Services
Life Insurance
Protect what matters most with our wide range of insurance options. We'll help you find the right policies to safeguard your family's future.
Health Insurance
Secure your health with our mediclaim solutions. We'll assist you in selecting the right health insurance plans to cover medical expenses and provide peace of mind.
Mutual Funds
Explore investment opportunities that align with your risk tolerance and financial objectives. Our mutual fund experts will guide you in building a diversified portfolio to grow your wealth over.
Stocks & Bonds
Dive into the world of stock market investments and bonds with confidence. Our advisors will create a customized strategy to help you build wealth and achieve long-term financial success.
Loan Assistance
Whether you're considering a home loan, personal loan, or business loan, we'll help you navigate the lending landscape, find competitive rates, and choose the most suitable options for your needs.
Credit Cards
Select the right credit card that suits your spending habits and financial goals. We'll provide insights into the benefits, rewards, and perks of different cards to maximize your financial flexibility.
Why Us ?
Zero Paperwork
Seamless on-boarding, quick and simple
Monitor your Entire Portfolio
See your complete portfolio in a single place, in few clicks
Zero Fees
We charge nothing from our Clients
Assistance for Asset Allocation
Get customized Asset Allocation
For Free Consultation
Meet The Advisor
I’m SASWATA ROY, an AMFI registered financial distributor, bringing over 15 years of experience to the table. With a deep commitment to helping clients achieve their financial goals, I am your trusted partner in navigating the world of mutual funds and financial products.
What sets me apart is not just my experience but also my commitment to providing unbiased advice, personalized service, and ethical practices. I understand that each individual’s financial situation is unique, and I take the time to create a personalized financial plan that aligns with your aspirations and goals.
Whether you’re new to the world of investments or looking to optimize your existing portfolio, I’m here to guide you. I offer comprehensive knowledge of mutual funds and financial products, delivering tailored financial plans and regular updates to help you navigate the dynamic financial landscape.
I invite you to begin your financial journey with me today. Whether it’s planning for your child’s education, retirement, or any other financial goal, I’m here to assist you every step of the way. Together, we’ll build a brighter and more secure financial tomorrow.
FINANCIAL CALCULATORS
Power of SIP Calculator
Use this calculator to see how small investments made at regular intervals (SIPs) can grow to a large figure over a period of time with power of compounding.
GOAL SIP Calculator
Plan for your Goals by using this calculator to determine the monthly SIP investments you need to make to reach a particular goal over a period of time.
SWP Regular Income Calculator
SWP helps you get a fixed amount every month. Use this Calculator to plan for your post-retirement and other regular monthly income needs.
Testimonials
