A Single Gateway To Create Wealth & Protect it For Generations

Our highly experienced team of financial advisors offers the best possible services to ensure effective growth of your wealth.

Equity Broking

Create long term wealth by investing in shares of world class listed companies

Read More

Mutual Fund

Choose from a diversified range of mutual fund options to suit every need

Read More

Bonds

Get fixed returns and secure your capital by investing in a wide range of bonds & debt options

Read More

Insurance

Make you family financially secure and safeguard your health with our diversified insurance product offerings

Read More

Equity Broking

Create long term wealth by investing in shares of world class listed companies

Read More

Our mission, value and goal is for your financial wellbeing

J.P. Investments, one of the best financial advisors in Kolkata offers effective financial guidance to clients at the most competitive fees. Our aim is to help you create a corpus to fulfill all your future needs. We help you shape and realize your financial aspirations through sound investment planning. We provide tailored assistance to each and every client and direct them through the complex financial process. We specialize in a number of areas such as equity broking , funding, insurance, mutual funds etc.

our_mison

What Makes Us Your Best Option

100 +

Happy Clients

100 +

Completed Projects

01

Office Locations

07

Team Members

We can give the best facilities for your business

We keep our client’s interest first. A judicious mix of conventional and unconventional investment products is designed to fulfill client’s long-term and short-term needs. We do not have a pro-active attitude as investment is a profound activity. Our vast experience helps us in getting to the core of our clients’ needs. We frequently come across cases where even the clients are unaware of their own situation. Mutual funds investment can be a risky business if you lack proper awareness. A gradual nudge helps them to find the right mix of product or services. We believe that a superior margin is not achieved overnight but requires a longer span of time. We are financial advisors and thus, we must protect to create.

  • Revenue Growth

    We keep reviewing portfolios periodically. We cannot outsmart market…

  • Top Security

    We check portfolios of the funds before recommending them to the client.

  • Risk Management

    Investment is not free from risks, but with proper guidance, they can be avoided.

  • Fast Support

    Our expert team is always available just a phone call away.

Explore About Us

Take some easy steps for processing

#
#

Assess Risk Profile

We make sure to focus on the age limit, wealth and income scale of our potential clients to assess the risk profiles.

#
#

Create A Strategy

After making all the judgments we create personalized strategies for each of our individual client.

#
#

Customize a Portfolio

We carefully analyze all the assets of the clients and we optimize their investment goals within a specific time frame.

#
#

Proactively Manage & Grow

We carefully analyze all the assets of the clients and we optimize their investment goals within a specific time frame.

#
#

Re-Visit and Re-Allocate

If an investment plan has not been able to achieve the estimated amount, we are quick to re-visit and re-allocate the issues.

Shape Shape
Get In Touch

Request A Call-Back

Touch

What Our Clients Say

Learn some new info from
our latest news Blog