The Policy Exchange

The Policy Exchange (TPE) Investor App gives you complete control over your insurance assignment portfolio — anytime, anywhere.

Whether you're an Indian resident or NRI investor, TPE Investor makes it simple to onboard, manage policies, and track your wealth growth from a single dashboard.

KEY FEATURES

Portfolio Dashboard
View all your insurance assignments at a glance. Track performance, maturity dates, and returns across multiple policies and insurers in one unified view.

Policy Management
Access detailed information for all your policies — EPOP, APOP, and CLIP products. View policy status, premium schedules, sum assured, and fund value whenever you need it.

Cashflow Tracking
Monitor incoming and outgoing cashflows tied to your insurance assignments. Plan ahead with projected maturity payouts and premium due dates.

Digital KYC Onboarding
Complete your KYC verification entirely within the app. Supports both Indian residents and NRI investors with a simple step-by-step process — no paperwork, no branch visits.

Secure Access
Protect your financial data with biometric authentication (fingerprint & face unlock). Your security is our priority.

Assignment Insights
Browse available insurance assignment products, compare options, and make informed decisions backed by transparent information.

Referral Program
Invite friends and family to join The Policy Exchange. Share your referral code and earn rewards when they invest.

Help & Support
Get instant answers from our FAQ section or reach out to our dedicated help desk for personalized assistance.

WHY CHOOSE TPE INVESTOR?

- All your insurance assignments in one place
- Paperless KYC for Indian & NRI investors
- Real-time policy and cashflow tracking
- Bank-grade biometric security
- Simple, intuitive interface
- Dedicated support team