Prabir Kumar Jana - Mutual Fund Distributors
Member since Mar 9, 2013
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About Me
I am Prabir Kumar Jana,with 24 years of experience in the financial industry, we have been dedicated to guiding individuals and families toward achieving their long-term wealth and protection goals. Serving more than 500 clients, we focus on delivering trustworthy, transparent, and customized solutions. Our services cover a wide range of investment and protection options, including Mutual Funds, SIP, SIF, PMS, Stock Broking, Health Insurance, Life Insurance, Fixed Deposits, goal based financial planning. Each service is designed to help clients grow, secure, and manage their wealth effectively across different life stages. We are AMFI Registered Mutual Fund Distributors and SIF certified, also holding global credentials like Certified Financial Planner® (CFP) and Qualified Personal Finance Professional® (QPFP). These certifications reflect our commitment to professionalism, ethical practices, and client-centric advisory.
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About Work Experience
Prabir Jana Financial Services started by Mr. Prabir kumar Jana in the year 2002 is one stop financial shop for all your investment needs.
Prabir Kumar Jana is a Qualified Personal Finance Professional ® helps individuals & families manage financial resources with an objective of achieving financial wellbeing (meet life goals) .He has been confident in providing personal financial planning and investment services - Create wealth by Investment in Mutual funds, Direct Equity, Fixed deposit, NPS, PMS, Protect through LIC and Mediclaim.
Experience & Qualification
Qualification
BCOM , CFP
Experience as an Advisor
24 Years
Total work Experience
24 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
NPS (National Pension Scheme)
Gold Saving Plans
Fixed Deposits
Affiliations
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Not Specified
Awards & Recognition
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Not Specified
Address
Prabir Kumar
J4 Srinagar Main Road,,
Panchasayar, New Garia,
Garia,
Kolkata,
WEST BENGAL, 700094
LICENSE
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Mutual Fund -
ARN No.
49170 - Validity -
31-03-2028
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