Make Your Money Work With a Plan.
Simple, personalised financial solutions for individuals and families — designed around your goals and reviewed as your life changes.
Prabir Kumar Jana · ARN-49170
AMFI registered MF & SIF distributor
ARN-49170Registered distributor
Every AMCRegular plans only
₹1,000Start an SIP from
ARN-49170
ARN Holder: Prabir Kumar Jana ·
AMFI registered MF & SIF distributor
AMFI registered MF & SIF distributor
What we do
Eleven things we actually do for you
Every service below has its own page — what it is, who it suits, what it costs you, and the risks you take on. No jargon walls.
Grow
Mutual Fund Distribution
Regular plans across every major AMC — equity, debt, hybrid and index schemes, matched to your goal rather than to a commission slab.
Build
SIP Investments
Start from ₹1,000 a month, step it up as your income grows, pause it when life demands. One instruction, and the discipline runs itself.
Plan
Goal-Based Investing
A number and a date for every goal — a home, a wedding, a degree — and a monthly figure that actually gets you there.
Secure
Retirement Readiness
Build the corpus while you earn, then draw a steady income from it later — with the tax and longevity maths done in advance.
Future
Child Education Goal
Course costs rise faster than general inflation. We work backwards from the year your child needs the money, not from what you can spare today.
Save
Tax-Saving Investments
ELSS and other eligible options under Section 80C — chosen so the tax break is a by-product of a sound investment, not the reason for it.
Protect
Insurance Solutions
Term, health and general cover sized to what your family would actually need — no more, and importantly no less.
Global
NRI Investment Services
NRE/NRO folios, repatriation rules, FATCA and the tax treatment that catches most NRIs out — handled from the start.
Specialised
SIF — Specialised Investment Fund
A SEBI-regulated category between mutual funds and PMS, with a wider mandate and a higher minimum.
Managed
PMS — Portfolio Management
A concentrated portfolio run by a SEBI-registered Portfolio Manager, held in your own demat account.
Borrow
Loans — Home, Car & Business
Home, car and business loans through partner banks and NBFCs, without disturbing your investments.
ARN-49170ARN Holder: Prabir Kumar Jana
Who we are
One Relationship. One Strategy. One Clear Path.
Prabir Kumar Jana, an AMFI Registered Mutual Fund Distributor and SIF Distributor (ARN-49170), operating from New Garia, Kolkata, West Bengal. The AMFI registration is held by Prabir Kumar Jana personally.
That means recommending what fits your goal rather than what pays best. It means telling you the commission on a scheme if you ask — before you invest a rupee. And it means saying the risk out loud, in Bengali or in English, until it is genuinely understood.
Markets, at a glance
A quick look before you decide
Index levels shown for general reference only — indicative, possibly delayed, and never something to transact on directly.
NIFTY 50
24,812.35
▲ +0.42%
SENSEX
81,406.90
▲ +0.38%
BANK NIFTY
51,920.10
▼ -0.15%
USD / INR
₹83.12
▲ +0.06%
Source: NSE / BSE via third-party market data providers. Figures are indicative, may be delayed, and are not guaranteed to be accurate or complete. Please verify on your broker or the exchange before acting on them. Nothing here is investment advice or a recommendation.
Market & investor news
AMFIMutual fund investments are subject to market risks — read all scheme related documents carefully.KYCComplete your KYC once through any KRA and it works across every AMC in India.CautionNever transfer money to an individual's account. Every investment goes directly to the AMC in your own name.ReminderRegister a nominee on every folio — it turns months of legal difficulty into a short claim process.CautionNo market-linked product can promise an assured or guaranteed return. Report anyone who does.SCORESUnresolved complaints can be escalated free of cost on the SEBI SCORES portal.AMFIMutual fund investments are subject to market risks — read all scheme related documents carefully.KYCComplete your KYC once through any KRA and it works across every AMC in India.CautionNever transfer money to an individual's account. Every investment goes directly to the AMC in your own name.ReminderRegister a nominee on every folio — it turns months of legal difficulty into a short claim process.CautionNo market-linked product can promise an assured or guaranteed return. Report anyone who does.SCORESUnresolved complaints can be escalated free of cost on the SEBI SCORES portal.
Working together
What actually happens once you call
No forms to fill before we have even spoken. Here is the whole thing, start to finish.
Step 01
Tell us the goal
A house, a child's degree, retirement, or simply "this money should not sit idle" — with a rough number and a year attached to it.
Step 02
We map what exists
Old folios you forgot about, policies bought under pressure, EPF, loans — pulled into one page so you can finally see the whole picture.
Step 03
You get options, not a pitch
Two or three routes to close the gap, each with the cost and the downside said out loud. You pick. We never pick for you.
Step 04
We stay reachable
When markets fall, when your salary changes, when a claim or a nominee update is needed — the same number, answered by the same person.
Watch
Start here if this is all new
An investor-awareness film on what a mutual fund actually is, who manages it, and where the risk sits.
Investor awareness content. Editable from the admin panel once the site is converted to PHP.
In their own words
What clients say after a few years
Shared with permission. Individual experience says nothing about how any scheme has performed or will perform.
★★★★★
I had money sitting idle in a savings account for years. It was explained to me in Bengali, on paper, until I actually understood what an SIP was. Five years on, I read my own statement.
★★★★★
What I value most is being told what could go wrong before being told what could go right. Nobody selling me anything had ever done that.
★★★★★
When my father passed away, the transmission paperwork was handled for us start to finish. That is the part you only judge a distributor on much later.
★★★★★
I asked what the commission was on a scheme, half expecting to be brushed off. I got the actual number, before I invested.
★★★★★
My folios were scattered across four AMCs. They were pulled into one statement, and a nominee was added to every one of them.
★★★★★
The NRE/NRO and repatriation side was sorted out before I invested a rupee, not after. That saved me a lot of trouble at tax time.
Client experiences are individual and are not indicative of the performance of any scheme, nor a guarantee of a similar outcome for any other investor. Mutual fund investments are subject to market risks.
Ready to put a goal behind your money?
Sit with us for a free, no-obligation conversation about your goals — at our New Garia office, or over a call at a time that suits you.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
Past performance is not indicative of future results. Insurance is the subject matter of solicitation.
