Wealth Management Services In Kolkata

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  • Wealth Planning

    Wealth Planning

    Type Of Service Provider: Consulting Firm

    Requirement Type: Corporate

    Type Of Service Contract: Retainer Based

    Services Include: Advising, Executing, Planning


    Being one of the reputed firms in the industry, we are
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    Nextgen Business Support Services Private. Limited.

    BBD Bagh, Kolkata 23 B, 2nd Floor, Unit No. 9, BBD Bagh, Kolkata - 700001, Dist. Kolkata, West Bengal

    Star Supplier TrustSEAL Verified

    Company Video

    Call +91-8046035851
  • BMA Wealth Creators

    BMA Wealth Creators

    BMA wealth creators - the a to z of wealth creation techniques
    As wealth creators, we work towards understanding your financial goals and risk profile. Our expertise combined with thorough understanding of the financial markets results in appropriate investment solutions for you.
    read more...

    National Refractories ( Unit Of Snowtex Udyog Limited)

    Circular Mansion, Kolkata F-3, Circular Mansion, 222 A. J. C. Bose Road, Circular Mansion, Kolkata - 700017, Dist. Kolkata, West Bengal

    Verified Supplier

    Company Video

    Call +91-8048372619 Dial Ext 329 when connected
  • Wealth Management

    Wealth Management

    Wealth management is a combination of financial planning, investment management, estate and tax planning and risk management of an individual’s money.
    Financial planning includes goal setting, retirement planning , college funding , business planning or whatever your needs may be. It also includes asset allocation,
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    Kredent InfoEdge Pvt Ltd.

    1st floor, Kolkata 3, Pretoria Street, 1st floor, Opposite to Gyan Manch, 1st floor, Kolkata - 700071, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8068970639 Dial Ext 212 when connected
  • Wealth Management Service

    Wealth Management Service

    Wealth management caters to individuals with assets to provide investment management services that preserve and increase wealth. Wealth management services combine financial and investment advice as well as legal and estate planning based on your personal criteria and financial goals.
    Asset allocation and portfolio planning
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    Suvridhi Capital Markets Limited

    Shree Balaji Sadan, Kolkata Shree Balaji Sadan 14 S.P.Mukherjee Road, Shree Balaji Sadan, Kolkata - 700025, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8048371913 Dial Ext 106 when connected
  • Wealth Management Service

    Wealth Management Service

    Guidance to invest in Debt Instruments
    Asset Allocation advice

    KB Capital Markets Private Limited

    Shakespeare Sarani, Kolkata 25A Shakespeare Sarani, Shakespeare Sarani, Kolkata - 700017, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8048361246 Dial Ext 524 when connected
  • Wealth Builder Tools

    Wealth Builder Tools

    An extremely popular Wealth planning technique is to plan and save with inflation into consideration. Our Wealth Builder Tool provides option to create a perfect savings plan for all your dream assets, like-CAR, HOME etc.

    Amit Roy Insurance

    Sector 1, Kolkata CF-94, Sector-1, Salt Lake, Sector 1, Kolkata - 700064, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8068970191 Dial Ext 447 when connected
  • Wealth Management Service

    Wealth Management Service

    - At a broad level, Wealth Management combines personal investment management, financial advisory and planning discipline directly for the benefit of high net worth clients.
    - At a more narrow level, Wealth Management helps the client construct an entire investment portfolio and advises on how to prepare for the present and
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    Narnolia Financial Advisors Limited

    Chakala, Andheri, Kolkata 703-803, Wing A, Kanakia Wall Street, Chakala, Andheri, Kolkata - 400093, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8048372344 Dial Ext 150 when connected
  • Family Wealth Guru

    Family Wealth Guru

    Type Of Service Provider: Consulting Firm

    Requirement Type: Corporate

    Type Of Service Contract: Any

    Services Include: Executing


    Family Wealth Guru offers Portfolio Aggregation with
    read more...

