Over 10 years of experience.
We have big Corporates , HNI & Individual clients too. Presently we are handling 1000 plus portfolios.
MUTUAL FUNDS
We can create extra return of 3 to 4 percent on your portfolio
TERM PLAN
Easy settlement in case of death happens
MEDICLAIM
Fastest claim settlement & Long term service
Our Own Mobile App & Software
We are providing to our Clients our very own mobile app so that they can easily track the status of their Investment on their own as and when they feel so. Not only this we are here with our Software too providing to our clients best services. Example :- Portfolio Reports , Capital Gain Statements and so on.
Our Products & Services
We deals in Mutual Funds , Mediclaim , Term Plan , Shares Investment , Insurance , General Insurance , Real Estate , Housing & Commercial Loans etc.
We are providing the following services to match the requirements of our Clients i.e.
- 1. Personal Visit
- 2. Portfolio Review on regular basis as per the market scenarios.
- 3. Clients personal query solve.
- 4. Financial planning as per the Clients need.
- 5. Broadcast Messages for regular updates.
- 6. Sending monthly reports.
MUTUAL FUNDS
WE CAN CREATE EXTRA RETURN OF 3 TO 4 PERCENT ON YOUR PORTFOLIO
MEDICLAIM
FASTEST CLAIM SETTLEMENT & LONG TERM SERVICE
PMS
GUIDANCE IN CHOOSING BEST PMS AND REGULAR TRACK ON PERFORMANCE
TERM PLAN
EASY SETTLEMENT IN CASE OF DEATH HAPPENS
SHARE INVESTMENT
IDENTIFYING BEST STOCKS FOR LONG TERM
GENERAL INSURANCE
GUIDING IN CHOOSIG RIGHT POLICY AND AFTER SALES QUICK SERVICE
FD/NCD/BONDS
GUIDING IN CHOOSING BEST INTEREST RATE INSTRUMENTS WITH HIGHER SAFETY
REAL ESTATE
AS PER CHOICE MATCHING BEST PROPERTY WITH BEST RATE
LOAN SYNDICATION
BEST INTEREST RATE WITH FASTER APPROVAL
If you want to know more,
submit an inquiry or call +91 9831292427
About Us
Our Story
Mr. Anand Gupta who is leading this has experience in Finance Industry approx. 10 Years and also having Certificate of CFP AND CDIP. It was started in 2008 in Kolkata only. Presently we are having and managing 1000 plus Portfolios including Big Corporates. We are dealing with Outstation Clients also. We are running this with our best trained staff team of 6 members for different departments say for Marketing , Field ,Clients Queries redressal etc. The main reason behind starting this was and is to do Financial Planning for INDIVIDUAL as well as CORPORATES .It mainly analyses the PRESENT and FUTURE needs of Corporates as well as Individuals and plan it accordingly based on the todays Inflation Scenario. It fulfils the desire of doing planning of finance as when , how much and where we shall invest at its best. No one can do the Investment planning as we do because we follow the “Client is our First Prime Priority” based on their Financial Level. Interesting fact to share is the main person name is Anand and the kind of services we are providing are covering all the sections of finance related. Hence the name '' Anand Financial Services '' .
Our Mission
Our mission is to be '' PARTNER IN SUCCESS '' for everyone.
Our Vision
Our vision in starting this was to offer various kinds of services and products so that we can meet our Goal of doing Financial Planning for all based on their own financial status.
Our Future
Future of AFS will be that everyone will come to know about the AFS and surely going to call us for their Financial Planning as without a proper knowledge and planning no one can go ahead. They need the person who possess the in real terms actual knowledge of this sector.
Our Clients
Testimonials
Listen to what my few clients say
K.K.KNITWEAR
KYRA JEWELZ
RAJKANYA MOHTA
RELIANCE EDUCATION
RAJESH CHOUDHARY & ASSOCIATES
SMILESTONE DENTAL CARE
Photo Gallery & Certificates
BNI
