We are a team of experienced and qualified Tax Consultants, Advocates & MBAs. We are certified Mutual Fund and Insurance consultants recognized by the AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority).
We offer comprehensive taxation and financial advisory services. We use our complete knowledge of tax laws, mutual fund investments and insurance in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our goal is to advise clients in wealth creation and make them financially secured for a stressfree life.
Create sustainable wealth for clients to fulfill all future goals at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.
- Long term relationship building
- Benefits of clients come first
- Quality service to the clients
- Transparency & Ethical working
- Long term wealth creation and preservation strategies
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting form mutaul funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Managing Director & Founder
Management
He has sufficient work experience from companies such as Amazon India, NJ India Invest, Right Horizons, etc.
He is presently associated with the company where he has been consistently developing and modernising the concern with the latest technological innovations and is taking care of all the legal compliances and operations.
Sales & Functional Team
Mr. Subrata Dutta is a seasoned professional who has been an integral part of the organization since its inception in 1991. Over the years, he has played a key role in shaping the company’s growth and success through his dedication and exceptional expertise.
With vast knowledge in income tax computation and legal compliances of all natures, Mr. Dutta has consistently ensured the smooth management of financial and regulatory processes. As the Relationship Manager and Operations Head, he excels in fostering strong client relationships while streamlining operations to achieve maximum efficiency.
Mr. Vishal Das is a young professional with expertise in legal and insurance matters. Based in Kolkata, he currently serves as the Legal & Insurance Team Lead, where he oversees critical functions, ensuring compliance, risk mitigation, and the smooth management of legal and insurance processes.
With a keen eye for detail and a strategic approach, Mr. Das has been instrumental in driving efficiency, fostering team collaboration, and delivering value-driven solutions in his field. His leadership skills and commitment to excellence make him an asset to his organization and an expert in navigating complex challenges in the legal and insurance sectors.
Mr. Arindam Das is a dedicated professional specializing in corporate compliance and financial investment strategies. As the Team Lead for Registrar of Company (RoC) Compliances and Mutual Fund Investments in Kolkata, he plays a pivotal role in ensuring regulatory adherence and driving effective investment planning.
With a deep understanding of statutory requirements and market dynamics, Mr. Das brings precision and foresight to his work. His leadership and expertise have been key in managing complex compliance processes and optimizing mutual fund portfolios, making him a valuable contributor to organizational success and financial growth.
