Rajat Ghosh
Invrajat Financial services Pvt Ltd•Kolkata
16. KABI RABINDRA ROAD, BARRACKPORE.,
Kolkata, 700122
16. KABI RABINDRA ROAD, BARRACKPORE., Kolkata, 700122
Practice at a glance
26
Years of Experience
350
Families Served
₹55,00,00,000
Crores Managed
Practice Details
Min Monthly Investment:₹10,000
Min Lumpsum Investment:₹5,00,000
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Salaried Executives
Language Spoken:Hindi, Bengali, English
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
PFRDA Registered Retirement Adviser
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Rajat.
30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check