Insoft Financial Services (IFS) started its operations in the year 1998. Today, after 20 years of existence IFS has grown to become one of the best Financial Advisors in Kolkata in the Individual Financial Advisor (IFA) category. IFS is serving more than 700 families and over 2000 individuals spread across Kolkata, Cities across India and NRI Clients in Australia, US, UK, UAE and Singapore.
IFS is a professionally managed company that brings with it time tested knowledge, structured advisory process and innovative research capabilities to make your Investment Portfolio achieve financial goals.
Mr. Mudit Khanna & Mr. Sandip Singhal are the key persons at Insoft. Both of them are Post Graduates in Business Management and have a vast work experience of 20 years in this Industry.
As an Independent Advisor and not owned by OR affiliated with any brokerage OR Investment group OR Insurance company, IFS supports your aspirations without conflict or bias. We are your “ONE STOP INVESTMENT SHOP WITH A DIFFERENCE”.
Our Core Strength remains in long term relationship with our clients. We sincerely believe that an investment is only the beginning of a relationship, which must be carried forward by continuous service back-up, good advice and online services available 24 x 7 which are very useful & informative for today’s investors.
We at Insoft pride ourselves in being able to make customized solutions for our clients. We don’t have a straight fit solution for everyone. Every client to us is unique for Us. We like to invest our time in understanding You, Your Family, Your goals and Your aspirations. Only once we have understood YOU, we proceed with the next step of Advising & Execution. We help you to plan for yourself, handhold you throughout your Investment Journey.
Everything, we believe, has been the result of sound management policies put into practice by our dedicated and dynamic young team of professionals. Thus, we can safely advise you on your financial matters. Our areas of operation include:
- Mutual Funds Advisory and Investment Services.
- Equity & Derivatives Trading on NSE, BSE.
- Depository Services (NSDL).
- Insurance Solutions - Both Life Insurance & General Insurance viz. Medical Insurance, Car & Property Insurance, Travel Insurance etc.
- Portfolio Management Schemes.
- Fixed Deposits (Private and Government Companies).
- Bonds – Tax-free Bonds, Govt. of India Bonds, Infrastructure Bonds, Capital Gains Bonds, Corporate NCDs etc.
- Initial Public Offerings (IPO).