Teacher, Hooghly
Government and corporate bonds, NCDs and Sovereign Gold Bonds to add income and diversification to your portfolio.
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Stable, predictable returns for the safety-first part of your portfolio, with flexible tenures.
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Diversified equity, debt and hybrid mutual fund portfolios matched to your goals, horizon and risk profile.
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Access to Specialized Investment Funds (SIF) for sophisticated, long-horizon investors.
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Protection and savings solutions to secure your family and your long-term financial goals.
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Cover for medical emergencies so a hospital bill never derails your finances.
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Comprehensive motor cover for your car or two-wheeler, keeping you compliant and protected.
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Unlock liquidity through Loan Against Mutual Funds and other facilities — without selling your investments.
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Plan your investments tax-efficiently with ELSS and Section 80C options that also build long-term wealth.
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Testimonials
Trusted by 500+ families and rated 4.9★ on Google — here's what a few of our clients have to say.
“Soumen Bose is a man of experience and knowledge. He is my friend, philosopher and guide — in my every financial problem he is always by my side. If you are really planning for financial freedom, he suggests the right path to achieve your goal.”
Teacher, Hooghly
“I have availed the services of Mr. Soumen Bose since 2007. He is a remarkably honest and reliable financial services professional, always well-informed about the latest developments. His guidance has helped me achieve my financial objectives with confidence and clarity.”
Entrepreneur, Berhampore
“He never forces you to buy any financial product — he always provides good support and appropriate solutions. Trustworthy, honest and reliable. A very genuine and kind-hearted person.”
Chartered Accountant, Barasat
“Soumen is a service-oriented and knowledgeable financial services professional. An active listener who analyses the situation to serve what suits his client — technologically smart and with a kind heart. Best wishes always.”
IT Professional, Hyderabad
“I have been receiving financial services from Soumen Bose since 2014. His honesty, professionalism, and up-to-date knowledge have been invaluable. More than a mutual fund distributor, he is like family and a trusted friend who has helped me achieve my financial goals.”
Self Employed, Bhadreswar