Our Journey

2018

The Beginning

June 18, marked the birth of Inbest, founded by Mr. Dheeraj Kumar Baid with a team of six including Sujeet Kumar Singh (HOD, Mutual Fund Operations).
The mission was clear—to onboard retail investors and promote financial literacy at the grassroots level.
With a family legacy of 25+ years, a dream took shape to simplify finance and make wealth-building accessible to everyone.

2019

The First Leap

Inbest’s growth story took shape with strong momentum in mutual fund distribution, building a ₹10 lakh SIP book and achieving an AUM of ₹25 crore, reinforcing client trust and disciplined investing.
Recognizing the need of the hour, we expanded into insurance distribution, partnering with leading insurers including Bajaj Allianz Life, Bajaj Allianz General Insurance and HDFC Health Insurance.

2020

Growing Trust

Amid COVID-19, we embraced digital operations, accelerating growth and expanding our SIP Book to ₹20 Lacs.
During the unprecedented health emergency, we recognized the need for deeper insurance penetration, we intended to become a direct insurance broker.
To strengthen our team further, we welcomed Varsha Agarwal as CEO and PO of Baid Solutions Insurance Broking Pvt. Ltd. (BSIBPL).

2021

A Bold Step Forward

Inbest’s AUM touched the ₹50 crore milestone,with the SIP Book of ₹25 Lacs reflecting sustained client trust and consistent growth.
Our insurance premium collections exceeded ₹1 crore, marking a significant growth milestone for the insurance division.
Our team size increased to 15 people.

2022

The License to Grow

On 11th July, we proudly achieved a major milestone by becoming a Licensed Insurance Direct Broker, strengthening our commitment to comprehensive and transparent risk solutions.
Our AUM touched the mark of ₹75 Cr. with the SIP Book of ₹ 35 Lacs.
Our team expanded to 25 professionals, united by a single philosophy—client-first, always.

2023

Scaling New Heights

Reaching the ₹100 crore AUM milestone—alongside ₹2 crore in insurance premiums—marked a defining moment, where years of client trust culminated in scale, credibility and long-term strength.

2024

Expanding Horizons

With this scale, we expanded our footprint by opening BRO 1 in Jaipur in April—taking a decisive step beyond our home base and strengthening our multi-city presence.
We crossed 3,000+ insurance policies, generating more than ₹7 crore in premiums, while our SIP book grew to ₹50 lakh, supported by a 50-member team.

2025

The Growth Momentum

The launch of our BRO 2 in Bengaluru reflects our commitment to scalable growth and wider client outreach.
Managing 5,500+ policies, generating ₹10 crore in premiums and building an AUM of ₹150 crore, Inbest stands as a scaled, trust-led financial organisation—grounded in discipline and driven by long-term value.
Our team of 75+ and counting continues to drive Inbest's vision — Empowering every investor, one plan at a time.

Vision

Innovating today for tomorrow's challenges.
Making insurance simple and accessible for all.
Empowering women through an inclusive workplace.
Listening, guiding and delivering value.
Empowering India to be financially resilient and future-ready.

Mission

Serving retail clients at the grassroots level. 
Simplifying finance to build confidence.
Honest guidance, no fine print.
Turning financial goals into real growth.
Building trust through personalized service.

From the Founder

As the founder of INBEST, I extend my heartfelt welcome to you. Our journey began with a vision to redefine financial services and today, that vision is embodied in every interaction we have with our clients. In our industry, service is paramount for customer satisfaction and retention.

At INBEST, we take this to heart, embodying the philosophy of "Atithi Devo Bhava" in our approach to customer service. Just as a guest is treated as God, we believe in serving our clients with the utmost care and respect, ensuring that every interaction with us leaves a lasting impression of warmth and professionalism.

Dheeraj Kumar BaidFounder