Chooseyour locationPlace the pin accurately on the map

Investment Consultants in Kolkata

What service do you require?

Why Sulekha?
15+ Years of Expertise
14000+ Happy Users
46000+ Verified Service Providers

Top Investment Advisors as on Sep 30, 2022

Filter
N
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

more
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 "

Read more
Enquire Now
A
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

more
rony shaw from Kolkata

"I AM VERY HAPPY TO WORK WITH YOU. THANKS "

Swapan Patra from Kolkata

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

Read more
Enquire Now
S
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

more
Enquire Now
S
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

more
Enquire Now
I
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: 6.6Working 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

more
bajrang singh from Jaipur

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

Pankaj Khandelwal from Jaipur

"Personaly Overall good experience."

Read more
Enquire Now
D
Paschim Barisha, Kolkata, 700008
5.0/5 Based on 9 reviews
Investment Consultants, Health insurance, Investment consultancy service
Response Time: Within 30 Mins Sulekha 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

more
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"

Read more
Enquire Now
S
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

more
Enquire Now
C
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
Enquire Now
V
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 15 MinsSulekha 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

more
Pradip Bag from Kolkata

"Good investment plan and helping attitude "

Tarun Mukherjee from Kolkata

"Good services and excellent idea for growth of fund"

Read more
Enquire Now
P
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

more
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."

Read more
Enquire Now
View More

Updated Reviews by Investors As on Sep 30, 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

" ADITYA BIRLA IS FASTEST GROWING COMPANY IN WORLDWIDE.THIS CONCERN GAVE BEST JOB OPPORTUNITIES TO ANY H.S PASSED CANDIDATES.ADITYA BIRLA IS MY BEST FINANCIAL INSTITUTION.ME GIVE 100% TO THIS FIRM FROM MYSELF.LOT OF THANKS ADITYA BIRLA CAPITAL LTD. "

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 43 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 43 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 66 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.

Bonds

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

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.

FAQ - Best Investment Consultant in Kolkata

Do you know?
8,500+ Happy Customers 8k+ Users from across India trusted & hired Investment consultants last year from Sulekha
Apply Now

Tips & Solutions for Investment ConsultantView All Blogs

Direct Vs. Regular Mutual Fund - Which Is Better?

The mutual funds are of two types – Direct Mutual Fund and Regular Mutual Fund. In the recent years, in the investment world, one could have definitely...

5 Best Mutual Funds for Long Term Investment Benefits

Mutual funds have become the most viable investment option these days due to its long term benefits and low risks involved in it. According to the market...

Investment tip for a beginner in 2020

So you have graduated recently and got yourself a good job to settle down with, and life seems sorted till you retire, right? While most of us are excited about...

Mutual Fund Types & Investment Schemes

When it comes to financial investment, the wheels of avenues are many such as stock markets, government bonds, mutual funds, etc. With respect to long term savings,..

Why Sulekha

Why Sulekha

Sulekha is India's most efficient and affordable premier listing service. When you choose Sulekha, you get the best offers available in the market and negotiate your terms with the top service providers. Our professionals guarantee 100% customer satisfaction while delivering the service on-time.

1 Crore +

Happy Customers

20000+

Verified Experts

1000+

Cities Served

200+

Categories

24 *7

Customer Support

15 +

Years of Experience

Join with Sulekha
Grow your Business with Sulekha
Are you an Investment Consultants?