AMFI & IRDAI Registered Advisor

Grow Your Wealth.
Protect Your Future.

Personalised guidance in

I'm Samir Mondal — an independent financial advisor from Hooghly helping families invest smarter, insure wisely and retire confidently.

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Years Experience

Happy Families

Client Retention

Portfolio Growth

₹ 0 L

+14.5%

Family Protected

₹1 Cr Term Cover

Monthly SIP

₹5,000 → ₹50 L

Health Cover

Cashless · 21,000+ Hospitals

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✦ Mutual Funds✦ SIP Planning✦ Term Insurance✦ Health Insurance✦ Retirement Plans✦ Child Education✦ SIF Strategies✦ Tax Saving ELSS✦ Index Funds & ETFs✦ Critical Illness Cover ✦ Mutual Funds✦ SIP Planning✦ Term Insurance✦ Health Insurance✦ Retirement Plans✦ Child Education✦ SIF Strategies✦ Tax Saving ELSS✦ Index Funds & ETFs✦ Critical Illness Cover

What We Offer

Financial Solutions Built Around You

From your first SIP to your family's complete protection — every plan is tailored to your goals, timeline and risk appetite.

Mutual Fund

Equity, Debt, Hybrid, Solution-Oriented, Index Funds & ETFs, and Fund of Funds — diversified portfolios for every goal.

Equity & Debt Funds
Hybrid & Solution-Oriented
Index Funds, ETFs & FoFs

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Life Insurance

Secure your family's tomorrow with the right mix of protection and long-term savings.

Term Insurance
ULIPs & Child Plans
Retirement / Pension Plans

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Health Insurance

Comprehensive medical cover so a health emergency never becomes a financial one.

Individual & Family Floater
Critical Illness & Accident
Group Health Insurance

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SIF

Specialised Investment Funds — advanced strategies for investors seeking sophisticated, actively managed exposure.

Equity Strategies
Debt & Hybrid Strategies
Fund of Funds (FoF)

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Samir Mondal, independent financial advisor, at his office in Balagarh

Years of trusted advisory across India

Available for consultation

About Samir Mondal

Your Trusted Partner in
Financial Well-being

Based in Sripur Bazar, Balagarh, I've spent over two decades helping individuals, families and small businesses make sense of money — building disciplined investment habits and putting the right protection in place.

My approach is simple: understand your goals first, recommend only what fits, and stay with you through every market cycle and life milestone.

Goal-based, unbiased financial planning
Transparent recommendations — no hidden agendas
Regular portfolio reviews & lifelong support
Hassle-free claim assistance for insurance

More About Me

Call anytime

+91 91536 94880

Families Served

Assets Advised

Policies Issued

Folios Managed

How It Works

A Simple Path to Financial Clarity

Step 01

Discovery Call

A free, no-obligation conversation to understand your income, goals, existing investments and worries.

Step 02

Risk & Goal Assessment

We map every goal — a home, your child's education, retirement — to a timeline and a suitable risk profile.

Step 03

Personalised Plan

A clear, written roadmap: which funds, how much SIP, what insurance cover — with every rupee explained.

Step 04

Execute, Review, Grow

Paperless onboarding, then periodic reviews and rebalancing so your plan keeps pace with your life.

Free Tools

Smart Calculators for Smarter Decisions

Try SIP Calculator

SIP Calculator

See how small monthly investments compound into big wealth over time.

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Term Plan Calculator

Find the life cover your family truly needs — and what it might cost.

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Health Insurance Plan Calculator

Work out a sensible sum insured for your family, age mix and city.

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Testimonials

What Our Clients Say

"I started with one LIC policy and a small monthly SIP. Samir never pushed me towards anything bigger than I could manage, and both are still running today. I have not missed a single premium."

Shibu Hemram

Chandra, Hooghly

"I moved to Gujarat for work and assumed I would have to find someone local. My health cover, my SIPs and my LIC policy are all still with Samir — everything gets sorted over a phone call. Distance has never been a problem."

Tanay Dey

Bharuch, Gujarat

"He sat with my whole family and explained why we should put health cover in place before adding more investments. That order of priorities was not what I expected from someone who also sells mutual funds."

Barun Banerjee

Jamudaha, Burdwan

"I am retired and the markets make me nervous. Samir kept my LIC policies intact and put the rest where I can sleep at night. He talks me through every review instead of just sending papers to sign."

Shibram Bhattacharya

Jamalpur, Burdwan

"Even after shifting to Pune I kept everything with him. When the market dropped he called me before I could call him and told me to let the SIP run. That one conversation saved me from a costly mistake."

Debashish Biswas

Pune, Maharashtra

"My father was hospitalised within a year of us taking the family floater. Samir handled the cashless paperwork himself while we were still at the hospital. That is when I understood what a good advisor actually does."

Amit Banerjee

Bidhan Nagar, Kolkata

"Health cover, an LIC policy and monthly SIPs — one person for all three, and one number to call when I have a question. He reviews the whole thing with me once a year without me having to chase him."

Soumen Debnath

Bandel, Hooghly

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