About

I am Pradip Kumar Roy,

a successful, Trusted and experienced Insurance & Investment Advisor in India. who has been providing sound financial planning, insurance and investment advice to clients for over 22 years. I am very happy to have served more than two thousand clients and I am committed to continue this continuity in the future. To date, 2000+ satisfied customers have trusted me to make financial decisions, and their trust is my greatest achievement.

My mission —

✔️ Provide financial security to every family
✔️ Make investing easy and profitable
✔️ Strengthen the future of customers

I am an Authorized Representative of –

  • LIC of India (Life Insurance Corporation of India)
  • Star Health and Allied Insurance
  • LIC Housing Finance (LICHFL)
  • AMFI Registered Mutual fund Distributor

Also, I am associated with all Mutual Fund AMCs in India and provide professional advice to clients on SIP Investment Plan, SWP Investment Plan and all category of mutual fund Investment Strategy.

  • The services Category

✅ Life Insurance (LIC Policies)   

✅ Health Insurance (Star Health Insurance Plans)
✅ Mutual Fund Investments (SIP, SWP, STP & Other’s)
✅ Retirement Planning & Wealth Creation
✅ Child Education & Future Financial Security

✅ Home Loan (LIC-HFL)

  • Why choose me?

✔️ 22+ years of experience – Reliable and proven service
✔️ Customer-centric advice – Insurance and investment planning according to your needs
✔️ One-Stop Solution – Insurance + Mutual Fund Investments together with the right guidance
✔️ Trust and confidence – Experience of being with countless satisfied customers
My goal is to guide every customer in the right direction in financial security, long-term wealth accumulation and future planning.

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