{"id":41607,"date":"2023-01-18T17:01:22","date_gmt":"2023-01-08T18:40:02","guid":{"rendered":"https:\/\/digitalmarketingdeal.com\/blog\/?p=41607"},"modified":"2023-01-11T15:02:18","modified_gmt":"2023-01-03T15:57:41","slug":"financial-advisor-in-kolkata","status":"publish","type":"post","link":"https:\/\/digitalmarketingdeal.com\/blog\/financial-advisor-in-kolkata\/","title":{"rendered":"Financial advisor in Kolkata List 2023 Updated"},"content":{"rendered":"
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  1. Fincart Investment Planner\u00a0<\/b><\/li>\n<\/ol>\n

    ABOUT US:<\/b> When your focus is the big picture, every decision and each milestone helps you connect the dots. Our purpose to build an all-inclusive platform backed by experts of the field and driven by a robust technology differentiates us among others. The brains behind Fincart have worked through various market cycles to ensure that you are offered trustworthy and highly customised solutions which are uninfluenced and unbiased in every way.<\/span><\/p>\n

    Our active accord to never mis-sell any product is a vision that\u2019s not limited to a handful few, but rather is a promise to everyone whose life could be impacted meaningfully with right financial advice. Imagine a world where every one is empowered to make sound investment decisions and is enabled to achieve it. That\u2019s the Fincart dream.<\/span><\/p>\n

    ADDRESS:<\/b> Shree Krishna Square 78 Bentinck Street Unit 41, 4th floor, Kolkata, West Bengal 700001<\/span><\/p>\n

    WEBSITE:<\/b>https:\/\/www.fincart.com<\/span><\/p>\n

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    1. Paisa Invest\u00a0<\/b><\/li>\n<\/ol>\n

      ABOUT US:<\/b> We immovably accept that financial planning is basically the way toward giving thorough, fair-minded counsel to enable customers to meet their money-related objectives. 1) Our service for every one, 2) Advice neutrally, 3) Investment mantra to suit your age and as per your risk appetite, 4) Strike the right investment chords and choose<\/span><\/p>\n

      PRODUCTS\/SERVICES:<\/b> MUTUAL FUND INVESTMENT, FIXED DEPOSIT, GOVT. BONDS, SPECIFIC GOAL BASED PLANNING, RETIREMENT PLANNING, CHILDREN\u2019S FUTURE PLANNING (EDU…<\/span><\/p>\n

      ESTATE AND TAX PLANNING, INSURANCE PLANNING, RISK PROFILING & RE- BALANCING, INVESTMENT PLANNING, LOAN PLANNING AND ASSIST<\/span><\/p>\n

      ADDRESS: <\/b>167, BLOCK \u2013A, LAKE TOWN, KOLKATA -700089<\/span>
      \n<\/span>LAND MARK: OPPOSITE OF JAYA CINEMA HALL.<\/span><\/p>\n

      +91 98366 70222<\/span><\/p>\n

      info@paisainvest.in<\/span><\/p>\n

      WEBSITE:<\/b>https:\/\/www.paisainvest.in<\/span><\/p>\n

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      1. Merry Mind<\/b><\/li>\n<\/ol>\n

        ABOUT US:<\/b> \u201cFrom the very beginning we don\u2019t wait for the right moment to start. If we realize the purpose, we follow the structured methods and see the outcome.\u201d Financial planning revolves around standardized processes.\u00a0 We affirm that the one-size-fits-all financial planning is a disadvantage. Financial planning software or templates are not sufficient for planning your finances. Tailored or unique and personalized questions towards identification of client\u2019s specific needs have to be addressed for solutions. Thus, both client and the planner can extrapolate the purpose. Opting for something by chance is not a solution. Clarity of purpose is vital for achievement with mindfulness. If we can develop goals and aspirations mindfully and act as per plan we can make our lives less stressful.<\/span><\/p>\n

        PRODUCTS\/SERVICES:<\/b> Personal Financial Planning, Investment Advice, Financial Awareness Campaign<\/span><\/p>\n

        ADDRESS:<\/b> 110\/5\/G, Sarat Ghosh Garden Road,<\/span><\/p>\n

        Kamala Park, Dhakuria, Kolkata: 700031, West Bengal, India<\/span><\/p>\n

        admin@merrymind.in<\/span><\/p>\n

        +91 9674663431<\/span><\/p>\n

        WEBSITE:<\/b>https:\/\/merrymind.in<\/span><\/p>\n

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        1. Step Ahead Investment Advisors Pvt Ltd<\/b><\/li>\n<\/ol>\n

