Thakur Insurance & Investment Services

What Thakur Insurance & Investment Services does

Thakur Insurance & Investment Services (TIIS, also branded Thakur Insure) is a privately held, founder-led financial services firm headquartered in New Delhi, India, founded in 1999 by Dr. Ashutosh Thakur. The company operates as an AMFI-registered mutual fund distributor and an IRDA-aligned insurance broker, serving retail, HNI, NRI, corporate, and institutional investors across India. Its core offerings span equity, debt, hybrid, and tax-saving ELSS mutual funds; life insurance (term plans) and general insurance (health, motor, travel, personal accident, home, marine, commercial property, corporate group mediclaim); and a fixed-income catalog that includes company fixed deposits, Section 54EC capital gain bonds, tax-free bonds, GOI savings bonds (7.15%), and non-convertible debentures. A dedicated NRI service line supports portfolio investment under repatriation and non-repatriation basis per RBI guidelines.

The technology footprint is modest and conventional: a client portal hosted on acewealthmanager.com delivers consolidated portfolio statements and instant account access, while the public website (invest-tiis.com) hosts a suite of financial calculators (SIP, SWP, STP, lumpsum, retirement, child education, marriage, goal, return, tax) and educational content. Transactions in mutual funds are executed through the NSE MF online portal, and depository relationships with CDSL and NSDL support electronic settlement. Distribution is direct — primarily via website self-service for retail and via personalized phone- and relationship-manager-led assistance for HNI and institutional clients — with no third-party intermediaries disclosed.

The revenue model is commission-based across mutual fund distribution (trail and upfront commissions from AMCs) and insurance broking (brokerage from life and general insurers). No pricing, fees, AUM, or revenue figures are publicly disclosed. The firm is family-controlled with no external funding, no subsidiaries, and no acquisitions; the management team comprises founder director Dr. Ashutosh Thakur (research and strategy) and founding member Alok Thakur (operations and execution). Customer acquisition relies on direct engagement, content marketing, and helpline support rather than paid digital advertising or institutional sales channels.

Name

Thakur Insurance & Investment Services

Legal name

Thakur Insurance & Investment Services

Website

https://invest-tiis.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Thakur Insurance & Investment Services (TIIS) is a Delhi-based, AMFI-registered mutual fund distributor and insurance broker founded in 1999, serving retail, HNI, NRI, corporate, and institutional investors across India through online tools and personalized advisory.

Ownership category

akta.pro rank

Product category

Insurance & Investment Services

NAICS

Insurance Agencies and Brokerages (524210), Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Multi-Asset / Cross-Asset Brokerage (FSAEACAM), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Mutual fund distribution
• Insurance broking services
• Wealth management advisory
• Fixed income products
• NRI investment services

Headquarters

HQ city

New Delhi

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Mutual Fund Distribution: Commission-based distribution of mutual fund products to retail, HNI, NRI, corporate and institutional investors. AMFI registered distributor providing personalized investment assistance.
2. Insurance Broking: Insurance broking services offering life insurance and general insurance products including health, motor, travel, personal accident, and home insurance.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Thakur Insurance & Investment Services is an AMFI-registered mutual fund distributor and IRDA-aligned insurance broker that distributes mutual fund schemes (equity, debt, hybrid, ELSS), life insurance term plans, and general insurance (health, motor, travel, personal accident, home, marine) to retail, HNI, NRI, and corporate/institutional investors across India. The firm also distributes fixed-income instruments (company fixed deposits, capital gain bonds under Section 54EC, tax-free bonds, GOI savings bonds, non-convertible debentures) and provides tax-saving advisory and NRI portfolio services, supported by an online client portal with consolidated portfolio statements and multiple financial planning calculators.

Product overview

Thakur Insurance & Investment Services (TIIS) is a financial services firm founded in 1999 offering a comprehensive suite of investment and insurance products. The core offerings include Mutual Funds Distribution (providing professional management and diversification), Life Insurance Term Plans, and General Insurance (covering health, motor, travel, personal accident, home, marine, and commercial property). Additionally, the company offers Fixed Deposits, Capital Gain Bonds (Section 54EC), Tax Free Bonds, GOI Bonds, NCDs, and NRI Services. The company provides financial calculators (SIP, Goal, Return, Marriage, Child Education, Retirement, Lumpsum, STP, SWP) and tax-saving advisory services. TIIS serves retail, HNI, NRI, corporate, and institutional investors across India with personalized investment assistance.

