Welcome to Smart Policy – Your Trusted Partner in Insurance & Financial Planning.

Smart Policy is a comprehensive financial services provider specializing in systematic wealth creation through SIPs and mutual fund investments, along with complete risk protection through life, health, and general insurance solutions. We help individuals and families understand financial planning, smart investment strategies, insurance guidance, retirement planning, and long-term wealth management in a simple, practical, and transparent way.

Founded in 2004, Smart Policy (Arihant Group, est. 1981) serves 18,000+ customers across India, providing ₹900+ Cr in life cover and settling ₹11+ Cr in claims as an IRDA-licensed IMF with 9+ insurers under one roof. Guided by mentor Mr. Dinesh Tater (25+ years, MDRT Top of the Table) and led by Devesh, Arihant, and Ashish Tater, our team delivers ethical, client-first financial solutions.

Let’s build a community focused on financial literacy and smart planning.