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OUR SERVICES

Mutual Funds ( Lump sum,

SIP, SWP ) SIF, PMS & AIF

Equity & Derivatives Trading

Insurance Solutions

Investor Education

Loan Distribution

Business Consulting

Collaborating with a Registered Stock Broker as an Associate Partner, we offer a seamless platform for equity and derivatives (Futures & Options) trading. With us you can build your Stocks and ETF portfolio. We also guide our clients in understanding both fundamental and technical aspects of the market, empowering them to make informed and confident trading and investment decisions.

We offer comprehensive insurance products across life, health, and general categories in association with authorized insurers. These solutions help individuals and businesses safeguard their future, mitigate risks, and ensure financial security during unforeseen circumstances.

We believe that knowledge leads to smarter financial choices. Through our workshops, seminars, and training initiatives, we help individuals gain clarity about various asset classes, financial products and solutions . Our goal is to empower every investor with the confidence and understanding needed to manage their finances effectively.

As a Direct Selling Agent (DSA) with leading banks and NBFCs, we assist clients in obtaining various types of loans such as personal loans, business loans, home loans, LAP & LAS. Our role is to simplify the process, compare options, and ensure timely facilitation.

Beyond financial products, we also provide strategic consulting for businesses. Our services include guidance on operational efficiency, financial planning, risk management, and growth strategies to help organizations scale sustainably and improve profitability.

“Detailed service-wise disclaimers are available at the bottom of the page.”

1. Mutual Fund, SIF, PMS & AIF

“Mutual Fund and SIF investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance may or may not be sustained in the future. Arunabha Chakraborty is an AMFI-registered Mutual Fund and SIF Distributor with ARN Code : 165001.”

“PMS & AIF Investment products are not insured by any governmental agency and are subject to investment risks, including the possible loss of the principal amount invested. Past performance is not indicative of future results. Prices/invested sum is subject to market risks, which may result in appreciation or depreciation.”

2. Equity & Derivatives Trading

“Participation in equity and derivatives markets involves significant risk, including the potential loss of capital. Services are offered only through registered partners. Please trade responsibly and after assessing your risk tolerance.”

3. Insurance Solutions (Life, Health & General Insurance)

“Insurance is the subject matter of solicitation. Product features, terms, and benefits are as per respective insurers’ guidelines. Please read the policy brochure and terms carefully before purchase.”

4. Loan Distribution (DSA Services)

“Loan facilitation services are provided in association with banks/NBFCs as their authorized Direct Selling Agent (DSA). Sanctioning of loans is solely at the discretion of the lender, subject to eligibility and documentation.”

5. Investor Education (Equity & Derivatives Awareness)

“Educational content is provided solely for awareness purposes. It does not constitute investment advice, stock tips, or trading recommendations. Participants are advised to make independent decisions or consult registered advisors before investing.”

6. Business Consulting

“Business consulting services are independent in nature and not regulated by SEBI/AMFI. These services are intended to provide strategic inputs and do not involve distribution of financial products.”

Service-Wise Disclaimers (SEBI/AMFI/IRDA Compliant)

We provide access to a wide range of investment products, including Mutual Funds [Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP) , Lump sum ] , Specialised Investment Fund (SIF), Portfolio Management Services (PMS), and Alternative Investment Fund (AIF). As a registered distributor, we ensure that clients can diversify their portfolios and invest according to their financial goals and risk appetite.