Welcome to www.samarjitsengupta.com!
I am Samarjit Sengupta, a 4-times MDRT qualifier and with a Mutual Fund AUM of 25 crore. I have a diverse experience of over 30 years in financial advisory and guidance and have over 1000 clients.
I have been associated with Life Insurance Corporation of India since 2005, National Insurance Company Ltd since 2009, HDFC Ergo GIC since 2011 and NJ India Ltd since 2016. My expertise lies in financial planning for individuals, families, retired elderly, young adults, etc with diversified portfolios and investments in Insurance (Life, General, Health), Mutual Funds, Share trading, etc.
As a portfolio manager for several clients, I have not just helped with financial planning, but also guided in retirement planning, child education and marriage planning and much more.
I have been into share trading since 1989 with Consortium Capital Private Limited as a sub-broker. I specialise in NCD Investments and am also associated with India's top Non-banking financial institutions (NBFCs) like Bajaj Finance, HDFC Ltd, Mahindra Finance, etc where I advise and help with planned investments.
My clients say I am a good listener, with a grip of knowledge and experience on the BFSI sector and am able to curate and bring good, effective, affordable solutions for their financial planning and investments. For goal setting, planned investments, retirement planning, child education and marriage planning, tax saving investments, financial guidance, etc contact me at email@example.com