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Life Insurance
Human life value, term structures, annuity layers and policy consolidation.
About Investify
Guided by Integrity. Driven by Outcomes.
Since 2002, we’ve helped families and businesses design protection and wealth strategies that are transparent, evidence‑based and resilient through cycles.
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Evidence‑Led
Decisions by data, not noise
Decisions by data, not noise
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Client‑First
Suitability > Sales
Suitability > Sales
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Claim Support
When it matters most
When it matters most
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Partner Products
Our Mission & Approach
Clarity, discipline and empathy power every recommendation and relationship.
Mission
Enable informed, conflict‑free financial decisions through transparent advisory that integrates protection, investments and claim support.
- Full disclosure of costs and trade‑offs
- Multi‑insurer and multi‑AMC choice
- Continuity during claim events
Advisory Framework
We use a structured process that aligns risk, goals and cash flows—then curate products to fit, not force‑fit.
- Profile → Gap Map → Strategy
- Product curation with rationale
- Monitoring and course‑correction
2002 • Founded in New Delhi
Set up to bring transparency and discipline to everyday financial decisions.
2012 • Integrated Practice
Unified protection + wealth advisory with process documentation and reviews.
2020 • Claims Desk
Dedicated guidance for documentation, intimation, and escalation.
Today • Outcome‑Focused
Serving professionals, families and MSMEs with measurable progress and support.
What We Help With
Modular but connected services—build your blueprint or let us design it end‑to‑end.
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Health & Mediclaim
Floater vs individual, top‑ups, sub‑limit removal, cashless readiness.
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Motor
IDV and add‑on optimization plus fast claim escalation workflow.
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Travel
Schengen, student, corporate and family travel with emergency support.
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Mutual Funds
Goal‑aligned allocation, SIP/STP/SWP design and governance reviews.
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Home Loans & LAP
Tenure vs EMI balance, refinancing windows and prepayment ladders.
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Marine & Fire
Transit, warehouse and fixed asset risk coverage for MSMEs.
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Claim Assistance
Documentation, pre‑auth, shortfall handling and final settlement follow‑up.
Our Core Values
Principles that shape every recommendation and interaction.
Transparency
Clear disclosure on costs, benefits and trade‑offs—always.
Independence
Multi‑provider access and suitability‑driven advice.
Evidence
Disciplined frameworks and metrics over hunches and hype.
Integration
Protection, growth and financing designed to work together.
Stewardship
We act with care and accountability for long‑term outcomes.
Responsiveness
Accessible and proactive—especially during claims.
Leadership Team
Experienced professionals committed to clarity and continuity.
Gautam Nindra
Co‑Founder & Partner
18+ years in protection and investment advisory with focus on strategy design, compliance and client stewardship.
Kiran Nindra
Co‑Founder & Partner
Client engagement and portfolio architecture specialist—mapping goals to suitable protection and wealth solutions.
What Clients Say
Consistent outcomes, empathetic support and disciplined follow‑through.
“Clear, no‑pressure advice and timely claim support. We finally feel ‘covered’ and in control.”
A Professional Family, Delhi
“They helped restructure our policies and investments into a simple, trackable plan. Night‑and‑day difference.”
Entrepreneur, Gurgaon
“Swift guidance during a hospitalisation. Their team handled the process end‑to‑end.”
Senior Couple, West Delhi
Ready to build your protection + wealth blueprint?
Share your current coverage or investment snapshot—we’ll reply with a structured next step within one business day.
- Personalised needs assessment
- Integrated strategy across lines
- Transparent cost–benefit analysis
- Implementation roadmap
- Ongoing review and optimisation