Get personalised guidance from an experienced mutual fund distributor
We as a Partner firm incorporated in the year 2005, and at present have 1500+ satisfied clients. We will help clients to achieve their financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast-track financial solutions & thereby make people enjoy secured retirement life.
Why Us
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Vision
Our Vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being.
02
Process
We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.
03
Delivery
We believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life.
Our Achievement
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Clients
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Cores of AUM
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Years of Experience
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Awards
Our Team
| Management: | |
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Mr. Bidyut Banerjee |
| Mr. Bidyut Banerjee is the National Sales Head for Help Line Distributor Network. One of the oldest in his area, he has over 24 years of rich experience in the financial services industry. A BSc (Hons.) by education, Partner is known for his deep understanding of the distribution practices and its challenges. | |
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Mr. Atanu Bhattacharjee |
| Atanu Bhattacharjee is the Product Head having joined Help Line 10 years back after being an entrepreneur in the industry. With an experience of over 12 years, Atanu Bhattacharjee is the person with sound grip on the product. | |
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Mr. Suman Majhi |
| Suman Majhi is the Customer Relationship Person having joined Help Line 9 years back after being a trained CRM in the industry. With an experience of over 10 years, Suman Majhi is the person with sound grip in the customers base. | |
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Mrs Soumi Sinha |
| Soumi Sinha is the Product Head of Health Insurance having joined Help Line 1 years back after being an expert in Health Insurance in the industry. With an experience of over 5 years, Soumi Sinha is the person with sound grip on the Health Insurance product. | |