          ABOUT US:<\/b> It was January 2014. A group of qualified Financial and Wealth Management professionals with decades of experience and having clients in West Bengal as well as all over the country, set the wheels in motion to become a fee-based Financial Planning & Wealth Management Service provider that offers ethical and professional financial advisory to its clients. Step Ahead was born. Step Ahead takes pride in being an organization of professionals who always abide by professional practice standards and code of ethics laid down by FPSB India and Securities Exchange Board of India. Since its inception, Step Ahead has helped more than 500 families across India and beyond in improving their financial lives through ongoing consultation and assistance. With over 80+ years of combined experience, the team at Step Ahead Investment Advisors offers the best in client-centric service.<\/span><\/p>\n

          ADDRESS:<\/b> 364\/26A NSC Bose Road, Ground Floor, Kolkata<\/span><\/p>\n

          09831016350<\/span><\/p>\n

          WEBSITE:<\/b>https:\/\/stepaheadia.com<\/span><\/p>\n

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          1. Finance Gyan<\/b><\/li>\n<\/ol>\n

            ABOUT US:<\/b> Finance Gyan is the outcome of the idea of creating a one stop shop to help people at all income levels to take control of their financial future. We keep things simple and to the point enabling and empowering our clients in managing their money by helping them assess their true financial situation and take charge of their economic life. We are respected by our Clients for being enablers in building their financial future and also dealing effectively with their ongoing financial challenges and opportunities thus maximizing their finances to achieve their financial goals, be it wealth creation, children education, retirement planning, insurance etc. in a disciplined way securing them and their families in an organized manner.<\/span><\/p>\n

            PRODUCTS\/SERVICES:<\/b> Financial Planning, Insurance & Risk Management, Retirement Planning, Investment Management, Tax Planning And Advisory, Estate Planning<\/span><\/p>\n

            ADDRESS:<\/b> 295\/2, G. T. Road (Ashutosh Apartments), Flat # : 2C, Salkia, Howrah, West Bengal 711106<\/span><\/p>\n

            9830887365<\/span><\/p>\n

            fingyyan@gmail.com<\/span><\/p>\n

            WEBSITE:<\/b>https:\/\/financegyan.in<\/span><\/p>\n

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            1. Poddar Financial Services<\/b><\/li>\n<\/ol>\n

              ABOUT US:<\/b> At PFS, the primary focus is on providing unprecedented levels of service to the client. We appreciate the importance of planning well and creating wealth for our clients. Our recommendations are in-line with the philosophy of creating long-term wealth, rather than taking decisions that make the process of investing exciting. We firmly believe that wealth creation requires time and patience. We believe the most effective investments are boring, because you have to sit on them patiently to see unprecedented returns.<\/span><\/p>\n

              PRODUCTS\/SERVICES:<\/b> MUTUAL FUNDS, INSURANCE, FIXED INCOME, TAXATION<\/span><\/p>\n

              ADDRESS:<\/b> Kankaria Estate, 8th Floor (South) 6, Little Russel Street, Kolkata – 700 071<\/span><\/p>\n

              +91 9830504541 \/ 22825832 \/ 22824707<\/span><\/p>\n

              +91 33 2282 5876<\/span><\/p>\n

              mayank@investpath.com<\/span><\/p>\n

              WEBSITE:<\/b>http:\/\/www.investpath.com<\/span><\/p>\n

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              1. RV Financial Services Pvt. Ltd\u00a0\u00a0<\/b><\/li>\n<\/ol>\n

                ABOUT US:<\/b> Our mission is to provide a safe and hassle free investment experience in various wealth management products & services. We primarily focus on technology and research to make the journey for all investors, large and small, financially rewarding. Our vision is to be the leader in our business domain, driven by customer satisfaction, commitment to excellence and passion for continued value creation for all stakeholders.<\/span><\/p>\n

                PRODUCTS\/SERVICES:<\/b> Mutual Funds, Mutual Fund Portfolios, Fixed Deposit, RupeeVest NRI Services, Corporate Fixed Deposits, Portfolio Management Services, Bonds, NFOs, IPOs<\/span><\/p>\n

                ADDRESS:<\/b> Stephen House, RN Mukherjee Rd, Lal Bazar, Kolkata, West Bengal 700001<\/span><\/p>\n

                033 4063 4565<\/span><\/p>\n

                WEBSITE:<\/b>https:\/\/www.rupeevest.com<\/span><\/p>\n

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                1. PESOS FINANCIAL SERVICES LLP<\/b><\/li>\n<\/ol>\n

