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finansols17@gmail.com, finansols17@rediffmail.com Email

About Us

Finansols is all about financial solutions and about designing portfolios tailor-made to suit the needs and requirements of individuals and firms hence the tag line Designing Financial Solutions . The sole objective of the concern is to provide solutions to its clients and help them reach their desired goals . Given below is the brief profile of the person in charge of the concern

Satyajit Nag having a total experience of more than 20 years and a rich experience of  more than 17 years in Financial Planning and Wealth Management, handling portfolios of Individuals, HUF's, Firms, Corporates, including HNI and UHNI clients in ICICI Securities Ltd. and Aditya Birla Wealth Management. Following the process of Goal Setting, Financial Planning, Asset Allocation, Risk Management and other tools in managing wealth of individuals and firms.

 

 

 

Also conducting Investor Awareness Programs as per SEBI guidelines with the help of different Asset Management Companies to impart knowledge and awareness about financial markets and products to investors.

 

 

 

He has a Bachelors degree in Science (BSc) from Allahabad University and Masters in Business Administration (MBA) from Lucknow University and other mandatory certifications of NISM to distribute different financial products.

 


Currently dealing in

 

  1. Equity Shares,

  2. Mutual Funds,

  3. Fixed Deposits,

  4. Bonds,

  5. Portfolio Management Services,

  6. Private Equity,

  7. Alternate Investment Funds,

  8. Real Estate Investment Trust,

  9. Structured Products, 

  10. Life Insurance,

  11. Health Insurance,

  12. General Insurance,

  13. Real Estate,

  14. Estate Planning,

  15. Will Drafting 

  16. Home Loans

  17. SME Loans

  18. Loan against Property

  19. Loan against Shares/ MF's/ FD's/ Bonds

  20. Other Loans

  21. IPO Funding and other Financial needs and products.