Purely from a service background, I started out my career as an executive in an MNC. Working in Marketing, Sales & EDP; I found myself more and more inclined towards "FINANCE". Yes, what started out as a humble endeavor to manage my own finances, actually laid the foundation for my commitment towards investment Consultancy! Firstly, it meant knowing the various investment options available in the market. Then, it was gagging their feasibility and comparative relativity to the income factor. Finally, it reflected in how well one could manage and monitor his investment portfolio! Once this was clear to me, the marketing and service-oriented facet of my character got the better of me, driving me to seeing it as a business opportunity!

I got together with my younger brother Mr. Sanjeev Chakraborty to form my own company! Having established our Corporate Insurance Advisory House in 2001 there has been no looking back… As directors we are IRDA (Insurance Regulatory Development Authority) passed Insurance Advisors. We have acquired AMFI certification and are thus certified for selling Mutual Funds. In fact, we believe that conduction business in a socially responsible way is good business. It means that one can attract better employees and that customers know what you stand for and like you for it. Taking this a step further, we have ensured that all our sales and marketing executives are AMFI certified and adequately qualified to suggest apt and correct investment decisions to investors. Similarly, like all share-trading dealers our equity dealers are NCFM certified as per rules of SEBI.

You will surprised to know that more investments are lost every year through neglect than through any other cause. Using this as a guideline, we have evolved a system of portfolio management for our valued investors where by we are able to timely remind them to pay their premiums, monitor their maturity and formulate new investment and reinvestment plans for them. We strongly feel that when the product is right, you don't have to be a great marketer; and at all times we strive to make a customer and not a sale for we believe that the customer is our reason for being there!

We follow prudent business ethics and maintain complete transparency in all our workings. "Customer Service", being the driving force behind each of our initiatives, we are dedicatedly moving to take our organisation to enviable heights to create a standard in the Investment Consultancy Industry!