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WHO AM I?

Investment Specialist, Retirement Specialist, AMFI Certified Mutual Fund Distributor, Member BSE, Certified Insurance advisor, Ex Financial Consultant @HDFC Life, Ex- Air Warrior from Indian Air Force of 20 years of service in Admin branch. Graduated from SMU and IGNOU. Having many recognitions from financial institution.

Dedicated System

Elevate your journey with our dedicated system—a powerful fusion of unwavering commitment and seamless design. Trust in a solution that mirrors your passion, and let dedication be the cornerstone of your digital success story

24/7 Service

Uninterrupted security: Trust our 24/7 SSL certified solution for continuous protection. Your data is safeguarded with the latest encryption, ensuring a secure online environment anytime, anywhere.

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Happy Clients

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Projects Completed

11

Awards Achieved

Why Choosing Us!

Few Reasons Why People Choosing Us!

We are in financial advisory business which helps addressing people’s financial planning needs, larger wealth management concerns and details of managing their portfolio by defining their goals, asset allocation, assessment of risk profile and identifying investment horizon.

Atanu Sur, is committed to assisting you in achieving your unique financial goals, while freeing your time, and your life, of the day-to-day worries of managing money and making sure that your money works for you as hard as you work for it.

  Dedicated mobile application, 24X7 services, no limit in geography!

  Single registration lifetime hassle free transaction with BSE.

  We follow Phygital process. more authentic and secure!

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Fast Execution

Experience swift success with our fast execution. From idea to action, our efficient processes ensure rapid results, putting your goals on the fast track to achievement with world's fastest exchange BSE a speed with 6 nanoseconds.

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Financial Security

Ensure peace of mind with our robust financial security measures. Your data is protected through cutting-edge technologies, offering a secure foundation for your financial endeavors.

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Guide and Support

Empower your journey with our unwavering guidance and support. We stand by you, providing expert assistance and personalized solutions for your success.

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Our Services

Our Financial Services For People

Health Insurance

Prioritize your well-being with our tailored health insurance coverage. We are dedicated to providing financial protection and support, ensuring peace of mind for you and your loved ones in every step of your health journey.

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Life Insurance

Life insurance is a crucial financial tool providing a safety net for loved ones in case of death. It ensures financial security, settles debts, aids in estate planning, and may offer tax advantages. Types include Term, Whole, and Universal Life Insurance, each catering to different needs. Consulting with a financial advisor is key to choosing the right plan for your family's future security.

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Mutual Fund

Mutual funds offer a diversified investment approach, pooling money from multiple investors to invest in a variety of assets. They provide a convenient way for individuals to access professional fund management and diversify their portfolios. With options like equity, bond, and balanced funds, investors can tailor their investments to match financial goals. Consulting with a financial advisor is recommended to select the most suitable mutual fund strategy based on individual risk tolerance and investment objectives.

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Personal Loan

Personal loans serve as versatile financial tools, providing individuals with a lump sum amount for various needs, from debt consolidation to unexpected expenses. These loans offer fixed interest rates and flexible repayment terms, making them accessible for diverse financial situations. Borrowers can use personal loans to cover medical bills, home improvements, or other immediate financial needs. Before opting for a personal loan, it's essential to assess your financial capability and consider the terms, interest rates, and repayment plans offered by lenders.

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Why Invest in NPS (National Pension System) in India?

Investing in NPS offers significant advantages for retirement planning in India:

Tax Benefits: Enjoy tax deductions up to ₹2 lakh per annum.

Flexibility: Choose from various investment options and fund managers.

Long-Term Wealth Creation: Designed for disciplined savings and retirement planning.

Low Cost: Offers cost-effective fund management charges.

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