Best financial Consultancy in Kolkata offering financial advisory services on loan, insurance, tax filing, business registration and other financial services.
My Advisers: Financial Consultancy in Kolkata
We are an authorized financial consultancy firm in Kolkata offering financial advisory services in PAN India. Our strength is the trust of our customers for last 9 years. We have no charges for offering financial consulting services because we get referral commission from our affiliated financial service providers. You can trust us no doubtly and cross check our founder’s name: Mr. Biswajit Barman and authorisation certificates with the financial service provider companies.
My Advisers: Services Offered
We are the authorised financial consultant since 2017, affiliated with the top banks, insurance companies and NBFCs in India and serve thousands of financial customers all over India. We mainly deal with loan application services, credit card application, life insurance policies, income tax filing services, and business registration services. Check all the financial services offered by My Advisers.
| Services | Eligibility | Check Details |
|---|---|---|
| Credit Card | Salaried or self-employed individuals with stable income and valid KYC documents. | Compare cards, benefits, eligibility and apply online with expert guidance. |
| Tax Filing | Individuals, freelancers, professionals and business owners with taxable income. | ITR filing support, tax-saving guidance and compliance assistance. |
| Loan Application | Applicants with regular income, good credit score and required financial documents. | Apply for personal, business or home loans with multiple lender options. |
| Insurance Policy | Individuals, families and businesses seeking financial protection coverage. | Health, life, motor and business insurance comparison and advisory. |
| Business Registration | Entrepreneurs and startups looking to legally register their business in India. | GST, MSME, Startup India, Pvt Ltd, LLP and other registrations. |
| Business Promotion | Startups, professionals and businesses aiming to grow their online presence. | Digital marketing, lead generation and online visibility services. |
A. Loan Application
Our most dealing financial services is loan application. We have four types loan services like personal loan, business loan, home loan and mortgage loan. Check list of popular lenders authorized by the Reserve Bank of India.
1. Personal Loan
Personal Loan is available for salaried employees only, having service experience of atleast 2 years in any private companies or in government sector. Customer’s minimum in-hand monthly net salary must be atleast Rs. 15000 after all deductions.
2. Business Loan
Business Loan is available for business professionals whose minimum monthly average balance is approximately above 2 lakhs and monthly transaction should be above 5 lakhs. Customer must provide supporting business documents along with personal KYC documents.
3. Home Loan
Home Loan is for both salaried employees and business professionals. Customer should have solid monthly income atleast 50k, good cibil score atleast 750, residential property documents, house building plan estimate, 3 years of income tax return filings, and co applicant KYC documents.
4. Mortgage Loan
Mortgage Loan or Loan Against Property is the another type of secured loan. Both salaried employees and business professionals can apply for Mortgage Loan keeping their property as mortgage or collateral. Property valuation certificate is also required. Higher Loan amount and long repayment term is available for Loan Against Property.
Here is the basic required documents for any loan application. Pan Card, Aadhar Card, Bank Statements, Income Tax Return Filings, Co Applicant KYC documents and Contact Details like mobile number and email id.
Salary Slips of last 3 months for Personal Loan.
Trade Licence and GST Return Filing for Business Loan.
House building plan estimate for Home Loan.
Property documents for Loan Against Property.
B. Insurance Policy
We offer various insurance policies like life insurance, health insurance and car insurance policies of the popular insurance companies in India.
1. Life Insurance
Life Insurance Policy is a must have financial security to protect your life and family. You will be protected with life cover and get death benefit of 10 times of annual premium. If you survive beyond protected terms, you will get maturity value as sum assured without any tax deduction. All life insurance policies available with our recommended life insurance agents.
2. Health Insurance
Health Insurance Policy is not an investment rather it protects your wealth from an adverse situation of huge amount of medical expenses. Whole family health expenses can be reduced with a family floater plan. You can get approximately 30 times money of annual premium to meet your medical expenses.
3. Car Insurance
Your car is a valuable asset for you. It may generate monthly income, lower your journey cost or give comfort to you. You should protect your such valuable asset from maintenance cost due to accidental damage. Unlike other insurance policies Car Insurance is compulsory in India. There are two types of car insurance: first party car insurance protect both parties including you and with whom you met an accident. Third party car insurance protect only the person who is affected by you but not covered you and your car. We suggest first party car insurance is beneficial for you.
