Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
Pradip  Adhya CFP® | ADHYA INVEST MANTRA | NadiaPradip  Adhya CFP® | ADHYA INVEST MANTRA | Nadia

Pradip Adhya CFP®

ADHYA INVEST MANTRA•Nadia,WB
370, AISHTALA GARERBAGAN, NH12 , RANAGHAT, NADIA,
Nadia, WB, 741201
370, AISHTALA GARERBAGAN, NH12 , RANAGHAT, NADIA, Nadia, WB, 741201
View Website
About

Menu EXPERT IN Financial Planning and Mutual Fund Distribution Mr. Pradip Adhya, Certified Financial Planner® and his team work as an individual who helps investors individually or group family to invest in Mutual Fund product, Equity shares, PMS, NPS, and also Fixed Income Product like as Postal Savings, Corporate and Government Bond. They act as intermediaries between investors and Mutual Fund other Financial Companies products, providing information on different investment products and funds for helping the investors to select the best ones to meet their financial goals with their respective risk tolerance. Mr. Pradip Adhya, CFP® successfully work last 21 years in Mutual Fund to helping more than 1000 individuals and over 200 families for their financial wellbeing by managing their financial resources to meet their financial life goals. As a Personal Financial Professional Mr. Pradip Adhya, CFP® provide financial planning services in Investment Planning, Childr

Practice at a glance

22
Years of Experience
250
Families Served
₹53
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals
Language Spoken:Hindi

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Pradip Adhya CFP®.

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
Stocks Portfolio Review
Retirement Readiness Check