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Investment Consultants in Kolkata

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Top Investment Advisors as on Oct 04, 2022

Behala, Kolkata, 700008
4.5/5 Based on 52 reviews
Investment Consultants, Life insurance, Health insurance, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 60 MinsSulekha Score: 8.2Working Hours: 10 AM to 7 PMYears of Experience: 28

N.J. India Invest Pvt. Ltd. is an insurance and investment consultant based in Kolkata, India. We specialise in offering personalised investment planning for mutual funds, SIPs, NSC/PPF, tax plans and retirement plans. We also provide portfolio management services and insurance planning services. Since our founding in 2000, we have helped numerous clients with their investment needs. Contact us for further details. less

Rajesh Mondal from Kolkata

"Very efficient and positive in approach. Goes out of the to help. "

Dipankar Dutta from Kolkata

"Was very apprehensive about investing in mutual fund but talking to her and working I am confident and sure "

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Salt Lake City, Kolkata, 700106
5.0/5 Based on 5 reviews
Investment Consultants, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha Score: 5.3

Allegiance associates, or Double A, it was founded by two partners in September 2007. The name Allegiance means trust and as the name suggests the entire foundation of the organisation depends on the creation and building of trust of our clients based on the goodwill created by the high level of services, customised solutions and the professional approach of our team. Over the years, Allegiance has grown from a small unit managing a bun ... less

rony shaw from Kolkata


Swapan Patra from Kolkata

"I am happy work with him... Thank you Mr.Majumder."

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New Alipore, Kolkata, 700038
Investment Consultants, Life insurance, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha Score: 4.6Working Hours: 10 AM to 7 PMYears of Experience: 20

I work as a Financial Advisor helping esteemed customers plan their future financial goals through the Life Insurance Corporation of India less

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Fort, Mumbai, 400001 ( Also serves in Kolkata )
Investment Consultants, Investment consultancy service, Certified financial planners consultancy, Share Brokers
Response Time: Within 15 MinsSulekha Score: 4Working Hours: 09:30 AM to 6:30 PMYears of Experience: 40Hired on Sulekha: 1 time

A financial services firm guiding investors since 1982, Sushil Finance goes that extra mile in making investments a success. We provide a bouquet of financial services and investment solutions with quality research. less

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Mansarovar, Jaipur, 302020 ( Also serves in Kolkata )
5.0/5 Based on 4 reviews
Investment Consultants, Investment consultancy service
Response Time: Within 15 MinsSulekha Score: 6.8Working Hours: 10:00 am to 06:00 pmYears of Experience: 12Hired on Sulekha: 2 times

We Infinity are a leading Service Provider of a wide range of Mutual Fund Consultancy, Financial Planning, Registration Services, Company Registration Services, Ngo Services, Gst Registration And Return Filing Services, etc. We are providing above services in all over India but we have a good command on Jaipur, Ajmer, Jodhpur, Bikaner, Mumbai, Nashik, Indore, Lucknow, Noida, Ghaziabad, Gurgaon, Faridabad, Delhi, Ahemdabad, Pune, Bengaluru, Kolkat ... less

bajrang singh from Jaipur

"Personally overall good experience, they worked as team. "

Pankaj Khandelwal from Jaipur

"Personaly Overall good experience."

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Paschim Barisha, Kolkata, 700008
5.0/5 Based on 9 reviews
Investment Consultants, Health insurance, Investment consultancy service
Response Time: More than 60 MinsSulekha Score: 8.2Working Hours: 09:00 am to 02:00 pm

Mr Debapriya Chatterjee is the Partner of NJ India Invest Pvt.Ltd. He has over twelve years of a wealthy experience in the financial services industry. He offers investment consultancy services for recurring deposits, shares/stocks, Mutual Funds, Company Bonds Fixed Deposits, trading, Gold investment, and deals with all types of insurance etc. Debapriya Chatterjee is an Honours Graduate in Commerce who is known for his deep understanding of the ... less

Nandini sarkar from Kolkata

"We provide a constructive and profit generating wealth plan through Mutual Fund, SIP, Government Bond and all types of Insurances."

