About Us

We are one of the transparent, dynamic and un-biased professional Mutual Fund Distributor firm based out of Kolkata offering personalized services in a wide range of investment products like Mutual Funds, Tax Saving Schemes, Company Fixed Deposits, Tax Savings instruments, Capital Gains Bonds and a unique scheme called “Parivartan”.

Having started our operations in 2011 from Kolkata, our clients are now spread across the length & breadth of the country and also in Middle East, Singapore and USA. We operate as a boutique based on a SOHO (small office, home office) model.

Our office is comprised of dedicated resources in services & operations. Our entire team is backed with complete knowledge of the products, constant innovation in service & by usage of latest technology in the Customer service department.

The founder has more than two and a half decades of experience in the financial domain, which includes personal finance, capital market, accounting, taxation and mutual fund. We are also in Corporate Training on Soft skills, Behavioural. Sales, Financial Planning and functional training on Personal Finance.

Our Mission & Vision

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One of the great Scholar had once said – “It is best to be initiated into a mantra by a Guru, who will invest it with his own pranic energy” – This is precisely, what we believe in. Our Mission is to empower our clients to arrive at informed decisions in their personal financial journey by providing plain, simple, straight forward and to the point guidance i.e. Open and Honest Communication and thereby to become “The Most Trusted Mutual Fund Distributor” .

Our Vision
• To help the investors in creating wealth.b
• To forge relationship for Lifetime
• To create a society of Informed & Enlightened Investors.

CSR

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We believe that businesses exist to sub-serve larger societal goals. We believe that our corporate strategy which embraces societal development as an integral part of our mission of wealth creation for our stakeholders ensures the long-term sustainability of our business enterprise. .

We undertake CSR activities in every part of the business, i.e. from Re-using & Re-cycling of paper, planting Trees, minimising the usage of Plastics, donating Books to Libraries to going extra mile in our HR section to employ poor & needy persons. We active conduct Investor Awareness Programmes and frequently conduct classes to spread the Financial Literacy for all the sections of our Society at large.

Testimonials

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Knowledge Partner

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We have tied up with WebClass.in, a Kolkata-based online training and research institution in the field of Capital Markets. It is going to be a valuable aide to our family of investors and partners in getting interpretations and analyses about Capital Markets and Indian Economy. Visit Them At www.webclass.in