Mutual Funds
Advise the most profitable option for the client, based on the client's educational, professional and family background and risk profile. No false hopes, illusions, or dreams.
Our Services
Retirees – Both impending and Post retirement
Home Makers
People from weak financial Strata
Salaried and Earning Starters
No Ostentatious Approach
Only ground to earth analysis and advice
Experience of 19 years in Mutual Funds, 30 years in Life Insurance, 15 years in Medical Insurance and 14 years in Tax Planning & IT Returns.
- Serving as a Mutual Fund Distributor since September 2007
- Serving as a Life Insurance advisor since 1994
- Serving as a Medical Insurance advisor since 2011
Smart Solutions that Turn your Goals into Reality
Pre Retirement
Planning
The earlier you plan, the more secure your future. Schedule a consultation to create a personalized pre retirement plan that aligns with your financial goals and retirement aspirations.
Read MoreGeneration
of Pension Fund
Build a reliable pension fund through disciplined investing and long-term financial planning. We help you create a steady retirement income so you can enjoy financial independence and peace of mind.
Read MorePost Retirement
Planning
Retirement is about living with confidence. Our post retirement planning services focus on generating regular income, preserving capital, minimizing taxes, and protecting your future.
Read MoreAward for "Digitization of Mutual Fund"
On 5th August, 2018 in MFRT's (Mutual Fund Round Table) 10th Convention at Delhi
Presentation on "Post retirement Planning – dos and don'ts" to would be retirees of Bhilai Steel Plant (for 2 months).
My Clients Say
I have invested into Mutual Funds through Mr A. S . Biswas ji since 2018. His deep knowledge of stock market, analysis of trends and timely switching of funds has really helped me build a robust corpus. Highly recommend for SIP and lumpsum investment into Mutual Funds ...more
I would like express my sincere gratitude towards the efforts that Mr Anadi Biswas, my fund manager has put in to manage my fund in the most professional manner. He as an advisor was committed from the inception of my Investment journey ...more
Mr Biswas ka investment planning se mai kafi prabhavit hua hun pichhale 3 years se inse juda hun. Unka planning itna behtarin hota hai us se benifit logo ko achha hota hai or dusri sabse badi bat har chhoti chhoti bato ka update karte rahte hain ...more
Mr. Anadi Shankar Biswas has been extremely helpful in managing our financial portfolios. He has been giving us the right advice that needs to be followed so that we can get maximum benefits of our investments ...more
Mr Anadi is my financial adviser since last 4 years.He is helping me grow and manage my funds. I trust him and I have handed over the responsibility of my financial management ...more
Mr Anadi Biswas has been my financial / investment advisor for about 18 years. Knowing that he has suitable qualifications and experience in the financial market it was easy for me to trust him. After my retirement ...more
Maene apni investment journey Shri Anadi Shankar Biswas ji ke margdarshan me warsh 2018 me prarambh ki. Ek vittiya salahkaar ke roop me meri aaye, bachat aur nivesh ko vyawasthhit karne me mahatwapurna bhoomika nibhayi ...more
I am pleased to say that Mr Anadhi Shankar. Biswas, is very capable to handle one's Capital. His much efficient way of handling funds gives one very good profit. Your Capital is never eroded but is safe ...more
Highly recommend the services provided by Mr. Anadi Shankar Biswas. Since 11 years, he has been instrumental in providing us solutions to issues and has been helpful in generating maximum returns of the current investments ...more
Mr. A.S.Biswas is an exceptional financial consultant whose expertise in investment planning and fund management has been invaluable to us. His deep understanding of mutual fund management and sharp analytical skills ...more
