About Me
Mr. Surajit Mandal is a results driven, self motivated professional. Having spent more than twelve years in reputed companies he decided to start his very own firm. With a rich experience of more than Fourteen years in the capital market, he has set new standards and established a position.
About Work Experience
We believe that protection of your fund is a prime job and it needs to be addressed with lots of knowledge and proper planning. Hence we follow a four step process - of Financial Planning - Risk Profiling, Goal Planning, Portfolio structuring and portfolio tracking. We use a wide range of products to achieve the financial Goals of our clients- Mutual Funds, Stocks, Fixed Deposits, Insurance etc. We strongly recommend and use Mutual Funds in every clients portfolio creation, due to its lot many advantages over other investment product.
Experience & Qualification
Qualification
BSc
Experience as an Advisor
12 Years
Total work Experience
14 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Share Trading & Demat