5nancemitra

ABOUT  US

We are a team of Professional Financial Planners helping families and individuals achieve their Financial Goals. Serving & handling services including Mutual Fund, Life insurance, Health and Motor Insurance, Fixed Deposite, Unlisted Share, Share Trading, Loan etc. We are Family Financial Advisor for more than 500 families which are satisfied with our advice and services.

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our different services

Financial Planning

It is the process of meeting your financial goals through the proper management of your finances. Along with planning, implementation and review of the same is equally important.

Wealth Management

Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.

Insurance Planning

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unplanned events.

Mutual Fund

In SIP(Systematic Investment Plans), a fixed amount of money is debited by the investors in bank accounts periodically and invested in a specified mutual fund

Life Insurance

You will do anything for the ones you love.Thinking about why you need life insurance can be an emotional and stressful task

Health Insurance

The mediclaim insurance policies are those policies which covers hospitalisation expenses for the treatment of illness / injury as per the terms and conditions of the policy.

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Testimonial

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Haresh Panchal

MD ( Rabatex )
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s

Dr. Kotdiya (M.S.)

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s

Sureh jashvantlal patel

Treasurer

Wealth Management Mutual Funds PMS Insurance Fixed Income Plan

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Address:

59 KALI KUNDU LANE,

NEAR ANNAPURNA CLUB, 

WEST BENGAL,Howrah-7111101


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