We insure your happiness.
Protect Today.
Prosper Tomorrow.
Insurance, investments and lifelong financial planning — for individuals, families and businesses. Transparent advice. Real claims support.
Trust built since 1987 — not two clicks.
We're not a call-centre. Every recommendation is reviewed by a CFP® and explained in plain language — because financial decisions should be understood, not just signed.
Personalised, unbiased advice
Recommendations based on your goals — not commissions. We compare 30+ insurers and 200+ mutual funds.
Claims-first relationship
We don't disappear after the sale. Our team walks every family through hospital admission, paperwork and settlement.
Led by a Certified Financial Planner
Founder Vinay Samota is a CFP® with two decades of advisory experience across insurance and investments.
One point of contact, for life
Renewals, portfolio reviews, claims, top-ups — a single advisor who knows your full picture.
Transparent comparisons
Plain-English benefit illustrations. Side-by-side comparisons. No fine-print surprises.
Modern digital + warm human
Online policy issuance, WhatsApp updates, and in-person reviews when you want them.
Everything you need — under one trusted roof.
Protect, save, invest and review — with one advisor who knows your full picture.
Health Insurance
Family floaters, senior citizen, top-ups, critical illness.
Learn moreTerm Insurance
Pure protection cover — ₹1 Cr from ~₹700/month.
Learn moreLife Insurance
Endowment, whole-life and guaranteed plans.
Learn moreMotor Insurance
Cars, bikes, commercial — cashless repairs nationwide.
Learn moreMutual Funds & SIP
Goal-based investing, annual reviews, tax-efficient.
Learn moreCorporate Insurance
Fire, marine, engineering, cyber, liability covers.
Learn moreEmployee Benefits
Group health, GPA, GTL for SMEs and startups.
Learn moreFinancial Planning
Retirement, child education, wealth & tax planning.
Learn moreGet your personalised
Financial Health Score.
Answer 8 quick questions. We'll compute a 0-100 score and recommend exactly which insurance & investment products you actually need — no upsell, no spam, no obligation.
The most reliable financial relationship in our clients' lives.
"When it comes to insurance I trust Vinay more than I trust myself. Recently he helped me claim reimbursement for my mother's cataract — papers handed over on 20/6, claim received on 27/6. Exceptional knowledge, professionalism, and follow-through."
"Was hospitalised last month — Vinay walked me through the entire claim intimation process and made it effortless. He's also been guiding my investments for 2 years. Highly knowledgeable and genuinely helpful."
"Samota Insurance plays a major part in my life when it comes to car or health claims — never experienced such a hassle-free settlement before. Mr Vinay is always just a call away. He totally changed my view of insurance."
"Vinay is highly knowledgeable and genuinely takes interest in his clients. Prompt, reliable, and supports you through the entire claims process — from the initial event all the way to final completion. Smooth and stress-free."
"Vinay sir helped us rebuild our entire protection plan after my husband's surgery. The claim went through smoothly — I can't imagine doing this with anyone else."
"Got our team's group health, cyber, and D&O sorted in one go. Crystal-clear comparisons, no jargon, no upselling."
Spend 20 minutes with us. Walk away with clarity.
A complimentary financial review — over a call, video meeting, or at our Thane office. Bring whatever policies you have. We'll point out gaps and savings.
- 100% obligation-free conversation
- No product pitched in the first call
- Get a written summary within 48 hours