There are two options-

Income minus savings = Expenses

Income minus expenses = Savings.

Which one would you choose !!!!

Our Services
swing
People
Retirees

Retirees – Both Impending and Post Retirement

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Build & Grow Safely with Mutual Fund

Advise the most profitable option for the client, based on the client's educational, professional and family background and risk profile. No false hopes, illusions, or dreams.

  • Regular Income Planning
  • Risk Management
  • Long Term Financial Planning
Home Makers

Home Makers

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Peace of Mind for Home Makers

Simple, jargon-free plans that help homemakers build independent savings and a secure financial cushion for the family.

  • Start Small
  • Build Investment Discipline
  • Plan for Future Goals
Salaried and Earning Starters

People from weak financial Strata

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Building a Better Future for Every Family

Affordable, realistic investment guidance for people from weaker financial backgrounds, focused on steady, achievable growth.

  • Build Emergency Savings
  • Systematic Investment
  • Goal Based Planning
Salaried and Earning Starters

Salaried and Earning Starters

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Start Strong, Grow Smart with Smart Savings

People who have recently started earning can use systematic investment planning.

  • Start Early
  • SIP Approach
  • Long Term Goals
About

No Ostentatious Approach

Only ground to earth analysis and advice

Experience of 19 years in Mutual Funds, 30 years in Life Insurance, 15 years in Medical Insurance and 14 years in Tax Planning & IT Returns.

  • Serving as a Mutual Fund Distributor since September 2007
  • Serving as a Life Insurance advisor since 1994
  • Serving as a Medical Insurance advisor since 2011
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Smart Solutions that Turn your Goals into Reality

Pre Retirement
Planning

The earlier you plan, the more secure your future. Schedule a consultation to create a personalized pre retirement plan that aligns with your financial goals and retirement aspirations.

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Generation
of Pension Fund

Build a reliable pension fund through disciplined investing and long-term financial planning. We help you create a steady retirement income so you can enjoy financial independence and peace of mind.

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Post Retirement
Planning

Retirement is about living with confidence. Our post retirement planning services focus on generating regular income, preserving capital, minimizing taxes, and protecting your future.

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Mutual Fund

Award for Digitization of Mutual Fund

On 5th August, 2018 in MFRT's (Mutual Fund Round Table) 10th Convention at Delhi

Presentation on "Post retirement Planning – dos and don'ts" to would be retirees of Bhilai Steel Plant (for 2 months).

Testimonials

My Clients Say

I have invested into Mutual Funds through Mr A. S . Biswas ji since 2018. His deep knowledge of stock market, analysis of trends and timely switching of funds has really helped me build a robust corpus. Highly recommend for SIP and lumpsum investment into Mutual Funds

Dr. Ritesh Ranjan

Paediatric Surgeon, Raipur, Chhattisgarh.

I would like express my sincere gratitude towards the efforts that Mr Anadi Biswas, my fund manager has put in to manage my fund in the most professional manner. He as an advisor was committed from the inception of my Investment journey, duly meeting my financial needs by judicially allocating the amounts in various funds and with that despite the market challenges, he was able to sustain the fund, at the same time ensuring an aggressive growth. And he continues to provide better investment opportunities ideas which had helped me to be mentally peace with my financial backups and I am sanguine that soon, I will attain financial freedom.

Major Joy Sen

Indian Army, Pune, Maharashtra.

Mr Biswas ka investment planning se mai kafi prabhavit hua hun pichhale 3 years se inse juda hun. Unka planning itna behtarin hota hai us se benifit logo ko achha hota hai or dusri sabse badi bat har chhoti chhoti bato ka update karte rahte hain

Mr. Rupesh Kumar

Mansodih ( Koderma), Jharkhand.

Mr. Anadi Shankar Biswas has been extremely helpful in managing our financial portfolios. He has been giving us the right advice that needs to be followed so that we can get maximum benefits of our investments. Knowing that he has a very strong subject knowledge, we can trust him completely and be rest assured that our investments are taken care of.

Ms. Vertika Shukla

Pune , Maharashtra

Mr Anadi is my financial adviser since last 4 years.He is helping me grow and manage my funds. I trust him and I have handed over the responsibility of my financial management and he has promised me to grow it so that I can educate the less fortunate children and concentrate on taking care of the senior citizens.

Mrs. Tandra Mukherjee

Hyderabad, Telengana.

Mr Anadi Biswas has been my financial / investment advisor for about 18 years. Knowing that he has suitable qualifications and experience in the financial market it was easy for me to trust him. After my retirement, I had entrusted him the entire corpus for managing the funds and he invested in several instruments like FDs, Mutual Funds across different portfolios resulting in good returns consistently.

Mr. Debojyoti Bhaduri

Bhilai, Chhattisgarh.

Maene apni investment journey Shri Anadi Shankar Biswas ji ke margdarshan me warsh 2018 me prarambh ki. Ek vittiya salahkaar ke roop me meri aaye, bachat aur nivesh ko vyawasthhit karne me mahatwapurna bhoomika nibhayi. Unki doordarshita, visheshta aur sahi margdarshan ke karan mae apne vitteeya lakshyon ki oor atmavishwas ke saath badh raha hun. Wey har nirnaya me paardarshita aur imaandari banaye rakhte hain, jiske kaaran un par meraa poorna vishwas hai.

Mr. Hemant Shilledar

Branch Head, Chhattisgarh State Warehousing Corporation, Dhamtari, Chhattisgarh.

I am pleased to say that Mr Anadhi Shankar. Biswas, is very capable to handle one's Capital. His much efficient way of handling funds gives one very good profit. Your Capital is never eroded but is safe, despite equity market fluctuations. I am quite pleased with his management of my Capital over the past 17 years.

Mr. Anthony Sebastian

Retired from State Bank of India, Coimbatore, Tamil Nadu.

Highly recommend the services provided by Mr. Anadi Shankar Biswas. Since 11 years, he has been instrumental in providing us solutions to issues and has been helpful in generating maximum returns of the current investments. He provides us with great insights and in-depth knowledge about all aspects related to services.

Mr. Hemant Kumar Shukla, Retired General Manager

Bhilai, Chhattisgarh

Mr. A.S.Biswas is an exceptional financial consultant whose expertise in investment planning and fund management has been invaluable to us. His deep understanding of mutual fund management and sharp analytical skills allowed us to build a highly resilient, optimized portfolio in last 14 years. He earns my highest recommendation for anyone seeking elite financial guidance.

Mr. Sudhir Kumar Singh Gaharwar, Dy. General Manager.

Bhilai, Chhattisgarh.