    FACT Solutions India Pvt. Ltd

    11 Circus Market Place, Kolkata 11 Circus Market Place Agarwalla Chamber, 11 Circus Market Place, Kolkata - 700017, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8048372262 Dial Ext 460 when connected
  • Wealth Management Services

    Wealth Management Services

    Wealth Management

    Ajay Singhania Propriter

    Clive Row, Kolkata No. 11, Clive Row, 3rd Floor, Room No. 17, Clive Row, Kolkata - 700001, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8048371928 Dial Ext 396 when connected
  • Wealth Education Services

    Wealth Education Services

    Services Include: Advising, Executing, Planning

    Services Charge: as per required

    G 21& Company

    Kolkata Gitika, 357/1/9C, P. A. S Road, Kolkata - 700068, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8068970159 Dial Ext 549 when connected
    Wealth Management Services

    Wealth Management Services

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  • SIP - Systematic Investment Plan, Smart Income Plan

    SIP - Systematic Investment Plan, Smart Income Plan

    Amount Of Investement: 18000 per year

    Types Of Fund Investement: Mutual Funds

    Methods Of Lending Investement: Bonds, CDs, Saving


    Grow your savings by investing in:
    i) Guranteed money-back plans
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    Live Healthy

    Satyen Park, Kolkata No. 30, Satyen Park, Satyen Park, Kolkata - 700104, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8048371932 Dial Ext 804 when connected
  • Wealth Management Services

    Wealth Management Services

    Brandshoots

    Geetanjali, Kolkata 8B Middleton Street 6A, Geetanjali, Kolkata - 700071, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8069033808 Dial Ext 500 when connected
  • Family Office & Wealth Management Services

    Family Office & Wealth Management Services

    Janus Advisory Services

    Kolkata 1,UNIT 12,8 ABANINDRA NATH THAKUR SARANI,SHANTINIKETAN,KOLKATA,,Kolkata,, Kolkata - 700017, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8048250282 Dial Ext 230 when connected
  • Wealth Management Services

    Wealth Management Services

    Team- Edge Consultants Private Limited

    Kolkata Chatterjee International Center, 17th Floor, Flat No. 11/ 3, Kolkata - 700071, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8048372071 Dial Ext 399 when connected
  • Wealth Management

    Aum Capital provides wealth management solutions for high-net-worth individuals, families & institutions, AUM Capital Wealth Management helps clients to build and preserve their financial wealth.
    As investors become more evolved and sophisticated in their requirements for financial products and services, delivery
    read more...

    Aum Bima Suraksha Broking Private Limited

    Lower Rawdon Street, Kolkata 5, Akaashdeep 1st Floor, Lower Rawdon Street, Kolkata - 700020, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8048371792 Dial Ext 261 when connected
  • Wealth Management Services

    Wealth Management Services

    Sapphire Wealth Management Services Private Limited

    Kolkata 73A, Ganesh Chandra Avenue 2nd Floor , Room No. 201, Kolkata - 700013, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-8048372096 Dial Ext 583 when connected
  • Wealth Management Services

    Wealth Management Services

    At SMC Investments & Advisors Ltd., we bring together a comprehensive knowledge base with over two decades of experience to design customized solutions. Our dedicated Wealth Managers develop personalized wealth management strategies for our clients by listening to them and understanding their financial needs and goals. Our
    read more...

    SMC Moneywise

    ROOM NO.-9, Kolkata BRANCH- IEP - 1 16,INDIA EXCHANGE PLACE, 2ND FLOOR, ROOM NO.-9, Kolkata - 700001, Dist. Kolkata, West Bengal

    Verified Supplier

    Call +91-9749156425
  • Wealth Management

    Wealth Management

    Wealth Management is the art of allocating various assets of an investor into a judicious mix to suit his current and future requirements considering various, personal, micro and macroeconomics factors.
    In the personal finance book Rich Dad, Poor Dad, Robert Kiyosaki writes “It's not how much money you make, but how much
    read more...

    Vyana Wealth

    Paddapukur Road, Kolkata Rajlaxmi First Floor, 35/1a Paddapukur Road, Paddapukur Road, Kolkata - 700020, Dist. Kolkata, West Bengal

    Call +91-9051205555
  • Wealth Management Services

    Wealth Management Services

    At SMC Investments & Advisors Ltd., we bring together a comprehensive knowledge base with over two decades of experience to design customized solutions. Our dedicated Wealth Managers develop personalized wealth management strategies for our clients by listening to them and understanding their financial needs and goals. Our
    read more...

    SMC Moneywise

    GATE NO. - 4, 5TH FLOOR, Kolkata BRANCH- PODDAR COURT -1 18, RABINDRA SARANI, PODDAR COURT, GATE NO. - 4, 5TH FLOOR, Kolkata - 700001, Dist. Kolkata, West Bengal

    Call +91-8444836383
  • Wealth Management

    Wealth Management

    Aum Capital provides wealth management solutions for high-net-worth individuals, families & institutions, AUM Capital Wealth Management helps clients to build and preserve their financial wealth.
    As investors become more evolved and sophisticated in their requirements for financial products and services, delivery
    read more...

