Welcome To Our Website
Shanker Singh insurance and finance consultant is a well known name for insurance and investment consultancy. Over the years company have steadily grown and have added up many services in the field of insurance, investment and finance.
Our Company started with insurance and as on date ranks among-st the Kolkata's top insurance consultants. We are representing top institutions like LIFE INSURANCE CORPORATION OF INDIA (LIC of India) and THE NEW INDIA ASSURANCE CO. LTD. We deal with life insurance, non life insurance and health insurance. As to investment and financial services, we deal with all mutual funds, bank investments, etc. We also provide other facilities such as hoarding loans, project loans(above 10 cr.)Etc.
Over the years, we have not only dealing with the needs of top class individuals for their needs and investment but also worked side by side with big corporate also those are requiring specialized services in insurance. We have provided them with the smallest of services related to insurance like selection of correct product for themselves and their families and employees to make highly skilled services like insurance audits liability hedging periodic reviews, training of their staff and setting up of insurance departments etc.
We do this by constantly upgrading our knowledge and skills by attending various workshops and seminars worldwide.
We Believe In Giving The Best Of The Services To Our Clients At The Right Time , Right Price, Right Product And Help Them Stay Ahead Of All Times……
Quality Service Is The Essence Of Our Business. To Establish, Manage And Provide Excellent Insurance, Financial And Investment Planning To All Sections Of The Society Through A Well Defined, Organized Structure.
Being Acknowledge Based Organization To Serve The Mankind In Particular To Improve The Standard Of Living Through Life Health And General Insurance And Other Investment Portfolios.
To Stay Ahead Of Times And Provide Excellent Service In The Field Of Insurance And Investments Of Finance To All Sectors. Mediclaim And Large Scale Business House Industries And Individuals Globally Provide Solutions Which Are Not Only Practical Best Suited But Also Cost Effective, Flexible ,Easily Available And Custom Made Especially To Cater Their Specific Needs.
In our clients growth and success Lays ours………..
With our skills, knowledge, technology, we shall work for success of our clients.
WHAT IS FINANCIAL
Financial Planning is a process that helps you to achieve your financial goals and realise your dreams.
WHY DO YOU NEED A FINANCIAL PLAN
To take charge of your financial life by making a better job of your spending, saving, investing and managing risks in life
WHAT ARE COMMON MISTAKES IN FINANCIAL PLANNING
Waiting for money crisis to start planning
According Low priority for managing personal finance
Not setting measurable goals and Confusing plan with products
All About Shanker Singh
We Specialize in Your Financial Security Needs
Shanker Singh has been successfully meeting the needs of customers since 1996. We’ve grown our agency from the ground up, and we’ve accumulated years of experience to ensure our clients’ Financial security and safety.
As a full-service agency built on the foundation of customer loyalty and trust, our aim is to develop long-term relationships with our clients so that we can provide them with the support and guidance they need. We are committed to bringing you peace of mind by offering quality products and personalized service, helping you achieve your goals.
Why Choose Us?
Free Financial Quote
We Ensure You’re Fully Protected
Fast Response Time
Going Above and Beyond
Clients first approach and their interest kept uppermost in mind that provides the comfort of maximum security to the clients
General Liability Policies
What Really Matters to Us
Professional with proven integrity and honesty.
Updated with the latest developments in financial markets
We Are Experts In
Savings & Investments Plan
Savings and Investment Plans help you save ample amounts with the help of regular investments after taking into account your specific financial situation and future needs.
Family Insurance Plans
Shanker Singh provides a variety of life insurance plans and policies to meet each individual’s & family's insurance needs and requirements. We provide different insurance products for needs like Protection, Savings & Investments,
Health Insurance Planning
Buying a health insurance policy for yourself and your family is important because medical care is expensive, especially in the private sector. Hospitalisation can burn a hole in your pocket and derail your finances.
There are two components to retirement income planning: Personal Planning and Financial Planning. Personal planning is important because it is the determining factor of your satisfaction with your retirement lifestyle.
Financial planning is crucial because it identifies your sources of income and expenses and establishes your retirement budget, based on your personal plan.
Children's Education Planning
It is the one of the most important goals of each and every parent. Parents dream of their children of having a good career and wish them to settle well. The educational expenses are rising every year more so the higher education abroad. Therefore there is a need for proper planning for children’s future. It is necessary to start planning early and investing regularly in building the required corpus.
Income Tax Planning
Govt. Provides tax incentives for various categories of savings, investments, expenses and borrowings. Tax planning ensures optimization of the tax saving strategy so that efficiency in tax planning is achieved.
OUR CORE SERVICES
We build features that you need
OUR CORE SERVICES
We build strategies that you need
360° FINANCIAL PLANNING
Designing the best personalized financial strategies using AI.
Analytical platform for unbiased and automated investment strategizing.
Behavioral analysis using AI and high data to get your ideal risk profile.
Analytical meeting for allocation and optimization of your wealth.
Qualified Tax planner with best tax saving approaches.
Equity , Debt & Stock Portfolio
“Kaustav Kundu is by far the finest team that I have ever worked with.”
“Your company has provided consistent, high quality, Financial Consultancy support during the exponential growth we have experienced over the past four years.”
“A friend referred your company to me as one that would combine experience, quality and value into an affordable investment idea's. Kaustav Kundu has exceeded my expectations in all those areas.”
It’s been a pleasure to work with you guys. You guys have a great grasp in the field and have been a strong advisor. I finally I have confidence that my wealth & health is in good hands.