer support, documentation support and interest-rate comparison assistance.
Get assistance →Mortgage Loan Assistance
Loan against property, documentation support and business mortgage guidance.
Get assistance →Important: Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Why Serveez
Services that feel human and simple
One WhatsApp conversation
Tell us what you need and get clear next steps.
Trusted assistance
Clear, compliant wording without unrealistic promises.
Wide service range
A broad range of services with clear guidance and personalized assistance through WhatsApp.
Personalized support, wider reach
We provide personalized support through WhatsApp for customers across India and internationally, depending on the service, provider requirements, regulations and eligibility.
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Serveez Job Portal
Your next opportunity starts here.
Register for job opportunities, resume assistance and job alerts. We help candidates discover suitable opportunities based on their qualifications, skills, experience and career preferences, with support for freshers and experienced professionals.
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How it works
Three easy steps
01
Choose a service
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02
Start on WhatsApp
Send your request with a helpful prefilled message.
03
Get guided support
Receive clear information about the next relevant steps.
Helpful guides
Learn before you begin
Mutual Fund Education
How to Start SIP
Simple, practical information to help you prepare for the process.
Ask on WhatsApp →Loan Guides
Home Loan Documents Required
Simple, practical information to help you prepare for the process.
Ask on WhatsApp →Travel Tips
Mortgage Loan Guide
Simple, practical information to help you prepare for the process.
Ask on WhatsApp →Documentation
FASTag Benefits
Simple, practical information to help you prepare for the process.
Ask on WhatsApp →Insurance Education
Passport Process
Simple, practical information to help you prepare for the process.
Ask on WhatsApp →Insurance Education
Insurance Renewal Tips
Simple, practical information to help you prepare for the process.
Ask on WhatsApp →Property services
Buy, sell, rent and discover property listings
Get connected for property listings and assistance around buying, selling or renting. Decisions and transactions remain between relevant parties.
WhatsAppFAQs
Answers before you chat
How do I start a SIP through Serveez?
Send us a WhatsApp message. We will help you understand the process, KYC requirements and available next steps. Mutual fund investing is subject to market risks.
Can you guarantee a loan approval?
No. Serveez offers loan eligibility, documentation and application assistance. Final decisions are made by the relevant lending institution.
What insurance help can I get?
We can assist with policy comparison, policy renewal support and claim assistance. Coverage and claim decisions remain subject to policy terms and insurer processes.
Is job registration free?
Contact us on WhatsApp for the current registration process and any applicable service details. Please never share OTPs or sensitive banking credentials.
Which areas do you support?
Serveez supports customers across India and internationally through WhatsApp for many services. We also assist eligible NRI customers, including support related to mutual funds and other financial services, subject to applicable provider requirements, regulations and eligibility.
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