Investment Consultants Services Nearby

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Best Investment Advisors as on Sep 09, 2025

Suman Dhanuka (N.J. India Invest)

Behala, Kolkata, 700008

5.0/5 Based on 54 reviews

+08035428036

Response Time: Within 15 MinsSulekha score: 10Closed - Opens 10:00 AM

(SUMAN DHANUKA) N.J. India Pvt. Ltd. is one of the leading financial service providers in India. We offer a wide range of services including Financial Assessment, Risk management, Investment and Insurance, we cater to Individuals and businesses with tailored solutions to meet their unique financial needs. We offer a variety of investment products such as Mutual Funds, all Insurances & Fixed Income Investments. Feel free to contact us .....

A User from Kolkata

"best investment consultant for me in Kolkata giving me best opinion where I make profit... "

A User from Kolkata

"I recently switched to N.J India with suman mam for my personal finance needs and I am so glad I did! Their service is top notch and they always go above and beyond to make sure I get the best coverage for my needs. They make sure to explain all the details in a simple and clear way, so I know exactly what I'm getting"

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Viniyog

Behala, Kolkata, 700038

5.0/5 Based on 3 reviews

+08035424346

Sulekha score: 6Years of Experience: 12

We are financial advisor firm. We assists individuals and small businesses to handle and increase their wealth and assets. We provide several ranging from giving financial information, financial forecasting and assistance in investing their money by looking at their long and sort term goals. We offer all in one service that helps their clients prosper in every aspect by providing them financial advice

Pradip Bag from Kolkata

"Good investment plan and helping attitude "

Tarun Mukherjee from Kolkata

"Good services and excellent idea for growth of fund"

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P. C. Naskar

Behala, Kolkata, 700008

4.8/5 Based on 6 reviews

+011-40116577

Sulekha score: 8Closed - Opens 9 AMYears of Experience: 11

Certified Mutual Fund Advisor, Health Insurance, Financial/ Retirement Planning/Independent Financial Consultant, Goal based planning. Conduct Investment Awarenes Programme at clubs, offices, schools on request at free of cost.

shyama shankar ghosh from Kolkata

"Best investment consultant in behala ..severally guided me in every situation .thanks"

RIYA NASKAR from Kolkata

"He has vast experience in mutual fund and provides valuable suggestion."

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Wealth Creator

Behala, Kolkata, 700008

Sulekha score: 3.8Closed - Opens 10 AM

I.am.financial advisor deals with.mediclaim mutual.fund and all.types of loan

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Dilip Halder

Behala, Kolkata, 700038

Sulekha score: 3.8Closed - Opens 10 AM

Dilip Halder renders superior investment consultation for people in and around the Kolkata region. Customers can reach him to get the best advice for different types of investments including mutual funds, fixed deposits, commodity trading, stocks/shares, SIPs, chit funds, gold investment, etc. Being a certified financial planner, he also renders superior tax planning, insurance planning, retirement planning and portfolio management services (PMS). Contact Dilip Halder for further details.

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Viniyog

Behala, Kolkata, 700041

AKS Interior is one of the reputed service providers and our strong presence in the industry is a proof for the same. Our customers are always treated with courtesy and you can feel it when you are with us. AKS Interior is specialized in Modular Kitchens and Interior Designers & Decorators in Kolkata. Call us to avail our services.

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Nintu Debnath

Behala, Kolkata, 700034

Open Now - Closes 8 PM

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tourist car operator

Behala, Kolkata, 700034

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Samit Kumar Ghosh

Behala, Kolkata, 700034

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Malay Kumar Banerjee

Behala, Kolkata, 700036

Unverified

Closed - Opens 10 AM

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Updated Reviews by Investors

60+ Users have reviewed for Investment Consultants in Kolkata

5.0

Based on 67 Reviews

A User Behala

13 Mar, 2024

I recently switched to N.J India with suman mam for my personal finance needs and I am so glad I did! Their service is top notch and they always go above and beyond to make sure I get the best coverage for my needs. They make sure to explain all the details in a simple and clear way, so I know exactly what I'm getting

Subodh Maskara Behala

10 Nov, 2022

best financial consultant for me because after i invest in mutual fund what she suggest i get benefited so i suggest every one to go with suman mam she is nice conceltent

s Gupta Bhaya Behala

24 Jun, 2021

Suman dhanuka mam is a great financial advisor...I learn all do 's and don't s regarding investment of mutual funds...she provides fantastic service as a member of NJ....

