Dasgupta Wealth & Insurance Service  - Online Tax Return Filing Advisor in Salt Lake City, Kolkata

Dasgupta Wealth & Insurance Service - Online Tax Return Filing Distributors

Member since Aug 4, 2013

About Me
DasGupta Wealth & Insurance Services was founded in 1997 by Sougata Das Gupta, a professionally qualified Finance professional and former Senior Executive with a Non Banking Finance Company of a leading all India Industrial group. DasGupta Wealth has been providing value added Financial, Investment and Insurance related services to Retail, HNI, NRI and Corporate clients for over 16 years. We provide the following services: 1) Investments - Mutual Funds, Fixed Deposits, Bonds, Tax Savings Schemes, NRI Investments, etc. 2) General Insurance - Medical Insurance, Motor, Overseas Travel, Home, Insurance for Corporates, etc. 3) Life Insurance 4) Advisory Services - Financial Planning, Tax Planning, Investment Planning, Insurance Planning, etc. We recommend everybody to invest in a financial plan for achievement of financial goals and financial security. 5) Other Services - Solving problems related to various Investment/Insurance products, Processing of Insurance Claims, etc. Though we are Kolkata based, we have several clients located in Delhi, Mumbai, Bangalore, Pune and other cities who avail of our services on a regular basis. We also cater to NRI clients from USA,Canada, Europe and Gulf countries. Our Motto is - Managing Wealth, Creating Value, Long Term Relationship.
About Work Experience
Financial, Investment, Insurance Solutions (since 1997)
Experience & Qualification
Qualification
B.Sc. , M.B.A.(Finance)
Experience as an Advisor
17 Years
Total work Experience
19 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Online Tax Return Filing

  • IPOs, Bonds & NCDs

  • Gold Saving Plans

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Dasgupta Wealth & Insurance Service

S/4, Vidyasagar Niketan,,
Salt Lake,
Salt Lake City,
Kolkata,
West Bengal, 700027

LICENSE

  Mutual Fund - ARN No. 2327 - Validity - 31-08-2015

  Life Insurance - IRDA No. 780095 - Validity - 30-11-2014

  General Insurance - IRDA No. 780095 - Validity - 30-11-2014

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