Insurance Saathi – Your Trusted Partner for Insurance, Financial Protection & Wealth Creation

Insurance Saathi (iSaathi) is a trusted insurance and financial services platform helping individuals, families, professionals, startups, SMEs, and businesses across India secure their future through comprehensive insurance protection, risk management, and wealth-building solutions.

We offer a wide range of insurance products including Health Insurance, Life Insurance, Term Insurance, Motor Insurance, Travel Insurance, Personal Accident Insurance, Home Insurance, Corporate Insurance, Group Health Insurance, Professional Indemnity Insurance, Warehouse Insurance, Employee Benefit Plans, and SME Business Insurance from India’s leading insurance providers.

Through our platform, customers can compare insurance policies, receive instant quotes, evaluate coverage options, choose affordable premiums, and access expert guidance to make informed insurance decisions. We work with trusted insurers including LIC, HDFC Life, ICICI Prudential Life Insurance, SBI Life Insurance, Max Life Insurance, Tata AIA Life Insurance, Care Health Insurance, Niva Bupa Health Insurance, Star Health Insurance, ICICI Lombard, HDFC ERGO, Bajaj Allianz, Tata AIG, Reliance General Insurance, Royal Sundaram, IFFCO Tokio, and many other leading insurers.

Beyond insurance, Insurance Saathi provides Mutual Fund advisory, SIP planning, tax-saving investments, retirement planning, child education planning, wealth management, and financial portfolio optimization services designed to help clients achieve long-term financial security and sustainable wealth creation.

With a customer-first approach, transparent advice, digital policy management, renewal support, and dedicated claim assistance, Insurance Saathi is committed to delivering reliable protection, financial confidence, and personalized solutions under one roof.

Our Vision

To become India's most trusted insurance and financial protection partner by making insurance, risk management, and wealth-building solutions simple, transparent, accessible, and affordable for every individual, family, professional, and business.

We envision a future where every customer can confidently protect their health, family, assets, and financial goals through expert guidance, innovative digital solutions, and lifelong support.

Our Mission

To empower individuals, families, professionals, and businesses with trusted insurance, risk management, and financial solutions that protect what matters most and support long-term financial well-being.

We are committed to delivering personalized advice, transparent guidance, affordable protection, seamless digital experiences, and dedicated claim support to help our customers make confident financial decisions at every stage of life.

Top Insurance & Investment Services

Insurance Saathi provides comprehensive insurance and investment solutions designed to protect your future and help you achieve your financial goals.

Insurance Solutions

Investment Solutions

Whether you are looking for affordable insurance coverage, business risk protection, employee benefit solutions, or long-term wealth creation through mutual funds and SIPs, Insurance Saathi provides expert guidance, personalized recommendations, and dedicated support under one roof.

Our Core Values

The principles that guide every recommendation, policy, claim, and customer interaction at Insurance Saathi.

Customer First

We put our customers at the center of everything we do, delivering personalized insurance solutions, expert guidance, and exceptional service that build long-term trust and confidence.

Transparency

We believe in complete honesty, clear communication, and policy clarity. Our customers understand their coverage, benefits, exclusions, and claim processes before making important decisions.

Expert Guidance

By integrating technology into every facet of our offerings, we simplify processes and deliver solutions that are modern, fast, and efficient.

Financial Education

We empower customers through insurance awareness, financial planning insights, and expert guidance, helping them make informed decisions with confidence.

Excellence

From policy selection to claim assistance, we are committed to delivering responsive support, professional service, and a seamless customer experience at every stage.

Powered by Technology, Guided by Expertise

Insurance Saathi combines modern digital tools with experienced advisors to simplify insurance and financial decision-making.

Our Leadership Team

Experienced Professionals Committed to Your Protection, Financial Security & Success

Sreenivasula Gupta, Managing Partner

Sreenivasula Gupta’s inspiring journey began as a tele-calling executive at Royal Sundaram, where his dedication and talent propelled him to the role of team lead. With a deep understanding of the insurance industry and a passion for serving society, Gupta founded Insurance Saathi to simplify insurance and make it accessible to all. Driven by a bold vision to build a customer-first insurance ecosystem, he leads with transparency, innovation, and trust. Backed by his family and friends as investors, Gupta transformed his dream into a reality, creating a platform that prioritizes people over policies. Under his leadership, Insurance Saathi is redefining the insurance landscape in India, empowering individuals and families with tailored, reliable solutions. Gupta’s commitment to excellence and societal impact continues to inspire the growth and success of the company.

