- 83A, Cossipore Road Kolkata - 700002
Who We Are?
Avinash Mishra is a seasoned financial advisor with over two decades of experience in the industry. He has successfully guided more than 1,500 clients in securing their financial futures. Known for his personalized approach and deep market insight, Avinash Mishra is a trusted partner in helping clients achieve their financial goals.
Since 2000, we have been successfully providing insurance and investment solutions tailored to our clients' needs.
AVINASH MISHRA is an independent financial planning and wealth management firm, dedicated to delivering client-focused, integrity-driven advice to individuals, trusts, and businesses. With a refreshing approach that enhances the quality of advice and elevates the overall client experience, AVINASH MISHRA has established new standards of excellence in the financial services industry.
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OUR BEST SERVICES
Best services
for our client’s
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₹ 3,00,000
₹ 3,85,136
Our Approach: More Than Just Financial Management
❝We don’t just manage our clients’ investment portfolios; we’re committed to addressing their fears, insecurities, and anxieties about their personal goals and finances. ❞
Our approach goes beyond numbers—we focus on providing peace of mind and confidence, ensuring that our clients feel secure and supported every step of the way.
OUR BEST SERVICES
Services Offered
Comprehensive Financial Plan
- Contingency Planning.
- Risk management.
- Taxation.
- 2 Reviews in a year.
- Dedicated Personal Financial Planner.
- Update on New Investment avenues.
- Wealth management.
- Mutual fund advice.
Second Opinion on Finance
- 30 minutes one-time session.
- Review of the current portfolio.
- Solution on future investments.
- Addressing any query regarding taxation, insurance, loans or property.
Financial Planning for NRI
- Contingency Planning.
- Risk management.
- Taxation.
- PROPERTY MANAGEMENT
- Wealth generation
- Legal services
- 2 Reviews in a year.
- Dedicated Personal Financial Planner.
- Update on New Investment avenues.
- Wealth management.
- Mutual fund advice.
Why Choose Us?
As your financial planner
Choose us for our expertise and commitment to your financial success. With over 20 years of experience, we offer personalized plans that align with your goals. Our transparent, client-focused approach ensures you’re informed at every step. We provide a full range of services, from investment to retirement planning, using proactive strategies and the latest tools. Based in Kolkata, we blend local knowledge with global insights to deliver results. We’re your trusted partner in building a secure financial future.
Tools to help you take
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