Certified Investment Advisor in Kolkata

Are you looking for a certified investment advisor in kolkata?

A financial advisor can help plan and secure your financial future. A right investment plan can help you achieve you both.

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What Makes Us The Trusted Investment Advisor?

Availability

People prefer to deal money matters when they are free. We are 24X7 available.

Credibility

People trust qualified professionals like financial planners to manage their hard-earned money efficiently & effectively.

Ethicality

Other parameters become meaningless in absence of ethics – a non negotiable factor.

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Paisa Invest – Best Financial Planner in Kolkata

Our Pride

To be able to understand, protect and grow our client’s dreams, goals, and finance.

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We at Paisa Invest, keep you and your goals as our priority. Not only the fulfilment of your goal is our responsibility, but we also make sure that this entire journey of making wealth becomes safe & happy for you.

We have evolved ourselves as an eminent financial planning firm that is trusted for their professional competence, relied on for their unbiased & quality advisory.

Paisa Invest specializes in offering a holistic approach to Personal Financial Planning & Financial advisory services for our clients, in India & worldwide. With clients in places like Kolkata, Delhi, Guwahati, Mumbai, Chennai, Bangalore ( Bengaluru ), Ahmedabad, Pune, Hyderabad, Delhi, and more. A Team of top-class financial planners with experience in handling NRI clients too around the world.

We Offer Personalized Financial Planning Service

Mutual Fund Investment

Providing customized mutual fund solutions and investment plans seeing your requirements.

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Retirement Planning

Let us plan your worry-free retirement. We plan your today’s investment to protect your future.

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Child’s Education Plan

Our experts can help your child’s future and give them a seamless education without hurting your saving.

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Risk Profiling

Our team of expert financial planners helps you in risk profiling by providing the right solution at low risk. Consult now.

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Tax Planning

Fixed deposit is one of the most safe investments but it is not the most tax efficient option. We help you in reducing your tax burden.

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Insurnace Planning

Wondering which insurance is best suited for you? Talk to our insurance planners and get the right insurance plan for you.

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Your Words Motivates Us

Vijay Mishra

2022-06-28

Mr Digbijoy is a very honest and knowledgeable investment consultant. Be it health insurance or other investments, he gave me the right suggestions always. Happy to see this commitment towards his work. Appreciate his help always

Jyoti Prabha

2022-04-20

Best financial planer

Bhawna Ghosh

2022-04-20

It's a very well known financial advisory firm where they understands not only the financial goals of the clients but also their sentiments .

Priyanka Biswas

2022-04-20

Professional with their work and provides unbiased financial planning.

Sujon Das

2021-12-10

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Meet The Team Of Certified Investment Advisors in Kolkata

A Team of Investment Advisors Made This Possible

Years of Experience

10000

Happy Clients

Financial Advisor

Financial Products

Still Confused? Consult Our Investment Advisor Now.

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Our Trusted Partners

We at Paisa Invest, Keep you and your goals as our priority. Not only the fulfillment of your goal is our responsibility, but we also make sure that this entire journey of making wealth becomes a safe & happy journey for you.

We have evolved ourselves as an eminent financial planning firm that is trusted for their professional competence, relied on for their unbiased & quality advisory.

Paisa Invest specializes in offering a holistic approach to Personal Financial Planning & Financial advisory services for our clients in India & worldwide.