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.