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24/25, Rupchand Roy Steet,
2nd Floor, Kolkata - 700007 (W.B.) India

Call Us

+91 93397 86306
+91 98363 57711

25+

Year Experience

about us

Financial Planning Services

We safeguard your investments with our innovative investment solutions for your important life goals

SIP
Insurance
Mutual Funds
We are committed to providing innovative financial solutions that help individuals and businesses secure their future with confidence and peace of mind.
Our Services

The Fields on Which We Give Services

We provide expert financial planning services to help you achieve your life goals, including insurance, mutual funds, and SIPs tailored to your needs.

Checkout all our services

Personal Insurance

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Mutual Funds

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+91 98363 57711   ||   +91 93397 86306
Faq

We provide a wide range of insurance products including life, health, home, car, and business insurance to meet your unique needs.

Our experienced advisors will assess your requirements and guide you in selecting the most suitable insurance plan for your goals and budget.

You can file a claim by contacting our support team or through our online portal. We ensure a smooth and transparent claim process for all our clients.

Yes, we offer comprehensive financial planning services including investment advice, retirement planning, and wealth management.

Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. Professional fund managers manage these funds to achieve specific investment objectives.

Mutual funds offer diversification, professional management, liquidity, and accessibility. They allow investors to start with small amounts and benefit from the expertise of fund managers while spreading risk across various assets.
Testimonials

Explore Client Reviews

We pride ourselves on delivering exceptional service that earns the trust and satisfaction of our valued clients.

Excellent services with promptness and accuracy. Trustworthy. Has an instant solution to all matters regarding your investment or enhancing your knowledge about. Safe hands to entrust all your financial needs

Sharmiila Hazra Choudhury

Client
This is probably the best platform and team to manage as well as consult with for your financial planning. I am connected with them since 10+ years and I can say they are always at the top of it all through. Very customer friendly service.

Naman Shah

Client