Consolidate insurance, investments, deposits and financial planning in one secure platform. Understand better. Plan smarter. Invest in direct mutual funds.
BimaOne is a next-generation financial repository that helps consolidate your insurance, investments and deposits in one place. We help you understand your portfolio better and plan your future through smart investments directly in mutual funds via BSE StAR MF.
Understand better. Plan smarter. Invest in direct mutual funds.
BimaOne gives advice only. Your control, your money, your future.
Store life, health, motor, travel and general insurance securely with document uploads.
Track SIPs, mutual funds, goals, returns and portfolio using one unified dashboard.
Manage fixed deposits, recurring deposits, interest rates, maturity dates and returns.
Advice-only repository platform with direct mutual fund facilitation and financial planning support.
Education-only advisory for goal planning, portfolio review, asset allocation, and financial awareness.
Explore NowView, organise and understand your full financial portfolio — insurance, MF and deposits — in one place.
Explore NowPartner with BimaOne to offer clients end-to-end financial repository and portfolio advisory tools.
Explore NowBuild and review retirement goals with inflation-aware planning tailored to your exact timeline.
Explore NowEstimate future education and marriage goals and plan investments accordingly, step by step.
Explore NowStore and manage your policies, coverage adequacy, renewals and documents securely with timely reminders.
Explore NowFrom a single consolidated dashboard to disciplined investing and gold investments — pick what fits your goals.
Your entire financial life pulled into one secure dashboard — Insurance One, Mutual One and Deposit One, together.
Direct mutual fund support through guided onboarding and portfolio tracking — you invest, we guide.
Systematic Investment Plan planning, tracking and goal-based investment support, month after month.
Systematic Withdrawal Plan for regular income and predictable cash flow when you need it.
Hedge your portfolio against inflation with low-cost, highly liquid digital Gold & Silver Exchange Traded Funds.
Manage all your insurance policies in one secure repository. Upload policy documents, track renewal dates and never miss important updates.
Manage term plans, ULIPs, endowment plans, maturity dates, nominee information and policy benefits.
View Details →Store policies, renewal dates, cashless hospitals, sum insured, premium details and downloadable documents.
View Details →Store comprehensive, third-party, zero depreciation and commercial vehicle insurance information.
View Details →Home, travel, personal accident, fire, marine and commercial insurance repository.
Coming soonTrack investments, SIPs, goals, returns and portfolio performance from one dashboard.
Create SIPs, track installments, future value and goal planning seamlessly.
Start SIP →Record one-time investments, returns, NAV and growth history effortlessly.
View Portfolio →Manage all your Fixed Deposits, Recurring Deposits and maturity schedules from one secure place.
Monitor monthly deposits, returns, interest earned and maturity schedule.
Manage RD →Track your policies, investments and financial progress in one simple dashboard.
Upload and download insurance documents securely anytime.
Talk with financial experts for insurance and investment guidance.
Never miss premium payments or policy renewal reminders.
Bank-grade encrypted storage for policies and financial documents.
Responsive platform accessible on desktop, tablet and mobile devices.
Dedicated customer support whenever you need assistance.
Make smarter financial decisions with easy-to-use planning and calculation tools
Insurance Companies
Financial Calculators
Policies Managed
Support Available
Your Customer Will Always Be Yours
Empower your customers with a complete financial platform for mutual funds, insurance, deposits and financial planning. BimaOne gives you the technology, tools and support to grow your wealth management practice.
Everything you need to serve your customers and grow your business from one powerful platform.
No office, staff or setup cost. Start your business with just a phone and laptop.
No ARN, IRDAI exam or NISM pressure. We provide the technology and guidance; you provide the trust.
Maintain transparent customer relationships with direct suggestions and complete portfolio visibility.
Manage mutual funds, insurance, net worth, FD, increments and policy tracking in one place.
Help customers with SIP, switching and tax-saving solutions while creating additional income opportunities.
Get training, reports and dedicated support for you and your customers whenever required.
Use SIP, lumpsum, retirement and tax calculators for yourself and your customers.
Access branded reports, policy reminders, claim guidance, marketing support and more.
Powerful calculators to estimate investments, retirement corpus, loan EMI, FD maturity, inflation impact and more.
Calculate compound interest and the future value of your investment.
CalculateEstimate your gratuity based on salary and completed years of service.
CalculatePlan your retirement corpus based on inflation and expected returns.
CalculateFind quick answers about BimaOne, our services, security and direct mutual fund facilitation.
Our advisors are happy to walk you through the platform, one on one.
Contact UsHave questions? Our advisors are available to help you with insurance, investments and financial planning.