Anubhav Sharma, Senior Vice President, Marketing & Sales

Anubhav Sharma brings over a decade of leadership experience in the insurance industry, having held senior roles at renowned companies like Bharti AXA and ICICI Lombard. His deep understanding of market dynamics and consumer needs has been pivotal in shaping the marketing and sales strategies at Insurance Saathi. Anubhav drives the company’s growth initiatives, overseeing both individual and corporate business strategies. His strategic vision and ability to innovate have helped Insurance Saathi build a strong brand presence and expand its reach in the competitive insurance market. Anubhav’s leadership extends beyond sales, as he also plays a key role in forging impactful corporate partnerships that align with the company’s long-term goals. His relentless pursuit of excellence, combined with his expertise in marketing and corporate business development, positions Insurance Saathi for continued success in the ever-evolving insurance landscape.

Rama Krishna, Business Head

Rama Krishna’s journey with Insurance Saathi began over a decade ago, starting as a calling executive. His commitment, work ethic, and passion for excellence quickly propelled him through the ranks. Today, as the Chief People Officer, Rama Krishna leads the most important asset of the company—our people. As People Leader, Rama Krishna is the driving force behind building a motivated and high-performing team. His ability to mentor, inspire, and create a people-first culture has been instrumental in Insurance Saathi’s success. Rama believes in fostering a workplace where innovation thrives, and every team member is empowered to deliver exceptional service. With over a decade of experience, Rama Krishna continues to set the benchmark for leadership, ensuring Insurance Saathi remains a trusted partner for customers across the nation.

Vaishnavi, Assistant Vice President

Vaishnavi’s remarkable journey with Insurance Saathi spans over a decade, starting as a calling executive and evolving into a pivotal leadership role as Head of Customer Relations. Her unwavering commitment to understanding customer needs and delivering exceptional experiences has been at the core of her success. With a natural ability to connect with people and a deep passion for service excellence, Vaishnavi has transformed how Insurance Saathi engages with its customers. She leads with empathy, expertise, and a vision to create a seamless, customer-centric experience across every interaction. Vaishnavi’s leadership continues to inspire the team and reinforces Insurance Saathi’s mission to build trust and provide unmatched support for customers nationwide.

Deepak and Abhishek, Claims Team

Deepak and Abhishek, both with over six years of dedicated service at Insurance Saathi, are the backbone of our claims team. Their unwavering commitment to customer satisfaction has set a new standard for what it means to deliver a truly personalized claims experience. What sets them apart is their hands-on approach—going beyond the typical call of duty to personally visit hospitals, homes, day care centers, and rehab centers, ensuring customers receive the support they need when they need it most. From document collection to claim processing, Deepak and Abhishek ensure that every step of the journey is as smooth and hassle-free as possible. Their dedication to making the claims process effortless and stress-free has helped countless customers navigate challenging times with ease, making them not just a part of the team, but true life-changers for those they assist.

Sreenivasula Gupta

Managing Partner, Insurance Saathi

Rama Krishna

Business Head

Vaishnavi

AVP, Sales & Customer Relations

S. Rama Krishna (SRK)

Senior Vice President, Marketing & Sales

Sreekanth

Assistant Manager, Sales & Customer Relations

Transformational Insurance Leader Driving Innovation, People Empowerment & Customer Trust

Sreenivasula Gupta is the visionary founder and Managing Partner of Insurance Saathi. His inspiring journey in the insurance industry began at Royal Sundaram, where he started his career as a tele-calling executive and steadily progressed into leadership roles through dedication, perseverance, and deep industry knowledge.

Driven by a passion to make insurance simple, transparent, and accessible, Gupta founded Insurance Saathi with the vision of creating a customer-first platform that empowers individuals, families, and businesses to make informed financial protection decisions.