Payel Samaddar from Kolkata

"He guided me properly to buy a health insurance plan for my mother..Thanks for his efficient service"

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Gariahat, Kolkata, 700028
Investment Consultants, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha Score: 6.6Years of Experience: 4

Providing Financial solutions under one roof towards mutual funds, demat trading account opening, income tax planning and health insurance less

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Bhowanipore, Kolkata, 700025
Investment Consultants, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha Score: 6.4Working Hours: 9:30 AM to 6 PMYears of Experience: 4
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Behala, Kolkata, 700038
5.0/5 Based on 4 reviews
Investment Consultants, Life insurance, Health insurance, Vehicle Insurance, Investment consultancy service
+1 more
Response Time: Within 30 Mins Sulekha Score: 8.3Years of Experience: 9

We are financial advisor firm. We assists individuals and small businesses to handle and increase their wealth and assets. We provide several ranging from giving financial information, financial forecasting and assistance in investing their money by looking at their long and sort term goals. We offer all in one service that helps their clients prosper in every aspect by providing them financial advice less

Pradip Bag from Kolkata

"Good investment plan and helping attitude "

Tarun Mukherjee from Kolkata

"Good services and excellent idea for growth of fund"

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Behala, Kolkata, 700008
4.5/5 Based on 6 reviews
Investment Consultants, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha Score: 6.9Working Hours: 9 AM to 10:30 PMYears of Experience: 42

Certified Mutual Fund Advisor, Health Insurance, Financial/ Retirement Planning/Independent Financial Consultant, Goal based planning. Conduct Investment Awarenes Programme at clubs, offices, schools on request at free of cost. less

shyama shankar ghosh from Kolkata

"Best investment consultant in behala ..severally guided me in every situation .thanks"

RIYA NASKAR from Kolkata

"He has vast experience in mutual fund and provides valuable suggestion."

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Updated Reviews by Investors As on Oct 04, 2022

Average Rating
4.0/5 179 Reviews

" Good services and excellent idea for growth of fund "

Tarun Mukherjee from Kolkata, on 23 Sep 2022

" Earlier the services of fusion advisory were very prompt. But, for the last two years their services are very poor. Even few of my MFs have stopped and they are lazy sleeping all over. !!! Highly disappointed "

SAURAV from Kolkata, on 19 Jan 2022

" We provide a constructive and profit generating wealth plan through Mutual Fund, SIP, Government Bond and all types of Insurances. "

Nandini sarkar from Kolkata, on 07 Jan 2022

" Very efficient and positive in approach. Goes out of the to help. "

Rajesh Mondal from Kolkata, on 31 Dec 2021

" Reliable and trusted.All type of investment cart. "

Arindam Sikdar from Kolkata, on 24 Aug 2021

" Very nice service. Best in the city "

Guest from Kolkata, on 23 Nov 2019

" Satisfied with the services. "

Tamal Moulik from Kolkata, on 20 Nov 2019

" Best investment consultant in behala ..severally guided me in every situation .thanks "

shyama shankar ghosh from Kolkata, on 26 Aug 2019

" Excellent advice that I was just looking for. "

Rama Nandy from Kolkata, on 01 Jul 2019


SUMITAVA JANA from Kolkata, on 25 Jun 2019

Recent Enquiry

Sau*** requested for Investment consultancy service
Preferred investment : Systematic investment plan (SIP) Investment amount : 1 - 5 lakhs Nature of employment : Salaried 46 days ago
Sk *** requested for Investment consultancy service
Preferred investment : Stocks & shares Investment amount : I don't want to reveal Nature of employment : Self-Employed 46 days ago
Nir*** requested for Investment consultancy service
Preferred investment : Mutual funds Investment amount : I don't want to reveal Nature of employment : Self-Employed 69 days ago

Top investment consultants in Kolkata

With many years of experience, the expert investment consultants will be just the thing to help your business. Hiring a good investment consultant in Kolkata is like an investment for you. So, browse through our list of top investment consultants and choose the best one who can help you reach your financial goals. Contact our listed investment consultants now and get started on the road to success!

Different types of investments:

Investments can be divided into two main types namely, Traditional and Alternative.

Traditional investments

Investing in well-known products will fall into this category.


A Bond is an IOU which is generally used by public and private enterprises to raise a huge amount of money which any financial firm or bank is incapable of lending. These bonds are issued in the public market by the borrowing party and are bought by the lenders for a particular amount of money. Many lenders then join together to lend the required sum of money and the borrowing company is able to arrange capital for its operations as well as growth purposes.