Differentiator

Problem solved

Functional benefit

Products and services

• Mutual Fund Distribution AMFI-registered mutual fund distribution service allowing investors to pool money across schemes with predetermined investment objectives. Provides access to equity funds, debt funds, hybrid funds, and tax-saving ELSS funds with professional management, diversification across asset classes, high liquidity, and economies of scale that reduce transaction costs. Designed for retail, HNI, NRI, and corporate/institutional investors across India.
• Life Insurance - Term Plans
• General Insurance Broking
• Corporate Employee Benefit Insurance (Group Mediclaim)
• Commercial Property Insurance
• Company Fixed Deposits
• Capital Gain Bonds (Section 54EC)
• Tax Free Bonds
• GOI Bonds (7.15% Government of India Savings Bonds)
• Non-Convertible Debentures (NCD)
• NRI Portfolio Investment Services
• Tax Saving Advisory

Quantifiable outcome

• Over 15 years of experience in financial services in India

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Four partnerships are on record, tiered core.

• NSE (National Stock Exchange)coreTechnology or IntegrationNSE MF online portal partnership enabling online mutual fund investments for clients. Provides infrastructure for executing mutual fund transactions.
• AMFI (Association of Mutual Funds in India)coreOthersAMFI registered mutual fund distributor. AMFI is the statutory body for mutual fund regulation and industry standards in India.
• IRDA (Insurance Regulatory and Development Authority)coreOthersInsurance regulatory body under which the company operates as an insurance broker providing life and general insurance products.
• SEBI (Securities and Exchange Board of India)coreOthersSecurities market regulator governing mutual fund distribution and investment advisory services.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• NJ Wealth (NJ IndiaInvest): Large mutual fund distribution platform in India serving retail and HNI investors. Closest analog to TIIS's mutual fund + insurance distribution model, with significantly larger partner network and AUM.
• Anand Rathi Wealth Services: Indian wealth management and distribution firm offering mutual fund distribution, financial planning, and insurance to HNI and UHNI clients. Comparable in serving HNI/NRI segments with personalized advice and multi-product distribution.
• Prudent Corporate Advisory Services: One of India's largest mutual fund distributors and insurance advisors, listed on Indian exchanges. Directly comparable product mix (mutual funds, insurance, bonds) and similar AMFI-registered distribution model, but at vastly larger scale with hundreds of branches and an asset-light, sub-distributor network.

Broad incumbents

• IIFL Securities: Large Indian financial services group offering broking, mutual fund distribution, insurance, and wealth management. Broader portfolio than TIIS but overlapping heavily in distribution and advisory to retail/HNI clients across India.
• Sharekhan (BNP Paribas subsidiary): Full-service Indian broker and financial product distributor with branches nationwide. Competes with TIIS in retail MF distribution and investment advisory, with much wider product suite and brand recognition.
• Choice Equity Broking: Indian retail broker and financial product distributor offering mutual funds, bonds, insurance, and equity broking. Comparable multi-product distribution to retail and HNI segments.

Regional players

• Geojit Financial Services: Indian financial services firm with strong South India presence offering broking, mutual fund distribution, and insurance. Comparable product mix; differing geographic concentration from TIIS's Delhi base.

Emerging players

• Groww (Nextbillion Technology): India's leading direct mutual fund and stock investing platform. Not a direct distributor in the traditional sense, but competes directly for TIIS's retail investor relationships through a digital-first, low-friction experience.
• IndianMoney (Befree Financial Services): India-focused financial advisory and comparison platform for loans, insurance, and credit cards. Comparable to TIIS in distribution and advisory scope, particularly insurance, but emphasizes digital lead generation rather than relationship management.
• Kuvera (Goldman Sachs-backed): Direct mutual fund investment platform with goal-based planning and tax tools. Overlaps with TIIS on financial calculators and mutual fund distribution but operates as a digital advisor without physical presence.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/thakurinsurance
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/thakur-insurance-investment-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Thakur Insurance & Investment Services