Mutual Fund Investment
Providing customized solutions and investment plans seeing your requirements.
The Firm…
Paisa Invest Financial Planners is a privately owned 30 years old Kolkata based financial planning & advisory firm that specialises in personal finance, family wealth advising and financial consulting for individuals, NRIs, corporate & family groups.
We were lucky enough to know after achieving our education goals that we cannot work under some organisation which runs behind targets and loses focus on clients needs and goals.
We wanted to be a “Healing Approach” kind of financial doctors, an expert who understands the importance of time, patience & money. We believe in the hand-holding method of making our clients understand the nitty-gritty’s of finance as we see the market is still not mature enough to understand the right kind of balancing and structuring of their finances based on their goals. People’s focus is more on earning profits but without knowing the goals or right process of reaching towards it.
Meet The Team
Our Achievements
30
Years of Experience
10000
Happy Clients
15
Financial Advisor
50
Financial Products