Anjali Investments was established in 1997 by Mr. Sajal Roy ICWAI ,MBA(F) and has got an experience of handling varied client base across a wide spectrum of activities including Corporate, Co-Operative Banks, Business Owners, Professionals, NRIs and Senior Management across MNCs. The company has won various awards from different Asset Management Companies over the years. After almost two decades of services we have grown to become one of the largest and most trusted in investment and financial consultants in the Eastern Region with Asset Under Management of more than Rs.325
Anjali Investments has won the prestigious "CNBC best Financial Advisor Award for Mega city East consecutively for three years 2013-14 , 2014-15 and 2015-16.
The company has also won the Wealth Forum Platinum Circle Award for Business Growth Champion and Distributor of the Year (East Metros) for 2013-14.
Anjali Investments has been awarded the Most Promising Brand for Wealth Management Services in West Bengal for the Year 2016 in Leaders Awards for Business Excellence in India.
Founded 20 years back as a small unit, we started with a vision of providing customers benefit. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled us to blossom into a leader in Financial Services in Eastern India.
Today we are a well diversified financial services firm offering a range of financial products and services such as Wealth Management, Online Share Trading, and Life Insurance & General Insurance and also servicing Company Deposit and Fixed Deposit.
We have a diversified client base that includes Urban Customers, Rural Investors, SME and Corporate Clients. We are based out from Kolkata and as of March 31st, 2017 we have 26000 registered folios.
Our customers from across the region including customer outside of Kolkata gets round the clock services from our dedicated team and through our active Investor Login Website “ WWW.ANJALIINVESTMENT.COM and Mobile App (Anjali Investments) also. We are the only Distribution house in kolkata who is publishing daily NAV and Weekly performance report in Local News Paper (DainikPratidin). We have done Investor AwarnessProgrammes with Ananda Bazar Patrika. Articles on wealth creation are published in other Bengali dailies and Gujrati weekly magazine. Mr. Sajal Roy has appeared as a panelist in many conferences including ET Now and has participated in budget analysis on television.
Our Core Purpose is to be well respected and preferred service provider for our valued customers. We are associated with the best of the Asset Management Companies in the business and providing round the clock feedback for our customers. At present we are offering services likes of:-
- Mutual Fund “
On the ethics of Diversification, Professional Money Management, Liquidity and Affordability we are one of the best in the business in the Mutual Fund Industry. We offer our support on the need of the customers and the performance of the fund. Duration management and risk management are of prime importance while taking investment decisions, especially in mutual funds. We believe that if duration and risks are managed properly, superior returns will automatically follow. Keeping clients™ investment preference & the tenure in mind, we recommend the right kind of products which are researched and evaluated on various parameters like risk, liquidity and consistency of performance, size of fund, style of fund management etc.
- Equity Broking -
We not only provides you on On-line Share Trading through NSE / BSE but also provide you an expert consultancy for the right time to invest & sell. We are authorized agent for Consortium Securities (P) Ltd. - A member of National Stock Exchange of India. We not only advice you tips of buying stocks but we also tells you when to do it and also provide you the knowledge for sell at the right time.
- Insurance -
As a professional our philosophy is tolisten to each client and learn what is unique and what is important. To use our expertise and broad range of insurance company options to match the insurance buyer with the company that best meets his or her needs. Provide ongoing policy, claim, and loss control services that respond promptly and accurately on demand. We provide both Life and General Insurance Cover. We provide you with living benefits for insurance cover; we take care of you and your dear family members.
- We also provide Services for Govt. Of India Savings Bond, Company Fixed Deposit & Housing Loan (HDFC LTD).