- Periodical assessment is a must to achieve financial freedom
- Mon - Fri 8:00 - 6:30
Grow Your
Money through Right
Financial Planning
Grow Your wealth with Avijit Pal’s 24+ Years of Financial Guidance Expertise!
Know Us
Avijit Pal is a seasoned financial advisor with over two decades of experience in the industry. He has successfully guided more than 1,500 clients in securing their financial futures. Known for his personalized approach and deep market insight, Avijit is a trusted partner in helping clients achieve their financial goals.
Since 2000, we have been successfully providing insurance and investment solutions tailored to our clients' needs.
AVIJIT PAL is an independent financial planning and wealth management firm, dedicated to delivering client-focused, integrity-driven advice to individuals, trusts, and businesses. With a refreshing approach that enhances the quality of advice and elevates the overall client experience, AVIJIT PAL has established new standards of excellence in the financial services industry.
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OUR BEST SERVICES
Best services
for our client’s
SIP Calculator
₹ 3,00,000
₹ 3,85,136
Our Approach: More Than Just Financial Management
❝We don’t just manage our clients’ investment portfolios; we’re committed to addressing their fears, insecurities, and anxieties about their personal goals and finances.❞
Our approach goes beyond numbers—we focus on providing peace of mind and confidence, ensuring that our clients feel secure and supported every step of the way.
OUR BEST SERVICES
Services Offered
Comprehensive Financial Plan
- Contingency Planning.
- Risk management.
- Taxation.
- 2 Reviews in a year.
- Dedicated Personal Financial Planner.
- Update on New Investment avenues.
- Wealth management.
- Mutual fund advice.
Second Opinion on Finance
- 30 minutes one-time session.
- Review of the current portfolio.
- Solution on future investments.
- Addressing any query regarding taxation, insurance, loans or property.
Financial Planning for NRI
- Contingency Planning.
- Risk management.
- Taxation.
- PROPERTY MANAGEMENT
- Wealth generation
- Legal services
- 2 Reviews in a year.
- Dedicated Personal Financial Planner.
- Update on New Investment avenues.
- Wealth management.
- Mutual fund advice.
Why Choose Us?
As your financial planners
We offer personalized financial solutions with a focus on transparency and trust. With over two decades of experience, we provide tailored strategies for your investment, retirement, and estate planning needs. Our proactive approach ensures you’re prepared for the future, using cutting-edge tools and global insights. Based in Kolkata, we combine local expertise with a comprehensive service offering. Committed to your long-term success, we adapt as your financial goals evolve, building a lasting partnership.
