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STARTING IN 1992, WE AT YOUR NAME, KEEP YOU AND YOUR GOALS AS OUR MAIN PRIORITY

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I am Your Name and I started my career as LIC agent 28 years ago. It is a service-oriented job.
 
With a unique approach to risk & asset management, over the last decade, we have grown from strength to strength and broadened our horizons by adding various investment avenues, platforms, products, and services to our set of offerings.

To be an instrument that would help our clients catapult to Financial Freedom and setup exceptional standards of excellence in the world of Financial Planning

Since 2015, I am working as a Financial Consultant.

We at Your Name, Keep You and Your goals as Our priority. Not only the fulfillment of Your goals is our responsibility, but we also make sure that this entire journey of Making wealth becomes a safe & happy journey for you.

We have evolved ourselves as an eminent financial planning firm that is trusted for their professional competence, relied on for their unbiased & quality advisory.

At Your Name, our mission is to use the Biblical Principles of Financial Planning to provide a superior quality of advice to maintain Financial Stability and Freedom to all our clients.......With ethical advisors and modern technology, help our investors take charge of their Financial Future.

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Visit our agency or simply send us an email anytime you want. If you have any questions, please feel free to contact us.

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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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