Are you looking for expert financial solutions on
Portfolio Management? Goal Based Planning? Insurance Planning? Retirement Planning? Child Education Planning?
You are at the right place! roy’s Finance is a leading AMFI-registered Mutual Fund Distributor and a Wealth Management company founded by Certified Financial Planner, Asoke Roy, who has been guiding investors on personal finance since 2006.
Personalised Solutions
Our expert Wealth Coaches take the time in understanding your unique financial requirements and builds a personalised financial solution to best suit your needs.
Understanding You
We focus on understanding “you” & your unique financial needs and requirements before anything else. We don’t believe in an “one-size-fits-all” solution.
Building Your Solution
Based on the unique data points collected from you, our research team works hard on creating a personalised financial solution to best suit your unique needs.
Executing The Plan
Our team executes the final investment portfolio on your behalf, but all your transactions are approved “only” by you, so that you are always in control.
Our Services
roy’s Finance excels in providing personalized financial solutions based on the unique needs & requirements of our clients’, ensuring high returns while minimizing the risk factors. We do not believe in an – “One size fits all” policy.
Portfolio Management
We provide Portfolio Management Services where we manage the entire investment portfolio of an individual and allocate their wealth in various sectors like equity, fixed income, debt, and various other products, based on their unique and personalized requirements.
Mutual Fund Solutions
We help our investors in creating long-term wealth by minimizing the market risks using proven and time-tested techniques like Systematic Investment Plan (SIP) and Systematic Transfer Plan (STP). We work with all Mutual Fund companies and provide end-to-end service.
Goal Based Planning
We gather various data points from you to understand your financial goals in a scientific way and build a plan to reach your goals in your desired time frame. We work hard and continuously keep evaluating your progress so that you can live a stress-free financial life.
Insurance Planning
Insurance is an important tool in your financial life that can safeguard you and your family from any unfortunate event that can happen anytime in your life. We work with you in identifying your specific risks and requirements and provide various insurance solutions based on that.
Income Tax Planning
Let’s admit, none of us likes to pay hefty taxes. We, at roy’s Finance, provide Tax Planning services to help you take full advantage of various exemptions, deductions, rebates, etc. that are allowed by the law so that you can reduce your tax liability and create investments for long-term wealth gain.
Why Choose Us?
We are the trusted choice for wealth management of over a thousand clients for more than 15 years, where we believe “what is good for our clients is good for us” and keep our clients’ interest over ours at all times.
Expert Financial Solutions
Dedicated Relationship Manager
Priority Support & Assistance
Personalised Financial Solutions
Financial Education & Awareness
Transparency & Zero Hidden Costs
Our Products
We at roy’s Finance have the experience of working with a wide range of financial products to help provide best-in-class solutions for all kinds of financial problems that our clients face.
Equity Mutual Fund
Equity Mutual Fund invests directly in stocks and gives higher returns than other mutual funds. It is suitable for those who have a higher risk appetite and is going to invest for a longer duration of time.
Hybrid Mutual Fund
Hybrid Mutual fund invests both in equity and in debt funds in a certain proportion thereby leveraging the best of both worlds – higher returns with lower risk.
Insurance
Insurance is one of the most important aspects of an individual’s financial life. We work with various insurance products like Life Insurance, Health Insurance, Personal Accidental Insurance, Home Insurance, and many more.
Fixed Income Funds
Fixed Income funds aim to generate “fixed” returns based on an interest rate by investing in various bonds and fixed-income securities and works in a very similar way as Fixed Deposit works.
Our Mission
Our mission is to simplify personal finance and provide best-in-class financial solutions and services to all our investors and help them grow their hard-earned wealth by scientifically maximizing returns and minimizing the risk factors.
Our Vision
Our vision is to see our clients enjoying a stress-free and happy financial life, growing their wealth, and becoming more financially knowledgeable and aware over the years of collaborating with us. Focus on your goals, and we will take you there.
1500+
Happy Clients
150 Crore+
Wealth Managed
15+
Years of Experience
Testimonials
Are You Having Any
Financial Problems? Queries?
If you are looking for expert help on your financial problems,
then here’s your chance to book a FREE personal consultation with our expert Wealth Coaches.
Email Address
Office Address
roy's Finance, 506, Eco Suite Business Tower, Action Area IID, New Town, Kolkata, West Bengal, 700136
or
Our phone lines are available, Monday to Friday 10 AM to 6 PM and Saturday from 10 AM to 3 PM.
Recent Posts
Prioritize Your Retirement Planning Without Delay (English)
After a hectic day at work, when you hit the bed at night, do you dream of the day when you don’t have to work anymore? Many of us dream of a
Prioritize Your Retirement Planning Without Delay (Bengali)
আমি আমার অভিজ্ঞতায় দেখেছি যে সবথেকে প্রয়োজনীয় এবং জীবনের সবথেকে সবথেকে গুরুত্বপূর্ণ একটা বিষয় হল Retirement Planning, আর সঠিক Financial Awareness এর ওভাবে এই গুরুত্বপূর্ণ বিষয়টাকেই Neglect করেন এবং পরে তার জন্য
Financial Planning In Changing Economy (English)
The coronavirus pandemic has affected the economy of every country. It has left national economies and businesses counting costs and with partial or full lockdown in several countries, many establishments have closed
