Hello, It's Me

Shovon Ghosh

And I'am a

WEALTH CREATION & WEALTH PROTECTION




We have learned a lot from our forefathers. Our posterity will learn a lot from us. We are adopting new methods in every field. We should also adopt new thinking in the field of investment. Otherwise we will fall behind. I provide the right advice through consultation to my clients, to create a good wealth and provide the right protection

About Me

About Me

Financial Architecture

I am Shovon Ghosh, a Financial Architecture ,a AMFI Registered Mutual Fund Diistributor and a NSE academy certified Financial Goal Planner - Advance Level . I am specialized in Financial need & Solution Oriented Planing and Goal based investment planning. I have more than 10 years of experience in the financial industry. My educational background includes a Bachelor degree in economics and philosophy.I am attached with FINOMATIC FINTECH SERVICE PVT LTD as a senior business development partner and mentor. As a financial advisor, it's my responsibility to ensure that my clients get the best advice possible to make informed decisions when it comes to their finances. I am highly dedicated in helping my clients create and reach their financial goals.

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Our Services

Mutual Fund

  • portfolio design
  • portfolio health checkup
  • Unclaimed investment solution
  • New KYC & hold KYC solution
  • All types of non financial transactions
  • Retirement planning
  • Solution oriented investment planning
  • Provide mobile application & web login
  • Investment through NSE NFM |I
  • All services provide online & ofline
  • Empanelled with finomatic fintech service pvt Itd
  • Transmission
  • Goal setting

Insurence

  • Accidental insurance policy
  • Endowment insurance
  • Money back insurance
  • ULIP policy
  • Pension policy
  • Individual health insurance
  • Group health insurance
  • Individual mediclaim
  • Family mediclaim
  • Group mediclaim
  • Corporate mediclaim
  • Term insurance
  • Critical illness policy
  • Senior citizen policy

General Insurence

  • Two Wheeler Insurance
  • Four Wheeler Insurance
  • Commercial vehicle Insurance
  • Fire & Burglary Insurance
  • Shopkeeper Insurance
  • Merine Insurance
  • Cyber security Insurance
  • Consumer Durable Insurance
  • Agriculture Insurance
  • Income Protection Insurance

Other Investment

  • Demat account opening
  • Online share trading
  • Provide mobile application & web login
  • Tax saving investment investment for capital gain
  • Corporate fixed deposit
  • National pension scheme
  • Bond market investment
  • ETF investment

Loans

  • House Building Loan
  • Personal Loan
  • Car Loan
  • Two Wheeler Loan
  • Education Loan
  • Business Loan
  • Loan Against security
  • Mortgage Loan

Others

  • Website Building & Maintenance
  • Digital Marketing
  • Tax consultancy
  • Online Application Support
  • Customer Awareness Program

Contact Me!