Partha ghosh Behala

13 May, 2021

Fantastic advisor.i learned many things about investment and mutual funds.now I am cleared in all queries.she explained so well.m extremely happy n recommend her for any investment and insurance.manyany thanks for explain me so many things.thank u ma'am.

Sudip Das Paschim Barisha

27 Aug, 2020

I know Mr D . Chatterjee from last ten years, he is a very polite person, from him I got some valuable advise regarding Mutual Fund investment & other financial matters, Thanks to him.

Sumit De Behala

18 Jun, 2020

Really paid heed to my requirements first and drew up the financial planning. Very patient and have eye for detail. Really happy with the advices.

Shyamal Banerjee Behala

18 Mar, 2020

I Shyamal Banerjee, got an exceptional financial planning from there end and I am very happy and satisfied

pankaj Behala

16 Mar, 2020

I got excellent service regarding my investment through goal planning for my long term wealth creation.. the platform they are provided is awesome.. there is everything including Mutual funds, Bonds, IPO, Balanced fund through SWP and NPS also.. I am very much satisfied

Recently Connected Investment Consultants in Kolkata

Top Online Financial Advisors in Behala, Kolkata

With many years of experience, the expertinvestmentconsultantswill be just the thing to help your business. Hiring a good investment consultant in Behala, Kolkata is like an investment for you. So, browse through our list of top investment consultants and choose the best one who can help you reach your financial goals. Contact our listed investment consultants now and get started on the road to success!

Different types of investments:

Investments can be divided into two main types namely, Traditional and Alternative.

Traditional investments

Investing in well-known products will fall into this category.

Bonds

A Bond is an IOU which is generally used by public and private enterprises to raise a huge amount of money which any financial firm or bank is incapable of lending. These bonds are issued in the public market by the borrowing party and are bought by the lenders for a particular amount of money. Many lenders then join together to lend the required sum of money and the borrowing company is able to arrange capital for its operations as well as growth purposes.

Stocks

Stocks are shares which are issued by the companies and bought by the general public. They offer an avenue for the companies to raise the required funds. Stocks usually entitle a customer’s ownership. Stocks, Shares, and equities all imply the same thing. Shares are the most popular investment avenues in the market. It is because the returns that are offered by stocks are generally higher in comparison to any other financial instrument. However, in order to balance the high returns associated with stocks, the risk associated with them is also quite high.

Small saving schemes

Small savings schemes are another popular savings tool in the market. They can be a great tool for saving money in small amounts. The main idea behind this tool is to encourage the habit of saving to almost all economic sections. Some of the common small savings tools include Sukanya Samriddhi Scheme, Kisan Vikas Patra, EPF (Employees Provident Fund), Personal Provident Fund (PPF), NPS (National Pension Scheme, etc. Almost all small savings schemes are initiated and facilitated by the government of India so as to increase the penetration of savings schemes in the country.

Employees Provident Fund

It is a small savings scheme which is offered by the employer. It includes salaried individuals of both private as well as public organizations. Any company that has a workforce of more than 20 employees must be registered for this scheme. Around 12% amount is deducted from the salary every month and contributed towards the EPF of an employee. This account is maintained by the Employees Provident Fund Organization of India, commonly known as the EPFO. The amount which is deposited in EPF is eligible for tax exemption as per section 80C of the Income Tax Act.

