Banisatya WealthWealth management in Kolkata
For families and professionals with growing portfolios: consolidated visibility, disciplined rebalancing, and a single trusted point of contact for every financial decision — with ₹500+ crore in client assets guided.
Consolidated portfolio review across mutual funds, insurance, deposits and other holdings; goal-based allocation and rebalancing; tax-efficiency planning; and a dedicated relationship manager. It is advisory-led distribution — we are an AMFI-registered distributor, and we disclose exactly how we are paid.
How we help
One view of everything
Scattered folios, old policies, idle deposits — consolidated into one clear picture before any advice is given.
Goal-based allocation
Equity, debt, gold and liquidity balanced against your goals and sleep-at-night threshold.
Disciplined rebalancing
Reviews on a fixed cadence — selling high and buying low by rule, not by mood.
Dedicated relationship manager
One person who knows your full picture, reachable on WhatsApp — not a call-center queue.
Family-level planning
Spouse and children's investments coordinated — nominations, joint goals, and estate readiness.
Plain-language reporting
Reviews in language you understand, with every recommendation explained and documented.
How it works
Free consultation
A 30-minute conversation — in person at Poddar Court, on a call, or on WhatsApp — to understand your goals, income, existing investments and risk comfort.
A written, goal-based plan
We map each goal to specific instruments and amounts, explain why each is suggested, and show illustrative projections — nothing is guaranteed, and we say so.
Regular reviews, lifetime support
Portfolio reviews on a fixed cadence, rebalancing suggestions when life or markets change, and quick claim/paperwork assistance whenever you need it.
Frequently asked
How much in assets does Banisatya Wealth guide?
As of 2026, we guide more than ₹500 crore in client assets across 1,000+ clients, with a 98% client retention rate.
Is there a minimum portfolio size for wealth management?
No rigid minimum. The service is most valuable for families with multiple goals and scattered investments — the consultation is free, and we'll tell you honestly what level of engagement fits.
Let's grow wealth together.
Book a free consultation to discuss your goals — mutual funds, insurance, tax, retirement and more. No fees, no obligation.
Book a Free Consultation →Or call / WhatsApp +91 94330 87080 · Poddar Court, Kolkata