Hi, I am
Pradip Kumar Roy
Professional Insurance & Investment Advisor
“Trusted Insurance & Investment Advisor in Kolkata, India”.
Mission
My goal is to simplify insurance needs by providing clear, effective advice and unparalleled support. I am committed to helping each family find the perfect and right plan opportunity that aligns with their financial goals.
Vision
I want to be part of creating a world where insurance coverage is accessible to every household. My goal is to be the leading advisor that ensures insureds have a secure life and a secure future.
Expertise
My key areas of expertise.
I excel at understanding your insurance needs and suggesting plans that truly protect you and your family. With deep knowledge of policy options and risk management, I guide clients through complex decisions with clear, honest advice.
01. Client Consultation
Understanding your life situation is the first and most important step. I listen carefully, whether it’s about your children’s future, retirement, or financial worries. This helps me suggest insurance options that suit your exact needs
02. Policy Recommendations
I go through different LIC plans and pick the ones that match your goals. I explain everything clearly, including what the plan covers, how much it costs, and what you’ll get. I focus on helping you find real value, not just the cheapest plan.
life stage of financial goals
Find Personalised Goals
Goal-Based Investment
"Achieve your dreams with Goal-Based Investment — where every rupee works with purpose to secure your future."
Portfolio Management
"Portfolio Management helps you grow wealth smartly — balancing risk, return, and goals with expert financial strategy."
Business Safeguard
"Business Safeguard protects your enterprise from risks — ensuring stability, continuity, and growth even in uncertain times."
More Information Your suitability
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‘Happily Insured’ with My Services.
I get my reward through my customer satisfaction.