National Pension Scheme

It is one of the most popular investment schemes for ensuring a regular pension to the individuals working in both private as well as public sectors. NPS is given to individuals either as corporate perks or can be availed by the individuals on their own. The amount set for NPS is eligible for tax rebate. The scheme allows withdrawal of the deposited amount only after the account holder reaches 60 years of age. The amount withdrawn on maturity is completely tax-free.

Mutual Funds

Mutual funds are professionally managed in different securities. These mutual funds can be of different types based on the types of securities which they invest in. Some of the popular mutual funds are balanced funds, open-ended funds, stock funds, etc. These funds are classified according to their percentage allocation in different securities.

Fixed Deposits

As the name indicates, these are financial instruments which are one of the safest ways to save money. These deposits are not active investment tools, but they are rather a passive way to save and get returns. A fixed sum of money is kept aside with a financial firm for some fixed number of duration. In turn, some interest is earned on this money which differs with the deposit duration and also with the banking entity.

Real Estate

Property rates are rising with every passing day and have made real estate a great investment avenue for the investors. Purchasing, selling, and leasing of property can offer you significant returns. With increasing urbanization, real estate rates in major cities like Delhi, Chennai, etc. are skyrocketing. This has made these places hot hubs for real estate investors. Most of the investors take financial aid from banks to invest in real estate and then sell or lease the same property to get returns offered due to an increase in the price of the property.

Alternative Investments

Alternative Investments are those which are not regular investments such as stocks, bonds, etc. These kinds of investments are made in order to buy jewellery, precious metals, etc. which are expected to give good returns in the future. Also, another distinctive feature of alternative investments is its low liquidity and minimum investment limits.

Hedge Funds

Hedge funds invest in both financial derivatives as well as publicly traded securities. They are a popular alternative investment tool due to their high leverage and high returns. These funds are characterized by high fees and low liquidity. The managers of hedge funds usually have some personal stake in the fund.

Private Equity

Private equity trades in shares of a company which is not publicly listed and whose shares are not available in the stock market. Investors employ different strategies to invest in private equity funds.

Venture Capital

Venture Capital is the most popular investment which is currently deployed by investors in the Indian start-ups. Substantial capital is invested in a budding company in return for their stocks of the same. This strategy is based on the ideas that find substance in investing in any new technology that may take the market by storm in the coming time.

Managed Futures

This type of investment is a great tool to provide portfolio diversification. It is a good option to minimize the risk and maximize the returns. Generally, managed future accounts have sufficient exposure to different markets including agriculture, commodities, currency and more.

Structured Products

Structured products combine two or more different financial instruments to create a packaged investment strategy. Mostly, the derivatives are combined with securities and other kinds of derivatives. These structured products have a fixed date of maturity like bonds.

Collectible items

Collection of artifacts which have a substantial value is one of the most difficult types of alternative investment. This needs a good knowledge of the articles. Mostly, collectibles such as stamps, jewellery, artworks, etc. The value of artifacts is usually expected to increase and keep pace with inflation. Hence, collectibles make a good form of alternative investment.

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Investment Consultants Near Me in Behala, Kolkata

What service do you require?

Investment Consultants Services Nearby

Best Investment Advisors as on Sep 09, 2025

Suman Dhanuka (N.J. India Invest)

Viniyog

P. C. Naskar

Wealth Creator

Dilip Halder

Viniyog

Nintu Debnath

tourist car operator

Samit Kumar Ghosh

Malay Kumar Banerjee

Updated Reviews by Investors

Recently Connected Investment Consultants in Kolkata

Top Online Financial Advisors in Behala, Kolkata

Different types of investments:

Bonds

Stocks

Small saving schemes

Employees Provident Fund

National Pension Scheme

Mutual Funds

Fixed Deposits

Real Estate

Alternative Investments

Hedge Funds

Private Equity

Venture Capital

Managed Futures

Structured Products

Collectible items

Tips & Solutions for Investment ConsultantView All Blogs

Direct Vs. Regular Mutual Fund - Which Is Better?

5 Best Mutual Funds for Long Term Investment Benefits

Investment tip for a beginner in 2020

Mutual Fund Types & Investment Schemes