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Elevate your financial future with expert guidance.

At Sanjib Roy Financial Advisory, we craft tailored strategies to grow and protect your wealth. Together, let's build your roadmap to financial success today.

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About Me

Starting my career in financial services in 2004, I have always been a dedicated learner, constantly improving my knowledge and skills.

My passion is to provide the best possible service to my clients, helping them achieve their financial goals with trust and reliability.

20+ Years of Experience
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MOST TRUSTED FINANCIAL SERVICE PROVIDER 

Confidently achieve your most important life goals and feel proud

of your journey with our support

Our Achievements so far 

20+ Years Experience

4500 + Clients

100 + Awards

2200+ Claims Settled

25 + International Awards

13 times MDRT 

8 Times COT

5 Times Corporate Club 

Cover Every Aspect of Your Insurance Needs

HEALTH INSURANCE

Your Health is Unique, We’ll Personalize a Plan for You!

CAR INSURANCE

Your Health is Unique, We’ll Personalize a Plan for You!

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LIFE INSURANCE

Protect the Future of Your Loved Ones With a Life Insurance Policy.

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HOME INSURANCE

Let us Find the Right Dental Plan at the Right Price.

TRAVEL INSURANCE

Your Health is Unique, We’ll Personalize a Plan for You!

Create Prosperity
Step by Step with SIP

Mutual funds offer a diversified investment option where your money is pooled with other investors to invest in a variety of securities, reducing risk. Systematic Investment Plans (SIPs) allow you to invest small amounts regularly in mutual funds, helping to build wealth over time with the power of compounding.

Equity SIPs

Invests in equity mutual funds, which primarily allocate money to stocks. These are ideal for long-term wealth creation but come with higher risks due to market volatility.

SIP Calculator

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Review your options with us.

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Get the coverage you need.

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Thank you for visiting my website.

I’m Sanjib Roy, an MDRT-USA lifetime membership achiever, an 8-time COT-USA qualifier (The Premier Association of Financial Professionals), and a 5-time Corporate Club Qualifier.

I specialize in Wealth Management and Family Welfare Consultancy Services. With over 15 years of experience, we are well-equipped to guide you in selecting the right investments to help you achieve your financial goals.

Our diverse client base includes salaried individuals, business owners, students, professionals, homemakers, government employees, and retirees. Our mission is to provide each client with a solid, actionable plan for a secure future.

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