Under his leadership, Insurance Saathi has grown into a trusted insurance and financial advisory platform known for personalized service, ethical practices, technology-driven solutions, and customer-centric support.

His commitment to innovation, trust, and long-term customer relationships continues to shape the company's growth and success.
People-Centric Leader Driving Operational Excellence

S. Rama Krishna, popularly known as SRK, brings over two decades of leadership experience across India and the Middle East in insurance, sales, marketing, and corporate business development.

Having worked with renowned insurance companies including ICICI Lombard, SRK plays a key role in strengthening Insurance Saathi’s motor insurance, retail insurance, and corporate insurance strategies.

His expertise includes:
  • Motor Insurance Solutions
  • Sales & Distribution Strategy
  • Corporate Partnerships
  • Customer Acquisition & Retention
  • Insurance Market Expansion
  • Risk & Portfolio Management
His strategic leadership helps Insurance Saathi expand its reach and strengthen its position in India’s competitive insurance industry.
Insurance Industry Expert with Multi-Regional Leadership Experience

B. Rama Krishna's journey at Insurance Saathi is a testament to dedication, leadership, and continuous growth. Starting his career with the organization as a calling executive, he steadily progressed through various responsibilities before taking on the role of Business Head.

He plays a pivotal role in driving operational excellence, team development, and customer experience across the organization. His leadership focuses on building a high-performing culture that empowers employees, strengthens service quality, and enhances customer satisfaction.

Areas of Expertise:
  • Team Building & Employee Engagement
  • Customer Experience Management
  • Operational Excellence
  • Service Quality Enhancement
  • Employee Development & Training
  • Organizational Growth & Culture
His people-first leadership approach has been instrumental in shaping Insurance Saathi into a customer-focused organization known for reliability, professionalism, and exceptional service.
Customer Relationship Expert Delivering Exceptional Client Experiences

Vaishnavi has been an integral part of Insurance Saathi's growth journey for over a decade. Beginning her career as a calling executive, she has grown into a key leadership role through her commitment to customer service, relationship management, and operational excellence.

She leads customer relationship initiatives with a strong focus on client engagement, service quality, and long-term customer satisfaction. Her ability to understand customer needs and build lasting relationships has contributed significantly to the company's reputation for trust and personalized service.

Areas of Expertise:
  • Customer Relationship Management
  • Client Retention & Engagement
  • Insurance Advisory Support
  • Customer Experience Enhancement
  • Service Quality Management
  • Complaint Resolution & Escalation Handling
Her customer-first mindset, empathy, and leadership continue to strengthen Insurance Saathi's commitment to delivering exceptional customer experiences.
Dedicated Insurance Advisor Focused on Personalized Customer Support

Sreekanth has been an integral part of Insurance Saathi for over four years, delivering personalized insurance advisory and claims support services. Known for his hands-on customer support approach, Sreekanth personally assists customers by:

  • Guiding Policy Selection
  • Educating Customers About Insurance
  • Supporting Claim Documentation
  • Visiting Hospitals & Care Centers
  • Providing Emergency Claims Assistance
  • Simplifying Insurance Processes
His dedication to customer education, transparent advisory services, and stress-free claim support reflects Insurance Saathi’s commitment to building trust and long-term customer relationships.

Departments

Expert Advisors

Our certified advisors bring industry expertise to guide you toward the most suitable insurance plans.

Personal Consultants

Dedicated consultants work closely with you to understand your goals and tailor solutions that align with your unique needs.

Claims Team

Specialists ensure that your claims are processed efficiently, providing timely updates and transparent support during critical times.

Customer Service

Always available to answer your queries, address concerns, and ensure you enjoy a seamless experience at every touchpoint.

Operations Team

The backbone of our processes, ensuring everything runs smoothly behind the scenes to deliver exceptional service.

Back-End Team

Innovators who build and maintain the technology that powers our platform, ensuring a fast and hassle-free digital experience.

Wealth Managers

Experts in financial planning who integrate insurance into your overall wealth management strategy, helping you achieve long-term security and growth.

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