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Shreyans Seksaria | Shreyans Finserve Pvt Ltd | KolkataShreyans Seksaria | Shreyans Finserve Pvt Ltd | Kolkata

Shreyans Seksaria

Shreyans Finserve Pvt Ltd•Kolkata,WB
1/4B Monohar Pukur 2ND Lane,
Kolkata, WB, 700029
1/4B Monohar Pukur 2ND Lane, Kolkata, WB, 700029
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About

Next-gen financial planner. CFA in one hand, clarity in the other. I decode jargon, bust myths, and help people avoid what doesn't work—so they can focus on what does. From insurance to mutual funds, I break down the noise, clear up the confusion, and turn intent into action. I don’t predict the future—I help you prepare for it. Facts over fluff. Precision over chaos. Let’s make money decisions that make sense.

Practice at a glance

9
Years of Experience
500
Families Served
₹250
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CFA – Chartered Financial Analyst

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BBA – Bachelor of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you buy / invest in

Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Shreyans Seksaria.

Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review