Excel India Group is a trusted name in insurance, mutual funds, and financial planning. We help individuals, families, and businesses build a secure financial future.
We are certified by IRDAI (IMF), ISO 9001:2015, AMFI, and SEBI. These certifications show our commitment to quality, compliance, and transparent financial advice.
Our corporate office is in Bhubaneswar, Odisha. We have regional offices in Bangalore and Delhi. Through our network of authorised partners, we serve clients across India.
Our team of IRDAI-licensed advisors compares plans from multiple insurance companies and investment providers. We recommend what is best for you, not what earns us the highest commission. Meet our founder, Mr. Ratikant Raajbanshi, to learn more about the leadership behind our company.
"Good advice creates lasting trust. Every recommendation we make is built entirely around our clients' financial stability and long-term peace of mind."
Regulated, accredited, and audited by national and international authorities to safeguard your investments.
We are registered with the Insurance Regulatory and Development Authority of India as an Insurance Marketing Firm. This means we are legally authorized to advise on and distribute insurance products from multiple companies.
Our quality management system meets international standards. ISO certification means our processes, documentation, and service delivery are audited and verified regularly.
We are registered with the Association of Mutual Funds in India. This allows us to distribute and advise on mutual fund products from multiple fund houses.
We are registered with the Securities and Exchange Board of India. This ensures our investment advisory services meet regulatory standards.
We aim to give you the best financial advice and wealth management services. Our goal is to help you reach your financial targets and build lasting wealth for your family.
We want to be India's leading wealth management firm. We stand for expertise, honesty, and outstanding service. We empower our clients to achieve financial freedom with confidence.
We focus on building strong, long-term relationships with our clients. We deliver custom financial solutions and use the latest tools to help you plan. Our team creates plans designed for your unique needs. We help you grow and protect your money over time. We offer a wide range of services including term insurance, health insurance, investment plans, retirement planning, and corporate insurance solutions.
From our founding in Odisha to establishing an advisory presence across India.
Excel India IMF was founded in Bhubaneswar, Odisha, by Mr. Ratikant Raajbanshi with a mission to make quality financial advice accessible to everyone.
Expanded operations with a regional office in Bangalore to serve clients and corporate partnerships across South India.
Opened a regional office in Delhi to strengthen institutional presence and corporate insurance client support in North India.
Reached a trading portfolio of Rs 200 crore, becoming the first organization in Odisha to achieve this landmark scale.
Built a mutual fund portfolio exceeding Rs 100 crore, reflecting deep market expertise and sustained investor confidence.
Excel India IMF serves thousands of clients through its team of IRDAI-licensed advisors and a growing network of authorised partners across India.
Get personalized advice from our certified specialists.
Benchmarking performance, capital safety, and institutional trust in financial markets.
Excel India IMF is the only company in Odisha to reach a trading portfolio of Rs 200 crore. This milestone shows strong financial health and steady growth built over years of disciplined work.
We have built a mutual fund portfolio worth over Rs 100 crore. This reflects our deep knowledge of the market and our focus on delivering results for our clients.
We have outperformed competitors in life insurance, health insurance, and general insurance. Our clients trust us because of our professional approach and commitment to great service.
See our full list of awards and recognitions on our Awards page.
Headquartered in Odisha with regional locations and authorised partner hubs across India.
Plot No 12 (SCR), 2nd Floor, Kharvel Nagar, Unit 3, Behind BDA Office, Bhubaneswar, Odisha, 751001
Phone: 90 90 92 15 15 Email: support@excelindiagroup.com
Jaynagar, Bangalore, Karnataka, 560041
Okhla, Delhi, 110020
Essential details regarding our licenses, company background, and advisory scope.
Ready to plan your financial future with a trusted partner? Call 90 90 92 15 15 or visit our Contact Us page. You can also explore our services or read our latest insights on the blog.