EXPERT IN

Financial Planning and Mutual Fund Distribution

Mr. Pradip Adhya, Certified Financial Planner®  and his team work as an individual who helps investors individually or group family to invest in Mutual Fund product, Equity shares, PMS, NPS, and also Fixed Income Product like as Postal Savings, Corporate and Government Bond. They act as intermediaries between investors and Mutual Fund other Financial Companies products, providing information on different investment products and funds for helping the investors to select the best ones to meet their financial goals with their respective risk tolerance.


Mr. Pradip Adhya, CFP®  successfully work last 21 years in Mutual Fund to helping more than 1000 individuals and over 200 families for their financial wellbeing by managing their financial resources to meet their financial life goals.


As a Personal Financial Professional Mr. Pradip Adhya, CFP®  provide financial planning services in Investment Planning, Children's Education Planning, Retirement Planning for Creating Wealth to becoming Financial Freedom by investing in Mutual Fund Equity, Direct Equity, NPS, PMS and other financial asset with right asset allocation.

Why Adhya Invest Mantra:

One Stop Investment and Insurance Solution

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30 years work Experience in financial services

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Complete transparent business practices

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Auto-scheduled quarterly / monthly portfolio report

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Well customized one-touch financial report

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Insightful analysis of investment portfolio

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Web-base Paperless transactions

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Provide wide range of investment solutions

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Cutting-edge tech platform

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About Our Company

Adhya invest Mantra, Financial Planning, and One stop Insurance & Investment Solution  with objective of providing services to the investors for the best investment and insurance option that suit for them and help them to achieve their financial life goals.

We believe that only a high-quality of professional financial planning and through our transparent, unbiased expert services can achieved the clients the best in class, in Investment, Insurance, Retirement, Estate Planning Solutions. We listen to our clients carefully and try to understand their immediate needs and long-term financial goals, we then apply our extensive market knowledge and expertise to provide the level best advice that our clients can trust. We are able to manage more than 1000 satisfied investors, 200 happy investor families over 30 years. Therefore we are offering a holistic approach in managing and protecting our client’s financial wealth.

Mr. Pradip Adhya CFP®, Partha Pratim Adhya MFD, and team engaged in Insurance product and other financial Investment product like Mutual Fund, Postal Savings Deposit Scheme, Corporate FD, Bonds, PMS, NPS, Sovereign Gold Bond (SGB), and Direct Equity.

30+

YEARS EXPERIENCE

25

AWARDS WON

1000+

HAPPY CUSTOMERS

4

EMPLOYEE

Our Mission

We are on a Mission to transform thousands of investors to becoming them financially freedom happy investor families by educating and empowering them in the fields of investment and insurance education.

We are committed with client first approach to helping our clients and investors communities to fulfill their Needs, Wants and for Achieving their Financial life Goals, by investing in a right way to create wealth with sufficient health and family protection and also plan for happy wealth distribution with optimize taxation.

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What We Offer

A mutual fund is a type of investment vehicle that pools money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities. The mutual fund is managed by professional investment managers who use their expertise to select securities and make investment decisions on behalf of the fund's shareholders.

Mutual Fund Distribution

Mutual Fund- is a type of investment vehicle that pools money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities.

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Postal Deposit, Corporate FD, and Bonds

Post office term deposit is a fixed deposit known as TD issued by the Indian Postal Services, other schemes are MIS, SCSS, NSC, KVP, PPF,

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Health Insurance

Health Insurance - is a type of insurance that covers for medical expenses incurred by an individual or by their family members. Health Insurance Policies are designed to cover the costs of medical and surgical expenses that

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Life or Term Insurance

Life Insurance - is a type of insurance contract between a company and a policyholder that provides financial protection for the family dependents or beneficiaries of the policy in the event of

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Retirement and Education Planning:

Retirement Planning - Retirement planning involves saving and investing today for preparing your future life to secure a financial stable

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Tax and Estate Planning

Tax Planning - is the analysis of client financial situation from a tax efficiency point of view so as to plan one's finances in the most optimized manner, and minimize the tax-liability use of

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Give Shape To Your Investments, Create A Perfect Goal Now

SIP Calculator

Plan your investments, calculate your SIP with ease.

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Lumpsum Calculator

Make smart investment decisions with our lumpsum calculator.

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Retirement Calculator

Secure your retirement with our reliable calculator.

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Education Calculator

Invest in your child's future with our education calculator.

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Wedding Calculator

Plan the perfect wedding without breaking the bank, use our calculator today.

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Dream Vacation Calculator

Turn your dream vacation into reality with our customized calculator.

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Happy with Customers & Clients

We've been helping businesses to do their best since 1998. If you need any solution we are available for you. Feel free to connect with us any time.

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Robert Clarkson
CEO, Axura

The team at Tectxon industry is very talented, dedicated, well organized and knowledgeable. I was most satisfied with the quality of the workmanship. They did excellent work.

Robert Clarkson
CEO, Axura

The team at Tectxon industry is very talented, dedicated, well organized and knowledgeable. I was most satisfied with the quality of the workmanship. They did excellent work.

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Robert Clarkson
CEO, Axura

The team at Tectxon industry is very talented, dedicated, well organized and knowledgeable. I was most satisfied with the quality of the workmanship. They did excellent work.

images not found

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32/6.subhs Avenue Bye Lane,
Po. Ranaghat Dist- Nadia, Ranaghat,
West Bengal, 741201, India

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