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 and compliance.
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, use the latest tools, and work towards a global presence. Our team creates plans designed for your unique needs. We help you grow and protect your money over time.
Excel India IMF is the only company in Odisha to reach a trading portfolio of ₹200 Crores. This milestone shows our strong financial health and steady growth.
We have built a mutual fund portfolio worth over ₹100 Crores. 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.