EVER WONDERED... Why do you need Insurance?
Insurance is not a choice, but a necessity. It's not about investment or saving tax, but much beyond.
Every individual has a financial worth and emotional worth. When a family loses a bread winner, there are two types of setbacks, emotional and financial. Where no one can ever fill the emotional void , it's very much possible to blunt the impact of financial blow.
Every month , a certain amount comes onto the family, which fulfills the basic necessities and the lofty desires of the family members. To ensure that niether the necessities, nor the desires are compromised, Life Insurance is a must.
Lifestyle diseases are claiming more and more individuals everyday. It is possible to defend them , but the fight is expensive. Once again, insurance stands by you like a friend in need.
It is often heard that insurance gives no returns. True!! But then why do people build houses or go for holidays?? No returns there as well!
Get your insurance portfolio evaluated today, fill in the gaps and live happily ever after!!!
Our Edge
Once a customer, always a customer. We, at Tax Smart Insurance, believe in offering only need based product, so that the customer is satisfied throughout the long journey as a policy holder.
Whether timely reminders or change in personal details, claim assistance or premium receipt, we are just a phone call away.
We work hard to make sure your insurance cover is value for money. Striking the right balance between cost and features of your choice.
Put together, we have more than 45 years of experience among us, with a client base of over 1000 customers, who have chosen to stay with us for, as long as 15 years.
We've Got You Covered with the Right Insurance Product
Child Plans
You give them a world full of Hope and happiness. Insure to ensure that hope and happiness don't fade away, come what may!
Term Plan
A low price, high value security for your loved ones; with attractive features.
Retirement Plan
Your income will stop one day but your expenses won't. Save towards a comfortable retirement, for you and spouse.
Wealth Creation
Plans which let you stay ahead of inflation come with protection and tax benefits.
Saving Plans
Save for a goal with guaranteed plans, be it your second house or a dream holiday.
Critical Disease Coverage
Critical diseases are unwelcome and come with a price tag. Make sure you are prepared to handle them.
Car Insurance
Compatible rates with features of your choice.
Mediclaim
A must in this day and age, to take care of expenses while you take care of your health.
Business Insurance
We understand your focus to run tax efficient business, create an emergency fund and hedge against future losses. We have a unique solution for your business: Partnership, Proprietorship or Pvt. Ltd.
Meet The Team
Shalini Bhatia
Insurance Advisor
Shalini Bhatia has secured more than 200 families during her 10 years in the insurance industry. An MA and M.Phil in English Language Teaching and MBA in Marketing, she found her calling in the Life Insurance sector. Helping families with the right need-based solution is her USP.
Ruby Bagchi
Insurance Advisor
Ruby Bagchi has over 12 years’ experience in the field of Insurance and specializes in Health Insurance. She is a graduate in Applied Arts. Ruby has worked with Upagrah Doordarshan, Target magazine of India Today group and "Business Today" Magazine.
She has worked with various NGOs like Gandhi Darshan Smriti, Handicap Welfare Federation etc. and believes that insuring families is a noble act, as it protects the dignity of a family in dire times.
Nidhi Grover
Insurance Advisor
Nidhi Grover has done Masters in Finance and is an I.C.W.A.I graduate. She has a rich and varied experience of 16 years in Mutual Funds, Insurance and other financial instruments. Nidhi's experience enables her to cater to her clients who have a liking for different financial assets.
Usha Kumar
Financial Advisor
Usha Kumar, working as a financial advisor with Max Life Insurance & Max Bupa since 2008. She feels proud in protecting more than 400 families financially. She has achieved 2 times COT, 4 times MDRT, 9 times Executive Councils, 2 times CEO Councils & 18 times MBK in 12 years of dedicated work.
She believes in need base solutions to the clients, quality of services 24/7 & building long term relationships.
Moumita Halder
Operations Incharge
Moumita is a graduate of Delhi University. She passed out of Kamla Nehru College in the year 2009. She has a diploma in photography and has done a certificate course in the Basics of Computers. Moumita has over 8 years experience as an admin incharge , first in a travel agency and then , in a law firm.
Moumita efficiently handles all the customer queries and after sales services.
About TSI The Name You Can Trust
TAX SMART INSURANCE came into existence with the mission of correctly guiding our prospects and clients, in this chaotic scenario of too much choice. Our vision is to be the one window for all your insurances and investments.
Apart from its internal expertise, Tax Smart Insurance has tie ups to advice clients on Company Fixed Deposits and Real estate. Whether your desire is to create a legacy for the future generation or to secure your spouse's Golden years, we are right there with the right advice and product.
17968
Insurance Policies
10423
Families
30000
Happy Customers
100
% Claim Settlement
What Our Clients Say
Shalini Bhatia from Tax Smart Insurance understood my and my brother's requirement to secure our respective children and suggested solutions individually , according to the age and life stage. I was impressed with her customer centric approach.
Business Owner
Hi,I recall, my association with Ruby Ji, which was a chance meeting at her office, way back in year 2013, when I was looking out for assistance on one of my existing policies. Let me put this on record, she is one of those financial adviser, who is very meticulous, exudes confidence in all the dealings, with assurance ensured along with rich sector experience and product knowledge to her credit, will always be asset for any organisation. She has been constantly updating me on the new developments, worked out a personalized portfolio for me and my family, analyzing all our requirements. Her friendly behavior has made her a part of the family. I am assured that my interest is Paramount in her mind. and customer delight is assured always. Wish her huge success in all her future endeavors.
Business Owner
I have known Shalini Bhatia for over two decades and have found her to be extremely hard working and focussed in her work. She is totally dedicated to achieveing her targets as an insurance advisor and maintains excellent communication with her clients. I recommend her whole heartedly and without any reservation for any assignment given to her.
Lawyer
Being a travel business owner, I often get requests from my clients to handle their Travel Insurance as well. I rely on Tax Smart Insurance to give me prompt service and compatible rates. They, at times , have processed insurance in an hour's time. I need not look any further.
CEO, Skywalk Travels
I wanted a complete financial solution for my young family. Ruby Bagchi dedicated 4 hours to make me understand how I should plan for every life stage and suggested the right products. I am totally relaxed now about my child's education and my own retirement.
Occupation