EFOREQUITY  - Portfolio Management Schemes Advisor in Keshtopur, Kolkata

EFOREQUITY - Portfolio Management Schemes Distributors

Member since Sep 14, 2018

About Me
The parent company, EFOREQUITY, is an integrated solution provider for Indian Equity advisory/ research / consultation and portfolio management services. We do provide advisory services in Mutual Funds as well to help customers remain invested in the most appropriate fund. It also runs a parallel segment for providing training and education to enable investors and traders to learn in and out of stock market and being self-dependent in stock market transactions. SMARTMF is an mobile app as well as an web application promoted by EFOREQUITY, exclusively for Mutual Fund investors. The app provides an user friendly platform, built on a highly advanced and sophisticated technology to enable the investor/s for a completely paperless on-boarding. The investor can start investing right away within few minutes of on-boarding (provided few T&Cs criteria are met). The investors can transact online (buy, sell, switch) and track his portfolio on a daily basis from the system. Also he/she will be able to receive a consolidated view of his/her portfolio, even if the investments are made through various funds, various schemes and through various platforms. All the portfolios of investments automatically go through our rigorous quarterly review system by our professional analyst’ team and feedback is provided to investors in case of any amendments are required. We provide advisory on Mutual Funds at absolutely FREE OF COST, since we are compensated by Fund houses towards our distribution.
About Work Experience
EFOREQUITY have been professionally working in indian stock market and mutual funds since 2015. We are SEBI authorised research analyst firm and AMFI registered IFA. Providing guidance, advisory, broking and financial planning services to our customers since inception. The founder director, Nirmalya Saha, is himself a SEBI authorized analyst and have been actively working in stock market since 2003, thus having more than 15 years of experience in the domain.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
18 Years
Total work Experience
7 Years
Services and Advisory Offered
  • Mutual Fund

  • Share Trading & Demat

  • Portfolio Management Schemes

  • Share Tips & Trading Tools

Affiliations
  • Nirmal Bang Securities Pvt Ltd
  • BSE Star MF
  • SEBI
Awards & Recognition
    Not Specified
Address
EFOREQUITY

AB 66/1, 1st Floor, Prafulla Kanan West,,
Kestopur VIP Road,,
Keshtopur,
Kolkata,
West Bengal, 700101

LICENSE

  Mutual Fund - ARN No. 120148 - Validity - 07-03-2020

  Share Trading & Demat - AP0104980169243 - Validity - 31-12-2050

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