SIP ACADEMY AND FINANCIAL SERVICES  - Portfolio Management Schemes Advisor in Park Street, Kolkata

SIP ACADEMY AND FINANCIAL SERVICES - Portfolio Management Schemes Distributors

Member since Jul 18, 2025

About Me
SIP ACADEMY AND FINANCIAL SERVICES Greetings and welcome to SIP ACADEMY AND FINANCIAL SERVICES is renowned for a 360o approach that starts from distribution of Financial Product, providing accurate information and actionable analytics. It is led by some of the most experienced people in the Indian Wealth Management Sector. With diverse backgrounds and extensive knowledge of markets and opportunities, our leaders help steer the organization and its response to a dynamic market and a fast-changing world, always looking for ways to create value for our clients. In the year of 2020, we began our Journey as SIP (SAVING-INVESTING–PLANNING) Academy and Financial Services. Since then, we have built a satisfied customer base across the market. We are glad to have such a great client base, ranging from IT Professionals, Doctors, Retirees, Senior Citizens, NRIs and HNI/UHNIs. We promise you a long term commitment in the Financial Market domain. Our Financial Planners will first understand your ambitions and then advise you the best to make informed financial decisions. We assure you to provide holistic end to end Wealth Management solutions.
About Work Experience
Greetings and welcome to SIP ACADEMY AND FINANCIAL SERVICES is renowned for a 360o approach that starts from distribution of Financial Product, providing accurate information and actionable analytics. It is led by some of the most experienced people in the Indian Wealth Management Sector. With diverse backgrounds and extensive knowledge of markets and opportunities, our leaders help steer the organization and its response to a dynamic market and a fast-changing world, always looking for ways to create value for our clients. In the year of 2020, we began our Journey as SIP (SAVING-INVESTING–PLANNING) Academy and Financial Services. Since then, we have built a satisfied customer base across the market. We are glad to have such a great client base, ranging from IT Professionals, Doctors, Retirees, Senior Citizens, NRIs and HNI/UHNIs. We promise you a long term commitment in the Financial Market domain. Our Financial Planners will first understand your ambitions and then advise you the best to make informed financial decisions. We assure you to provide holistic end to end Wealth Management solutions.
Experience & Qualification
Qualification
BA
Experience as an Advisor
2 Years
Total work Experience
5 Years
Services and Advisory Offered
  • Mutual Fund

  • Portfolio Management Schemes

  • IPOs, Bonds & NCDs

  • Financial Education Providers

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
SIP ACADEMY AND FINANCIAL SERVICES

24 PARK STREET,
ANUJ CHAMBERS,
Park Street,
Kolkata,
West Bengal, 700016

LICENSE

  Mutual Fund - ARN No. 125750 - Validity - 01-01-2026

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