To buy a car insurance you only need your car registration documents, your KYC documents, contact details and premium payment option using credit card, internet banking and UPI payment method.
C. Tax Filing Services
Income tax return filing is compulsory for every Indian resident individual, partnership proprietory firm, private companies and NGO whose annual income is above the limit of tax free income. It is the best practice to return annual tax filing once every year before due date whether tax free or taxable income.
- ITR 1: For salaried employees whose annual income under 50 lakhs.
- ITR 2: For Individuals who earn from Capital Gains.
- ITR 3: For sole proprietorship business and individual professionals.
- ITR 4: For Individuals and business persons whose annual income above 50 lakhs.
- ITR 5: For Firms, LLPs, AOPs, and BOIs.
- ITR 6: For All Private Limited Companies.
- ITR 7: For All charitable trusts.
We are authorised tax consultants having more than 7 years of experience in Income Tax Return Filings.
We also help SME and Private Companies to register GST and GST Return Filing.
D. Other Financial Services
We also help people register their business through MCA (Ministry of Corporate Affairs, Govt of India). A to Z business registration and annual compliance services available with My Advisers through our affiliate business registration service providers in India.
How to Apply for Financial Services
It is very easy to apply for financial services through My Advisers. Search on Google #myadvisers
- First visit our official website and open apply page.
- Fillup the apply form, select service from drop-down.
- Upload relevant documents and submit application form
- Contact us for faster processing and we will complete your application.
- We will share the status of your application as soon as possible.
Be assured with our consulting services.
You will get a call or message from our financial service providers companies.
My Advisers: Financial Advisory Service Provider
There are so many financial consultants and financial advisors in India offering financial services like loan, insurance, credit card, income tax filing and business registration services.Why should you choose My Advisers as your preferred financial consultancy partner to get any help regarding financial services and application process?
1. Transperancy
We maintain 100% transperancy for application in any financial services. We clearly express our process of application. Without valid documents no financial service available through My Advisers. We examine first the requirements of the customer and then tell what eligible documents are required to apply for required financial service. We assist customers to get the required documents properly.
2. Experience
We have more than 9 years of experience in providing financial services all over India. It should be acknowledged first that we don’t provide financial services, we only help people applying for financial services properly without any mistake. Financial services are offered and available with the service providers authorized by the various governing institutions like Reserve Bank of India (For supervising on Banks and NBFCs), Insurance Regulatory and Development Authority of India (for the management of all insurance companies), Security Exchange Board of India (for the management of Stock Market and Mutual Funds), and other authorized financial institutions of India like Income Tax Department, Goods and Services Tax Department, Ministry of Corporate Affairs, etc.
3. Support
My Advisers not only help in the application process but after successful application and after receiving financial services we always serve our customers 24*7 for better customer satisfaction and smooth experience. You can contact us on social media like Facebook Page, Linkedin Page, X Handle, Instagram Profile, Telegram Group, WhatsApp Group and Official Website of My Advisers. Our support team will get back to you as soon as possible with the proper solution.
4. Free Services
Already said earlier that all our financial consultancy services are totally free of cost. It is our great pleasure if you feel comfortable with our services for you. We are nothing but your trust for our services. All our effort is to provide better services on behalf of our financial partners. We get commission for providing financial services from our affiliated partners. Don’t give any money to anyone for any financial services because it is your right to get the best service if you are eligible and if you have proper documents to get that financial service.
Partners of My Advisers
My Advisers working on behalf of their financial service providers, filing gap between customers and financial partners providing expertise financial advisory services, exploring as the best financial consultancy in Kolkata through your support.
My Advisers is always open for brand collaboration and inviting financial consultants to work with us as the commission based financial advisor.
Contact Us Today
Let’s serve you better as per your request for financial services. You just need to contact us , explain your requirements, submit essential documents and rest is our duty to find the best solution for you.
We are also looking for financial consultants and advisors to work with us. We don’t provide any fixed salary but we provide attractive commission for successful lead generation.
We also provide cashback rewards for our potential customers. Customers must apply for more than three financial services, follow us on social media and leave their valuable reviews or feedback.
Follow us on social media. Help us reach more people like you. All your reviews and feedback are always welcome. Thank you for choosing our services.