                  ABOUT US:<\/b> Our financial planner is here to provide you with expert assistance. Whatever your needs may be, get in touch with us today.<\/span><\/p>\n

                  ADDRESS:<\/b> 22\/3, S K Deb Road, 1st Bye Lane, Kolkata-700 048<\/span><\/p>\n

                  Tetultala More, In SwamiJi Housing Complex- 9830717172<\/span><\/p>\n

                  Kolkata, West Bengal 700048<\/span><\/p>\n

                  India<\/span><\/p>\n

                  098307 17172<\/span><\/p>\n

                  WEBSITE:<\/b>https:\/\/pesos-advisory.business.site<\/span><\/p>\n

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                  1. Richfield Fintech<\/b><\/li>\n<\/ol>\n

                    ABOUT US:<\/b> The idea for Richfield Fintech was forged when the world was facing a Pandemic in 2020 i.e. during Coronavirus Outbreak. Our Founder, Rishabh Kankaria had since attaining his professional qualifications of CA, CFA back in 2017 been working at R. K. Kankaria & Co, a CA firm which was founded back in 1983 by his father Shree Rajesh Kumar Kankaria. Back in the 1990s, Mr. Rajesh was a merchant banker and was involved in many Public Issues of the Golden Era and has been an active investor in Equity and Debt markets since. The mention of Debt markets is important because although you would still find people investing in Equity Markets, there are very few people like Mr. Rajesh, who had an affinity towards earning a Fixed Income via investing in Debt Markets. During Rishabh\u2019s working tenure and while helping clients file their Income Tax Returns, Rishabh realized that although their taxation matters were taken care of by the CA firms assisting them, most of the attention was going towards saving the 30% tax ( on an average ) and not on what to do with rest of the 70%. Most of the people were so busy in their businesses\/jobs earning \u2018income\u2019 that \u2018wealth creation via investing their hard-earned money\u2019 had taken a back-seat. It\u2019s not that there are less players in the wealth management industry, but the traditional players wouldn\u2019t help the small fry, they weren\u2019t worth the trouble. On the other hand, due to lack of time or knowledge or both, these small fry would invest in any and every idea shared to them by their friends or co-workers without any research. This would further worsen their position since there was never a financial plan or a goal chalked out before making any investment. This is where Rishabh ideated Richfield Fintech which would step in and help out people earn better post tax returns from their investments, create wealth and enjoy overall financial well-being.<\/span><\/p>\n

                    ADDRESS:<\/b> 33 Brabourne Road, 3rd Floor<\/span><\/p>\n

                    Kolkata 700001<\/span><\/p>\n

                    West Bengal<\/span><\/p>\n

                    invest@richfieldfintech.com<\/span><\/p>\n

                    +91 999-1948-666<\/span><\/p>\n

                    WEBSITE:<\/b>https:\/\/richfieldfintech.com<\/span><\/p>\n

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                    1. JP Investments\u00a0<\/b><\/li>\n<\/ol>\n

                      ABOUT US:<\/b> J.P. Investments offers effective financial guidance to clients at the most affordable fees possible. Our aim is to spread awareness, shape and realize the financial aspirations of everyone who seeks our guidance. We provide tailored assistance to each and every client and direct them through the complex financial process. We specialize in a number of areas such as income tax, funding, insurance policy, mutual funds and so on.<\/span><\/p>\n

                      PRODUCTS\/SERVICES:<\/b> Equity Broking, Mutual Funds, Bonds, Insurance, Real Estate<\/span><\/p>\n

                      ADDRESS:<\/b>\u00a0 Stephen House, 56E, Hemanta Basu Sarani, 5th floor, Suite No.-87, Kolkata-700001<\/span><\/p>\n

                      033 4601 7297<\/span><\/p>\n

                      jpfinsecure@gmail.com<\/span><\/p>\n

                      WEBSITE:<\/b>http:\/\/www.jpinvestments.in<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

                      Fincart Investment Planner\u00a0 ABOUT US: When your focus is the big picture, every decision and<\/p>\n","protected":false},"author":23,"featured_media":42139,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7245],"tags":[],"class_list":["post-41607","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kolkata"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/posts\/41607","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/comments?post=41607"}],"version-history":[{"count":0,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/posts\/41607\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/media\/42139"}],"wp:attachment":[{"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/media?parent=41607"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/categories?post=41607"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/tags?post=41607"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}