IFA, Ujjwal Indipendent Financial Advisor in Kolkata
IFA, Ujjwal Indipendent Financial Advisor in Kolkata.

IFA, Ujjwal Mukhopadhyay assists Mutual Fund Investors in selection of right category of Mutual Funds with appropriate Mutual funds scheme which suits best with the investment objective of such Mutual Fund Investors

Targeting Financial Goals

Financial Advisor in Kolkata IFA, Ujjwal Mukhopadhyay always tries to ensure fulfillment of Financial Goals of Mutual Fund Investors.The Financial Advisor IFA, Ujjwal Mukhopadhyay makes aware about Financial Goals of various types viz. building Retirement Corpus to accumulate capital for acquisition of Residential Accommodation even to meet Family Responsibilities like Child Education and Marriage.

Apart from such Long Term financial goals. The Financial Advisor also helps Mutaul Funds Investors in fixing other short term Financial Goals like Purchase of Car, Going Holiday trips.

Building Target Portfolio

Financial Advisor in Kolkata IFA, Ujjwal Mukhopadhyay helps Mutau Funds Investors in building appropriate portfolio. The Financial Advisor in Kolkata also makes constant monitoring of the portfolio and suggests with suitable changes that is required for rebalancing the portfolio so as to achieve the targeted Financial Goal of Mutual Funds Investos'.

For Mutual Funds Investors it is inhabitable to monitor the porfolio periodically to achieve the targeted financial goal. IFA, Ujjwal Mukhopadhyay makes Mutual Funds Investors understand that building portfolio requires understanding of own risk profile of the Mutual Funds Investors and also the risk category of a Mutaul Fund to which a Mutual Fund Scheme belongs, so that it matches with one another i.e. the resk profile of Investor and risk category of Mutual Fund Scheme. Understanding the risk category of nay Mutual Funds Scheme helps Mutual Fundfs Investors selection the category of Mutual Fund which suits the Mutual Funds Investors best. Here is example of different categories of Mutual Funds viz. Large Cap Mutual Funds, Mid Cap Mutual Funds, Small Cap Mutual Funds and Micro Cap Mutaul Funds. Your Financial Advisor in Kolkata IFA, Ujjwal Mukhopadhyay also helps Mutaul Funds Investors in suggesting suitable Asset Allocation among different Asset Classes viz. Equity, Debt, Gold, Cash etc so as to ensure the Financial Objective of the Investor of Mutual Funds.

IFA, Ujjwal Mukhopadhyay

IFA (Independent Financial Advisor), Ujjwal Mukhopadhyay, is NISM Certified. IFA, Ujjwal Mukhopadhyay is having educational background of MBA Finance and CA Intermediate. IFA, Ujjwal Mukhopadhyay also completed CA Final one part. IFA, Ujjwal Mukhopadhyay is also Founder of F. S. MISSION.

F. S. Mission is providing Financial Consultancy Service of Accounting, GST, Income Tax, ROC (Registrar of Companies) including Filing of Return and Representation to Departmental Authority. At the same time he is also providing Training for building Financial Skill of youth. The Training is also in the same field of financial matters viz Accounting, GST, Income Tax, ROC. The Independent Financial Advisor is also providing training in building English Communication Skill and Soft Skill Development for facing and cracking Interview for job seekers.. IFA, Ujjwal Mukhopadhyay has been in financial sector since more than 15 years.

Online SIP

IFA, Ujjwal Mukhopadhyay provides a secured Online Investment Platform of National Stock Exchange of India viz. NSE NMF II. Mutual Funds Investors can easily use this Online Investment Platform in making Online SIP of any Fund Houses across India and on any Mutual Fund Scheme.

Hence the Platform offered by IFA, Ujjwal Mukhopadhyay is a common Mutual Funds Investment Platform and it is not required by the Mutaul Funds Investors to go different Fund Houses for making Mutual Funds Investment. Hence it eases the task of Mutual Funds Investment Another attractive feature of this Online SIP platform is the need of issuing different cheques for Different Funds is also dispensed with. So Mutual Funds Investor can make Online SIP for as many funds as he chooses by issuing one single cheque. The Online SIP Platform also offers attractive feature of getting instant acknowledgement of Online Investment as soon as the Mutual Funds Investor completed the Online Purchase. IFA, Ujjwal Mukhopadhyay also provides service of starting Online SIP within a minimum time of seven days. So it is not required for the Mutual Fund Investor to wait prolonged period of thirty days. Also the low cost budget of investing in Mutual Fund with a minimum amount of Rs. 100.00 per month provides a great opportunity of making Online SIP to any Mutual Fund Investor, even one can now start investment plan in early age, even when he is a student.

How effective is the service of IFA, Ujjwal being the Financial Advisor in Kolkata,

IFA, Ujjwal Mukhopadhyay helps Investors in taking approprite decision of chosing right Mutual Fund Scheme and appropriate Category of Fund to fulfil the Financial Goal of the Investor.

IFA, Ujjwal Mukhopadhyay provides Secured Online Investment Platform of NSE NMF II, by National Stock Exchange of India.

IFA, Ujjwal Mukhopadhyay also provides Secured Online reporting Platform for tracking investment return.

OWhy Mutual Funds Investors choose our Online Mutual Fund Investment Platform in Kolkata, West Bengal

Facts

IFA, Ujjwal Mukhopadhyay provides one step solution for Comprehensive Financial Management Services and Job Training.

Plus Years of service

Hours of Support

100

Percent Satistaction

Our Mission:

Keeping Commitment

Ensuring Clarity

Maintaining Integrity

Enhancing Customer's Satisfaction

Testimonials

Ujjwal Mukhopadhyay

MBA(FINANCE)

NISM Certified

Statutory Worning: Mutual funds are subject to market risk. Please read the offer documents carefully before investing.