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WORLDEXPERT SERVICES PRIVATE LIMITED DELHI-110033
Our Vision
We are committed to building a better living world— with
increased trust and confidence in better Financial Literacy and
Health Literacy. We want to build a better Financial Literacy and
Health Literacy through our own actions and by engaging with
like-minded organizations and individuals. When Financial
Literacy and Health Literacy works better, the world works better.
This is our purpose — and why we exist as an organization.

Who we are?
We educate and
empower consumers with
FREE, Expert, Quick &
Unbiased
Financial Advice /
Education
We bring together Agents
& Intermediaries on a
Single Platform &
Empower
them with Pre-Qualified
Sales Leads

About us
 We are committed to building a better living world— with increased trust and confidence in
better Financial Literacy and Health Literacy.
 Founded on September 2016 under the name of “Worldexpert Services Private Limited”.
 We are Set to become Worlds no 1 Financial Literacy Company.
 All Our financial Advisors are MBA graduates. We provide them with a unique and a very
advanced training program to ensure that they deliver expert advice to people.
 Today we advise and plan investments over the phone and in person
 We also help service providers and professionals by connecting them to prospects
 We Only give genuine and Expert Advise and connect customers to service providers, We do
not sell any products

FOR CONSUMERS FOR ASSOCIATES
 We provide expert financial advise to
consumers
 We also do financial planning for our customer
 Our website www.way4money.com has over
3000 articles to know about any financial
product
 We are one stop platform for genuine and
transparent service providers
 We also help customers reach out to financial
service provider to buy any financial product
from there locality or area
 All this is absolutely Free
 We provide you with quality and genuine
leads
 We provide you a platform to showcase
your self and your products by creating
your profile and listing it
 We help increase your loyal customer
base
 Increase in earnings
 We Charge a small reference fee
depending on the package you choose
Our Services/What we do

Why/How Customers Come to us
 Today before investing or buying any financial products it always better to be
advised to avoid miss-selling or getting miss-leaded
 We provide expert and clear understanding of financial products to our customers
so that they can take quick decision on purchasing any financial product We send
out News letters on all financial product
 We run campaigns on over websites and search engines through Google ad words
 People come to our website for financial advise through various ways like radio,
newspaper, online digital marketing etc

Why our leads/enquiry best in Market
 We do not call customers, customers will call us or give us a missed call,
 We advice and educate customers in a way that makes them ready to buy the product
 We Explain them the importance and the need of that certain financial product ,
 We educate them about the things they need to know and need to check before buying a product,
 We give customers an option to directly approach the service provider who are in there locality
or pin code
 We provide you with a dashboard which helps you manage your leads and also your profile
 Our platform enables customers to reach you directly by clicking on connect now
 Customers can anytime come back to us after purchasing the product from a service provider if
they have any doubts or concerns.
 Our Mobile App for consumers helps them chat with a financial advisor and consult before
investing in any financial product.

Why Join/subscribe with Us
 We provide you pre-qualified leads, quality of the leads is assured
 We educate customers on the financial product so all customers have the basic
knowledge of the product which makes easy to sell
 We provide you a platform where you can create a profile and showcase your
products and your existing customers can also provide you feedback which other
customers will be able to see before buying anything from you
 We not only provide you leads we provide you network of people
 Increase your earning’s
 Create a pool of loyal customer base

What you get ?
 We deal with 48 financial products so you can get leads for all 48 financial products
 We have a database of more the 3 crore people
 You get listing of you profile
 You get leads with
 Customer Name
 Mobile number
 Email ID
 Address
 Annual income
 What product he is looking for
 What is his budget/how much can he invest
 Customer we provide will have an Avg annual income of 3 lakhs or more

Our products
Term Insurance
ULIP Regular Premium
ULIP Single Premium
Child Insurance Traditional`
Child Insurance - ULIP
Retirement/Pension Plans
Money Back Policies
Endowment Plans
Life Insurance
Auto Insurance
Business Insurance
Home Insurance
Health Insurance
Travel Insurance
Accidental Insurance
Home Loans
Loan Against Property
Reverse Mortgage
Educational Loans
Personal Loans

Our products
Financial Planning
Business Loans
Auto Loans
Gold Loan
Two Wheeler Loan
Loan Against Security
Credit Card
Mutual Funds
Demat and Trading Account
Stock Tips
Commodity Trading Account
Currency Trading Account
Tax Planning
New Pension Scheme
Infrastructure Bonds
National Savings Certificate
Public Provident Fund
Independent House/Villa
Residential Apartment
Residential Land
IPOs
Corporate FD
Fixed Deposits
Savings Bank Account
Current Account
PMS
Recurring Deposit Accounts

Types of Package
 Exclusive Package: In this package, the leads
which are provided to you will not be given to any
other company/agent for next 7 working days. We
charge INR 350 included service tax for an
exclusive lead.
 Non Exclusive Package: In this package, with
the consent and as per the requirement of the
customer, a particular lead will be transferred to
3 associates from different companies at a time.
We charge INT 150 include service tax.

Payment Modes

Replacement Policy
 We value your time and investment so we want you to have the best
experience possible, as you know we want to become your partner in
success, having said that we provide you with one of kind replacement
policy
 If customers phone is not reachable, or not responding for 5 days we
provide you a replacement of free lead
 If customer said he never knew what way4money.com was we give you
replacement
 If customer is not within 50km of your area we provide you replacement

Terms and conditions
• We only provide you leads of products mentioned in above listing
• Any other product please send a mail at contact@way4money.com and get
confirmation from us
• We do not guarantee any conversion ratio
• We deliver you leads to your CRM.
• Lead delivery might take time we cannot commit time
• Replacement policy is only applicable for Offline package not online package.
• Once you buy the leads from the online option/buy lead option we cannot
transfer or take it back and cannot give any replacement for the same
• Once money paid will not be refunded under any circumstances
• Please read and understand the terms and user agreement on
www.way4money.com before investing

Terms and conditions
• All Leads will have an Average annual income of 3 lakhs and above
• Leads might be salaried employees or self employed
• The investment or loan amount may vary based on customers
requirement we do not guarantee any investment amount or loan
amount
• We also do not guarantee or take responsibility of customers
background or there credibility or financial status.
• Please be aware that we only provide you leads as per this offer
document.

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