Stocks are shares which are issued by the companies and bought by the general public. They offer an avenue for the companies to raise the required funds. Stocks usually entitle a customer’s ownership. Stocks, Shares, and equities all imply the same thing. Shares are the most popular investment avenues in the market. It is because the returns that are offered by stocks are generally higher in comparison to any other financial instrument. However, in order to balance the high returns associated with stocks, the risk associated with them is also quite high.

Small saving schemes

Small savings schemes are another popular savings tool in the market. They can be a great tool for saving money in small amounts. The main idea behind this tool is to encourage the habit of saving to almost all economic sections. Some of the common small savings tools include Sukanya Samriddhi Scheme, Kisan Vikas Patra, EPF (Employees Provident Fund), Personal Provident Fund (PPF), NPS (National Pension Scheme, etc. Almost all small savings schemes are initiated and facilitated by the government of India so as to increase the penetration of savings schemes in the country.

Employees Provident Fund

It is a small savings scheme which is offered by the employer. It includes salaried individuals of both private as well as public organizations. Any company that has a workforce of more than 20 employees must be registered for this scheme. Around 12% amount is deducted from the salary every month and contributed towards the EPF of an employee. This account is maintained by the Employees Provident Fund Organization of India, commonly known as the EPFO. The amount which is deposited in EPF is eligible for tax exemption as per section 80C of the Income Tax Act.

National Pension Scheme

It is one of the most popular investment schemes for ensuring a regular pension to the individuals working in both private as well as public sectors. NPS is given to individuals either as corporate perks or can be availed by the individuals on their own. The amount set for NPS is eligible for tax rebate. The scheme allows withdrawal of the deposited amount only after the account holder reaches 60 years of age. The amount withdrawn on maturity is completely tax-free.

Mutual Funds

Mutual funds are professionally managed in different securities. These mutual funds can be of different types based on the types of securities which they invest in. Some of the popular mutual funds are balanced funds, open-ended funds, stock funds, etc. These funds are classified according to their percentage allocation in different securities.

Fixed Deposits

As the name indicates, these are financial instruments which are one of the safest ways to save money. These deposits are not active investment tools, but they are rather a passive way to save and get returns. A fixed sum of money is kept aside with a financial firm for some fixed number of duration. In turn, some interest is earned on this money which differs with the deposit duration and also with the banking entity.

Real Estate

Property rates are rising with every passing day and have made real estate a great investment avenue for the investors. Purchasing, selling, and leasing of property can offer you significant returns. With increasing urbanization, real estate rates in major cities like Delhi, Chennai, etc. are skyrocketing. This has made these places hot hubs for real estate investors. Most of the investors take financial aid from banks to invest in real estate and then sell or lease the same property to get returns offered due to an increase in the price of the property.

Alternative Investments

Alternative Investments are those which are not regular investments such as stocks, bonds, etc. These kinds of investments are made in order to buy jewellery, precious metals, etc. which are expected to give good returns in the future. Also, another distinctive feature of alternative investments is its low liquidity and minimum investment limits.

Hedge Funds

Hedge funds invest in both financial derivatives as well as publicly traded securities. They are a popular alternative investment tool due to their high leverage and high returns. These funds are characterized by high fees and low liquidity. The managers of hedge funds usually have some personal stake in the fund.

Private Equity

Private equity trades in shares of a company which is not publicly listed and whose shares are not available in the stock market. Investors employ different strategies to invest in private equity funds.

Venture Capital

Venture Capital is the most popular investment which is currently deployed by investors in the Indian start-ups. Substantial capital is invested in a budding company in return for their stocks of the same. This strategy is based on the ideas that find substance in investing in any new technology that may take the market by storm in the coming time.

Managed Futures

This type of investment is a great tool to provide portfolio diversification. It is a good option to minimize the risk and maximize the returns. Generally, managed future accounts have sufficient exposure to different markets including agriculture, commodities, currency and more.

Structured Products

Structured products combine two or more different financial instruments to create a packaged investment strategy. Mostly, the derivatives are combined with securities and other kinds of derivatives. These structured products have a fixed date of maturity like bonds.

Collectible items

Collection of artifacts which have a substantial value is one of the most difficult types of alternative investment. This needs a good knowledge of the articles. Mostly, collectibles such as stamps, jewellery, artworks, etc. The value of artifacts is usually expected to increase and keep pace with inflation. Hence, collectibles make a good form of alternative investment.

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