Prabir Jana Financial Services

EXPERT IN

Mutual Fund Distribution

Prabir Jana Financial Services started by Mr. Prabir kumar Jana in the year 2002 is one stop financial shop for all your investment needs.

Prabir Kumar Jana is a Certified Financial Planner and Qualified Personal Finance Professional ® helps individuals & families manage financial resources with an objective of achieving financial wellbeing (meet life goals) .He has been confident in providing personal financial planning and investment services - Create wealth by Investment in Mutual funds, Direct Equity, Fixed deposit, NPS, PMS, Protect through LIC and Mediclaim.

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About Our Company

Prabir Kumar Jana have cleared NISM Series VA Mutual Fund Distributors Certification Examination administered by National Institute of Securities Markets , IRDA certified for General Insurance and life insurance. and NISM Series X-A & X-B: Investment Advisor(Level-1 and Level-2) Certification Examinations , Certified in Investment Planning, Retirement & Tax Planning, and Risk & Estate Planning by Financial Planning Standards Board Ltd. (FPSB Ltd.).

We should work to help our clients enjoy their wealth. Give them the peace of mind they deserve. We are here to help our clients live a happy life.

A mutual fund is a type of investment vehicle that pools money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities. The mutual fund is managed by professional investment managers who use their expertise to select securities and make investment decisions on behalf of the fund's shareholders.

Mutual Fund

A mutual fund is a type of investment vehicle that pools money from multiple investors to invest in a diversified portfolio of securities. The securities can include stocks, bonds, money market instruments.

Life Insurance

LLife insurance is a financial product that provides a lump sum payment to designated beneficiaries upon the death of the policyholder.

Health Insurance

Health insurance is a type of insurance that provides coverage for medical expenses incurred by the insured individual.

FD & Corporate Bond

This type of deposits are an interest bearing bank products which are offered to corporate banking clients and financial institutions.

Retirement Planning

Retirement planning is the process of setting financial goals and creating a plan to save and invest money in order to achieve a financially secure retirement.

Estate Planning

Estate planning is the process of arranging for the transfer of one's assets to beneficiaries after their death, as well as planning for any incapacity or disability.