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Prabir Kumar Jana | Jana Finserv | KolkataPrabir Kumar Jana | Jana Finserv | Kolkata

Prabir Kumar Jana

Jana Finserv•Kolkata
B-10 Nayabad Avenue. New Garia,
Kolkata, 700094
B-10 Nayabad Avenue. New Garia, Kolkata, 700094
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About

As a Certified Financial Planner® (CFP®) and Qualified Personal Finance Professional ® with 20 years of experience in the Financial industry, I am committed to helping individuals and families achieve their financial goals and enjoy a secure retirement. I specialize in crafting Comprehensive Retirement strategies tailored to each client’s unique needs. My expertise includes investment management, risk assessment, ensuring a well-rounded approach to financial security. Whether you're planning for retirement, growing your wealth, or safeguarding your family's future, I provide strategic solutions that align with your aspirations.

Practice at a glance

20
Years of Experience
380
Families Served
₹50
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Government Staff
Language Spoken:Hindi, Bengali

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-49170

IRDAI Licensed Insurance Agent (General)

688609

IRDAI Licensed Insurance Agent (Life)

688609

NSE/BSE Authorized Person (AP)

AP0297119281

SIF Distributor (AMFI)

ARN-49170

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM XVII: Retirement Advisor Certification, NISM VIII – Equity Derivatives Certification, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF

Complimentary Services

Get any of the free services to experience working with Prabir Kumar Jana.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check
Risk Profile Assessment
Tax-Saving Review