Journey:
It is my beloved father, who started this financial service business in 1981
at a remote village, in West Bengal ( Champadanga, Hooghly, 712401 ).
where financial planning was totally a new term to the most of the locals.
He started with UTI mutual fund, Postal savings and a small quantity on
Stock broking.
I joined the business in 2001. From the beginning, I gave
importance to provide all kind of financial services under one umbrella &
client education & also we organized lot of Investor awareness programmes
(
Art of Making Money Work).
Philosophy and principal:
Jana Finance believes that “
Money Making Is An Art” we just follow the
simple formula- start early save regularly and enjoy wealth. Money making
needs discipline. We also believe if you want to have growth in life then
managing the money is more important than earring.
Money only work for you when you will become a financial literate person.
View on Equity:
Equity is classified as a long term asset class. It can beat all other asset classes
in long term perspective. Equity says “give me time, I’ll give you return”.
And also believes that great return may come only when you invest in bad time.
We don’t believe in amateur trading.
We want to remember “
God and good time and invest in equity in bad time”.
I am honoured to work with
Mr. Subodh Chowdhury (HDFC Life) and
Mr. Siddhartha Chatterjee, a well known stock market Guru. One side he
is my teacher (in stock market) & other side I also work with him.
I have learnt a lot about financial market from them.
We offer following specific solutions to our clients:
Jana Finance works with simplicity, clarity, personal attendance,
team work, joy and value for money
At present, we actively engaged in following activity
- Mutual Fund Distribution
- Stock broking
- Life Insurance & General Insurance
- IPO, Bond, FD (mainly HDFC Ltd)
- Investment Education
- PAN Service on UTI ITSL.
- Awareness creates on importance of Financial Planning through our
Investor Education Programme.
VISION Statement:
“
To See Balanced Life With Financial Freedom On myself &
All My Associates. Be A Part of It”
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