Our Financial Services

What are our Charges or Fee?

We do not charge anything for Financial Services like Mutual Funds, Insurance or Fixed Deposits. We get our remuneration from the companies we are tied up with!

However, if we provide any additional service out of the way then we might charge you accordingly for the same.

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Looking for Financial Services within Kolkata?

We have been in the Financial Industry for more then 35 years. We deal in various Financial Products like Mutual Funds, Insurance, Fixed Deposits, Capital Gain Bonds etc.

If you are in Kolkata, then we can personally visit you and provide solution to all your financial needs. We would love to discuss the various opportunities and serve you accordingly.

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Mutual Funds

What are Mutual Fund Investments?

Mutual Fund is a financial instrument where the money is collected from various investors and is invested in share market, bonds, money market instruments, and many other assets. Each Mutual Fund has its own goals and investment plan and it is stated in the prospectus.

One can easily diversify his portfolio by putting his money into mutual fund as the asset allocation would take in different instruments under its umbrella. These Mutual Funds are run by Asset Management Companies (AMCs) and are managed by professional Fund Managers.

There are many AMCs in the market like SBI, Tata, Franklin, Aditya Birla etc. All of them have their respective mutual fund schemes. The price of a Mutual Fund unit can be referred to as NAV (Net Asset Value). The NAV of any mutual fund is ascertained by dividing the total worth of assets in the Mutual Fund’s portfolio, minus the liabilities.

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Health Insurance

What is Health Insurance?

The medical expenses are rising every year. In fact, inflation in the medical sector is greater than the inflation in any other sector.

Suppose an individual has not saved enough money and he has to undergo some medical treatment, then arranging for funds in this last hour can be very difficult. It becomes more difficult for a senior citizen.

An easy way to cope up with health/ medical expenses is by taking Health Insurance policy. It offers flexibility with respect to disease/ailment coverage.

With the advent of Coronavirus, special Corona Kavach policies were also released by various Insurance Companies. These Covid-19 policies are mainly given for 3.5, 6.5 and 9.5 months as per requirement.

Health insurance will cover the medical expenses for an insured individual. The insurance cover is subjected to the terms of insurance. The process can take place in either of two ways-

  1. The insured pays the expenses before out-of-pocket and is subsequently reimbursed by the insurance company.
  2. The insurance company reimburses the expense directly. It is generally referred to as Cash-less treatment.

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Fixed Deposits & Bonds

What is a Fixed Deposit?

Fixed Deposit is a money market instrument offered by banks as well as NBFCs (Non-Banking Financial Companies). It is a very good way to grow your savings without taking any risk.

It is by far one of the most prominent avenue which enables you to deposit a big amount with your financial partner, and choose a time-period as per your feasibility. On completion of that time-frame, the deposit along with the interest earned during that time is available for your perusal.

Another advantage is that once your investment amount has been locked in at a specific rate of interest and it remains unaffected by any further changes in the market. Therefore, you get guaranteed returns on your deposit and this makes it one of the safest and assured investments. You can choose to get your interest on your Deposit on a periodic basis, or at maturity. Normally, the criteria for a Fixed Deposit is that the money cannot be withdrawn before maturity.

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