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“The big money is not in the buying or selling, but in the waiting.”
—  Thomas Jefferson

Know Your Financial Advisor

Arnab Mitra is an AMFI Certified Mutual Fund Distributor and a personal finance professional. He has completed his post-graduation from Indian Institute of Social Welfare and Business Management in Finance and Marketing in the year 2002.

He started his career in banking industry and has been associated with most of the leading Private sector and Public sector banks namely HDFC Bank, ICICI Bank, Axis Bank, ING Vysya Bank (presently Kotak Mahindra) IDBI Ltd and others for the last 20 years.. He has worked both in Retail and Corporate Segment in various roles and titles and has successfully serviced hundreds of customers in the above two segments. He has sound knowledge in:

  • Financial Planning
  • Family Wealth
  • Mutual Funds
  • Equities
  • Derivatives
  • Asset Allocation
  • Debt Markets
  • Insurance and other allied subjects

Arnab has helped his clients achieve their “short term” and “long term” financial goals.

To get the best in financial guidance and create long term wealth,

Contact

Arnab Mitra

“An investment in knowledge pays the best dividends.”
—  Benjamin Franklin

Superior Financial knowledge and awareness

The first step towards financial independence is adequate financial knowledge. Without acquiring proper financial knowledge, you cannot progress much towards your goal of being financially independent. At Prime Finvest, we make people understand their financial situations, design the goals and derive means of achieving those goals through financial planning processes. Continuously educating and advising clients work a long way towards achievement of their financial wellness. We believe financial freedom is easily attainable only if there is a proper plan and vision in place.

Informed decision making ability

Once you are financially literate, you can take better financial decisions. As investment advisor and financial planner, we mentor our clients so that they avoid common money mistakes and make financial decisions which help them in achieving their financial goals. We believe that your hard earned money, if managed properly through informed decisions, can build a financially independent future for you.

Unbiased advice

Every person’s personal situations vary – his goals, income levels, commitments, dependencies, risk taking abilities, risk tolerances, years to retirement, etc. Hence, investment philosophy and style will vary accordingly from person to person. As a professional financial planner in Kolkata, Prime Finvest takes into account all these variable parameters and devise a solution that is best suited for that person. You get unbiased advice from us which will help you in achieving your financial goals.

Client first

Clients must understand the virtue of time, patience & money. At Prime Finvest, client always comes first. Right from handholding the client from start of investment cycle to the achievement of his financial goal – our team of financial experts are always available to serve and guide.

Integrity & Confidentiality

Handling finance requires utmost integrity. With our client AUM running into crores, integrity comes first at Prime Finvest. Along with integrity, we maintain strict confidentiality of our client data and we never share this data with any 3rd party.

Professionalism

With us, you will get personalized financial advice with focus on your best interest, NOT on selling financial products and services. We believe in transparency, simplicity and quality in our services. Whether it is an individual or a corporate, we understand their needs and provide customized professional solutions based on their needs. Our consultants maintain transparency with our clients, simplify the process and provide close and interactive engagement at every stage.

For unbaised and client centric financial advisory services,

Contact

Arnab Mitra

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