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Our Journey

2018

The Beginning

  • 18th June marked the birth of Inbest - a humble team of 6 visionaries led by Sujeet Singh (HOD, Mutual Fund Operations).
  • A dream took shape — to simplify finance and make wealth-building accessible to everyone.

2019

The First Leap

  • Ventured into Insurance Distribution with top partners — Bajaj Allianz Life, Bajaj GIC, and HDFC Health.
  • Our SIP book crossed ₹10 lakh, setting the tone for disciplined growth.

2020

Growing Trust

  • Varsha Agarwal joining as PO and our AUM soared to ₹75 crore.
  • Trust began to compound — just like wealth.

2021

A Bold Step Forward

  • Applied for our Insurance Broking License — a move that reflected our readiness to serve with full independence and integrity.

2022

The License to Grow

  • On 11th July, we proudly became a Licensed Insurance Broker.
  • Team strength grew to 15, united by one goal: Client-first, always.

2023

Scaling New Heights

  • AUM touched ₹100 crore.
  • ₹2 crore in insurance premium collected.
  • The foundation of trust was now a structure of success.

2024

Expanding Horizons

  • We crossed 1,000+ policies, ₹125 crore AUM, and a ₹50 lakh SIP book.
  • Opened BRO 1 in Jaipur (April) and BRO 2 in Bangalore (June) — marking our national presence.
  • Team strength: 25 passionate professionals, ₹4 crore premium collected.

2025

The Growth Momentum

  • With over 2,500+ policies, ₹7 crore premium, and an AUM of ₹150 crore.
  • Our team of 50+ and counting continues to drive Inbest's vision — Empowering every investor, one plan at a time.
Vision

Vision

  • Innovating today for tomorrow's challenges.
  • Making insurance simple and accessible for all.
  • Setting benchmarks in trust and service.
  • Listening, guiding, and delivering value.
  • Empowering India to be financially resilient and future-ready.
Mission

Mission

  • Insurance for every individual and business.
  • Simplifying finance to build confidence.
  • Honest guidance, no fine print.
  • Turning financial goals into real growth.
  • Building trust through personalized service.

From the Founder

Dheeraj Kumar Baid - 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.

Meet the Minds Behind Inbest

Varsha Agarwal

Varsha Agarwal

CEO

Ariyan Kastiya

Ariyan Kastiya

Branch Head of Rajasthan

Sujeet Singh

Sujeet Singh

Head of Operation, Mutual Fund

Namrata Dey Fogla

Namrata Dey Fogla

General Manager, Claims

Soma Bhattacharya

Soma Bhattacharya

General Manager, Motor & Non-Motor

Jogita Agarwal

Jogita Agarwal

BDM, Mutual Fund

Awards and Recognition

The Award was given by our partner Reliance Mutual Fund for “Top Performer in Equity” - (FY2011-12)

The Award was given by our partner Reliance Mutual Fund for “Top Performer in Equity” - (FY2011-12)

In-House Events