A family business protecting families.
Samota Insurance n Investments was founded in 1987 — a true family business built on a simple belief that financial advice should be honest, lifelong, and free of jargon. For nearly four decades we've helped individuals, families and businesses across Thane, Mumbai and India protect what matters and grow what they've built.
Today, the firm is led by Vinay Samota, CFP®, who brings 20+ years of his own advisory experience to the legacy his family built. With an able team of 8, we've placed 5,000+ policiesand ₹500 Cr+ in sum-assured for over 1,000 families — while remaining small enough to know every client by name.
Mission
Help families and businesses make informed financial decisions through transparent advice, unbiased recommendations and lifelong service.
Vision
Be the most trusted insurance and financial-planning firm in Maharashtra — known for ethics, expertise and empathy.
Values
Client-first thinking. Transparency. Education. Long-term relationships. Real claim ownership.
Meet Vinay Samota, CFP®
A Certified Financial Planner with 20+ years of advisory experience, Vinay has guided thousands of families through life's biggest financial decisions — buying a first home, planning a child's education, navigating a parent's hospitalisation, or scaling a business.
His philosophy is simple: insurance is not a product to be sold once, it's a relationship that's tested at the worst possible moment. That's why every Samota client gets a single, accountable point of contact for renewals, reviews and — most importantly — claims.