- 83A, Cossipore Road Kolkata - 700002
About Us
We understand you
Meet Avinash Mishra: Your Trusted Financial Advisor
Welcome to our financial advisory services, where your financial well-being is our top priority. Led by Avinash Mishra, we bring over 24 years of expertise and dedication to help you achieve your financial goals.
Who is Avinash Mishra?
Avinash Mishra is a seasoned financial advisor with a proven track record of excellence in the financial sector. With more than two decades of experience, Avinash has successfully guided over 1500 clients, helping them secure their financial futures.
Credentials and Achievements
CM Club Member , LIC of India : Avinash is a proud member of the prestigious CM Club of the Life Insurance Corporation of India, a testament to his exceptional performance and commitment to his clients.
Professional Qualifications : Avinash holds the esteemed designations of Fellow Chartered Financial Planner (FCFP) in India and Associate of the Chartered Insurance Institute (AWF CII) in the U.K., reflecting his deep knowledge and professional competence in financial planning and insurance.
AMFI Registered Mutual Funds Distributor : Avinash is registered with the Association of Mutual Funds in India (AMFI), allowing him to offer expert guidance on mutual fund investments.
Our Approach
At our firm, we believe in personalized, client-centric financial planning. Avinash's extensive experience and qualifications enable him to provide tailored advice that aligns with your unique financial situation and aspirations. Whether you're planning for retirement, looking to invest, or seeking comprehensive financial planning, Avinash is here to guide you every step of the way.
Our Commitment
We are committed to building long-lasting relationships based on trust, integrity, and exceptional service. Avinash's approach is holistic, ensuring that every aspect of your financial life is considered and optimized for your benefit.
Join Our Family
We invite you to join our family of satisfied clients and experience the peace of mind that comes with expert financial guidance. Let Avinash Mishra help you navigate the complexities of financial planning and achieve your dreams with confidence.
The Cornerstones
of Our Success
Empowerment through Knowledge:
We empower our clients by educating them on innovative strategies and financial planning techniques, ensuring they are equipped to make confident decisions.
Logic and Trust:
Our relationships are strengthened by the logic behind every recommendation. We ensure that all financial decisions are thoughtfully reasoned, aligning with our clients' objectives.
Open and Honest:
We are committed to complete openness, fostering trust by maintaining clear and honest communication throughout the financial planning process.
Guidance and Support:
We provide continuous guidance, helping our clients navigate the complexities of financial choices and standing by them through every challenge and triumph.