    Aum Capital Market Private Limited

    Kolkata Ramnagar, Kolkata - 700139, Dist. Kolkata, West Bengal

    Call +91-9396731274
  • Wealth Management Solutions

    Wealth Management Solutions

    Global Wealth Enterprise Solution (Global WealthES™) is a comprehensive and integrated Wealth Management solution for large and medium sized financial institutions enabling them to manage their business most efficiently. The platform entails end-to-end features, tightly coupled to deliver straight through processing, which
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    Fi-Tek Private Limited

    Sector V, Kolkata Building OMEGA, 10th Floor Block EP & GP, Salt Lake, Sector V, Kolkata - 700091, Dist. Kolkata, West Bengal

    Call +91-9830380290
  • Wealth Management Services

    Wealth Management Services

    At SMC Investments & Advisors Ltd., we bring together a comprehensive knowledge base with over two decades of experience to design customized solutions. Our dedicated Wealth Managers develop personalized wealth management strategies for our clients by listening to them and understanding their financial needs and goals. Our
    read more...

    SMC Moneywise

    PODDAR COURT GATE NO.- 4, 5TH FLOOR, Kolkata BRANCH-PODDAR COURT - RO 18, RABINDRA SARANi, PODDAR COURT GATE NO.- 4, 5TH FLOOR, Kolkata - 700001, Dist. Kolkata, West Bengal

    Call +91-9331888446
  • Wealth Management

    Wealth Management

    - Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services. High Net Worth Individuals (HNWIs), small business owners and families who desire the assistance of a credentialed financial advisory specialist call upon
    read more...

    Manu Stock Broking Private Limited

    Kolkata Suite No. 201- 202, 2nd Floor No. 21, Hemant Basu Sarani, Kolkata - 700001, Dist. Kolkata, West Bengal

    Call +91-33-40194100
  • Wealth Builder Tools

    Wealth Builder Tools

    An extremely popular Wealth planning technique is to plan and save with inflation into consideration. Our Wealth Builder Tool provides option to create a perfect savings plan for all your dream assets, like- CAR , HOME etc.
    Use our smart Wealth Builder calculator to make a perfect savings plan- Its really exciting !!
    read more...

    Midas Touch Consultants

    Kolkata 19/4, Thakurtala Road, Kolkata - 700008, Dist. Kolkata, West Bengal

    Call +91-9831448806
  • Wealth Management Service

    Wealth Management Service

    Almost all investment advisors, portfolio management companies, wealth management setups, Mutual Funds or anybody in the business of fund management, promises a “better return. As an investor how do you evaluate the best manager for your money Should it be the one who charges the least, the one who promises the highest
    read more...

    SMR Consultancy Private Limited

    burman road, Kolkata City Centre 3rd Floor, R. No. - 303, 19, Synagogue Street,, burman road, Kolkata - 700001, Dist. Kolkata, West Bengal

    Call +91-9830082411
  • Profit Management

    Profit Management

    Profit Management Technique is a logical systematic and empirical process which identifies various reasons of losses and cuts them out, thereby increasing operational efficiency in different functions. After implementing PMT, organisations have achieved improvement in production, reduction in product defects, reduction in
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    Vidula Consultancy Services

    Kolkata Shivam Chambers 5th Floor, 53 Syed Amir Ali Avenue, Kolkata - 700019, Dist. Kolkata, West Bengal

    Call +91-33-22814516
  • Wealth Management

    Wealth Management

    TrustPlutus is a unique client-centric advisory platform offering bespoke wealth solutions. We focus on five key client segments – small and medium enterprises, family legacies, top management, professionals and non residents. Our strength lies in the experience, exposure and expertise that our promoters, management group and
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    Trust Investment Advisors Private Limited

    Kolkata Trust Investment Advisors Private Limited, No. 64, Chitrakoot, AJC Bose Road, Kolkata - 700020, Dist. Kolkata, West Bengal

    Call +91-9831524166
  • Wealth Management

    Wealth Management

    Financial Planning & Financial Management
    Diversification Planning
    Retirement Planning
    Estate & Wealth Transfer Planning
    - Preserving and protecting wealth
    read more...

    Forum World

    Kolkata 1 & 2 Old Court House Corner 3rd FLOOR, Room No- 304(s), Kolkata - 700001, Dist. Kolkata, West Bengal

    Call +91-9831354245
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