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About INSURVEST

Your Trusted Partner in Financial Security

INSURVEST is a comprehensive financial advisory platform helping individuals and businesses navigate the complex world of insurance, investments, and retirement planning with confidence and clarity.

10,000+ Happy Clients
₹50Cr+ Policies Sold
12+ Years Experience

Our Mission

To empower individuals and businesses with transparent, comprehensive financial solutions that protect their present and secure their future through trusted partnerships and personalized advisory services.

Our Vision

To become India's most trusted financial advisory platform, recognized for integrity, innovation, and unwavering commitment to client success in every financial decision.

Our Values

Integrity, transparency, client-first approach, and continuous innovation guide every interaction. We believe in building relationships, not just transactions.

Our Philosophy

Building Lasting Financial Relationships

At INSURVEST, we believe financial planning is not just about products—it's about building lasting relationships. From onboarding to renewals, investments to claims support, we stay with you at every step of your financial journey.

"Protect what matters most, grow your wealth responsibly, and plan for a secure future with confidence."

Trusted
Growth
Partnership
Innovation
Our Services

Comprehensive Financial Solutions

Explore our wide range of services designed for your financial well-being

Ensure medical security for yourself and your family in India with comprehensive health insurance plans.

  • Cashless claim settlement at 10,000+ hospitals
  • Pre/post hospitalization coverage
  • Critical illness riders
  • Coverage for dependent parents and family members in India
  • Protection during your visits to India
  • Tax benefits under Section 80D

Protect your family's financial future with high-value term life insurance plans from top Indian insurers.

  • Pure protection with low premiums
  • Global claim payout
  • Easy application with video/tele medicals
  • Tax-free payout to nominee
  • Coverage in INR with large coverage amounts

Life insurance policy that combines insurance and savings for future financial goals.

  • Life coverage with savings component
  • Maturity benefit if you survive the policy term
  • Bonus additions in participating plans
  • Tax benefits under Section 80C and 10(10D)
  • Ideal for education, marriage, or retirement planning

Unit Linked Insurance Plans combining life insurance and market-linked investments.

  • Dual benefits: investment + life cover
  • Tax-free maturity under Section 10(10D)
  • Multiple fund options (equity, balanced, debt)
  • Partial withdrawal & fund switch options
  • Ideal for wealth creation with protection

Professionally managed investment schemes for wealth creation.

  • Expert fund management
  • Diversified portfolio reducing risk
  • SIP options starting from ₹500
  • ELSS for tax saving under 80C
  • Equity, debt, and hybrid fund options
  • Easy liquidity and transparency
  • SEBI regulated for investor protection

Term deposits from reputed companies offering higher returns than bank FDs.

  • Higher interest rates than bank FDs
  • Fixed & predictable income
  • Flexible tenure options
  • Multiple payout frequencies
  • Ideal for conservative investors
  • Regular interest income options

Fixed-income securities for steady income with capital preservation.

  • Regular interest payments
  • Lower volatility than equities
  • Government and corporate options
  • Capital safety focus
  • Suitable for income generation

Government-backed, long-term retirement savings scheme.

  • Low-cost fund management
  • Market-linked growth potential
  • Tax benefits under applicable sections
  • Choice of fund managers
  • PFRDA regulated
  • Flexible asset allocation

Guaranteed regular income after retirement for financial stability.

  • Assured income for life
  • Protection against market volatility
  • Multiple annuity options
  • Single life and joint life options
  • Return of purchase price variants
  • Peace of mind post-retirement

Government-backed savings schemes for secure retirement.

  • Senior Citizens Savings Scheme (SCSS)
  • Public Provident Fund (PPF)
  • National Savings Certificates (NSC)
  • Post Office Monthly Income Scheme
  • Capital protection assured
  • Tax benefits available
Why Choose Us

Why Choose INSURVEST?

Experience the difference of working with a trusted financial partner

Client-First Approach

We prioritize your needs and goals above everything else, ensuring every solution is tailored to your unique financial situation.

Trusted Partnerships

We work with India's leading insurers and financial institutions to bring you the best products and services.

End-to-End Support

From product selection to claims processing, we're with you at every step of your financial journey.

Complete Transparency

No hidden charges, clear communication, and full disclosure of all terms and conditions.

10,000+

Happy Clients

₹50Cr+

Policies Sold

12+

Partner Insurers

24/7

Support Available

Ready to Take Control of Your Financial Future?

Join thousands of satisfied clients who've secured their tomorrow. Start your journey to financial freedom today.

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