The insurance industry thrives on the basic principle of "utmost good faith." With this thought, Investosteps was born in August 2018, founded by an alumnus of IIM, Ahmedabad with over 30 years of multi-industry experience and a passion for providing financial safety and security to families and corporates. Since its inception, Investosteps has helped individuals, families, SMEs, and other businesses safeguard their assets and manage risks efficiently while planning for a bright financial future
Health Insurance
Motor Insurance
NPS
Contractor All Risk / Ear Policy
Professional Indemnity Policy
Marine Insurance
I can't say enough good things about Investosteps. From the moment we connected, they took the time to thoroughly understand my needs and provided me with clear, thoughtful options. Their knowledge and expertise in the field are evident, but what truly stands out is their genuine care and commitment to ensuring I had the right coverage. I feel confident knowing I have someone I can trust looking out for my best interests. If you're looking for personalized service and peace of mind, I highly recommend Investosteps!
I am extremely satisfied with Investosteps' services in helping me finalize my health insurance policies. Their knowledgeable agents guided me through the selection process, making it easy to understand the various options and choose the best policy for my needs. I highly recommend Investosteps to anyone looking for reliable insurance and financial services solutions!
As part of the Big Four, I've always had many options when it comes to investment services. However, after meeting the representatives from Investosteps, I haven't considered anyone else. Their explanations are transparent and tailored to my needs, and their post-sale service is seamless. I’m happy to recommend them to my friends!
After being mis-sold health insurance policies in the past, I found the team at Investosteps to be incredibly helpful in guiding me through the intricacies of these policies. As a result, I decided to switch my HDFC policy to NivaBupa due to their detailed presentation and clear explanations of each benefit. Their application processing support was outstanding and helped me complete the porting process in less than a day. Well done, team!
My search for long-term investment planning ended when I received a call from Investosteps. During our meeting, they carefully guided me through each step of my investment planning, explaining the policy details, its pros and cons, and providing clear information about expected returns. I appreciated their transparency about both sides of the coin. I ended up finalizing three investment plans in just one sitting. Overall, I highly recommend them for your retirement planning
This is Amit Purwar (DGM) with Dwarika Food prooducts, Rudrapur, Uttarakhand, India. We are FMCG company in staple food like Macaroni, penne pasta, Fusilli pasta. Vermicelli and lot more flour based products in our kitty. Associated with Investosteps for last three years and found them very helpful and generous, Very professional in working. Wish them all the best.
When we started the organisation five years back, one of the important element was to provide health insurance to our employees. After scanning and talking to various brokers, we zeroed in Investosteps for securing group health insurance, as they provided us multiple options at cost effective rates. I am glad that they have been servicing us for last four years now while our team size has multiplied. Service has been prompt, resolution time is less and above all competitive premiums. now we are to planning our Marine and cargo insurance also through Investosteps."
"Taking a call to travel abroad is a tough one and other than education, most important part is taking care of safety, security and personal health. Thats where Investosteps helped me to buy the best student travel insurance policy for me, for three years at a go. Policy processing was smooth and so was post buying experience. Thanks Team Investosteps"
"I highly recommend Investosteps for their exceptional services, they always provide timely and helpful advice. Whenever I had questions or needed assistance, they responded promptly with clear, expert guidance and transparency. The team is professional, knowledgeable, and genuinely cares about ensuring the best outcomes for their clients. From policy selection to claim processing, every step was handled smoothly and efficiently. I felt confident knowing I was in good hands. If you're looking for an insurance consultant, whom you can trust, this is the company to go with."
"I have been looking to opt for a good Health Insurance Plan for my family and during which I got introduced to Investosteps as part of a session conducted by them. The detailing and clarity of the session encouraged me to connect with their founder one on one, to take his advice and guidance in terms of various options for a good Family Health plan and he was patient enough and spend some good time in explaining the pros and cons of various plans and guided me in choosing the right one for me and my family. The overall experience made me want to get back to him for my Term Insurance as well. Today he is a good friend and an extended family to me."
"As a CFO, my primary responsibility is to safeguard the organization's assets through comprehensive insurance coverage. Given our focus on engineering, having a robust Contractor's All Risk policy is essential. The expert advice and services provided by Investosteps have been invaluable, offering me peace of mind in managing our insurance needs. I highly recommend their services to others in the industry."
"I am resident of Mumbai. Came across Investosteps some years back. Was very much impressed by the way every single minute details about the Term and Health insurance policies were explained and every doubt clarified. I felt much confident after every call. I wish Investosteps all the success."
Motor Insurance 
