The Policy Exchange
Latest round
- Series B
Last raised
- Nov 2025
Total raised
- $1.5M
Investors
- 3
About The Policy Exchange
The Policy Exchange, based in India, offers financial solutions to life insurance policyholders struggling with premium payments.The Policy Exchange was founded in 2022 in Noida, India. The company focuses on supporting life insurance policyholders by offering financial services.5 mn. Tarun Bahri (CEO), Naveen, and Safia co-founded the firm. The Policy Exchange specializes in financial solutions designed to assist life insurance policyholders facing difficulties in maintaining their premium payments. Policy assignment allows clients to access the surrender value of their policies while retaining partial coverage, while loans against policies offer quick cash solutions for urgent personal or business needs.The Policy Exchange generates revenue through the facilitation of financial services associated with life insurance policies. Their transaction model primarily operates on a B2C basis, where clients utilize their services to secure financial assistance against their life insurance policies. For instance, a client may approach The Policy Exchange to assign their policy, enabling the client to access funds quickly while keeping their insurance active. The company may charge fees associated with the policy assignment process and the structuring of loans, contributing to their revenue stream. The company is designing new products to enhance their offerings, with plans to expand into new markets across India by the end of 2026. These initiatives aim to broaden their client base and improve service delivery in the rapidly evolving insurance financial landscape.
Who invested in The Policy Exchange
3 investors across 1 round
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Funding rounds
Series B
Nov 5, 2025
Amount
$1.5M
Investors
Questions about The Policy Exchange
Who invested in The Policy Exchange?
The Policy Exchange has 3 investors on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has The Policy Exchange raised?
The Policy Exchange has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did The Policy Exchange last raise money?
The Policy Exchange's most recent round on record is a Series B, in Nov 2025.
What does The Policy Exchange do?
The Policy Exchange, based in India, offers financial solutions to life insurance policyholders struggling with premium payments.
Where is The Policy Exchange headquartered?
The Policy Exchange is headquartered in Noida, India.
Which VCs invest in companies like The Policy Exchange?
Among active investors with capital left to deploy, ICBC Capital Management, China Life Capital, GoHigh Capital and ABQH Shenzhen Investment Fund Management back financial services companies at The Policy Exchange's stage. Their profiles are linked below.
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