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Top Financial Consultant in Kolkata
We deliver accessible and cost-effective Financial and Investment Planning services. We collaborate closely with clients, understanding their unique goals, and create personalized investment plans tailored to their individual circumstances.
We specialize in constructing well-diversified portfolios tailored to individual objectives, prudently managing risk, and aiming for substantial returns above market standards.
We are a registered Financial Consultant in Kolkata. We provide Investment Advisory and Portfolio management services across Equities, Mutual Funds, and Fixed Income Products.
Start your financial journey with confidence. Our experts provide tailored guidance, helping you navigate challenges and reach your goals.
ONE STOP SOLUTION FOR ALL YOUR INVESTMENT NEEDS
And the greatest of all these is believe, faith, love & trusts & we started our journey 10 years back to empower the financial well-being with love, trust & returns
I am associated with Univesto Financial Services since 2022 at the age 70 years for investment in the share market, despite having a bad experience in the market where I suffered loss so I was a bit sceptical about starting investing again. But based on their assurance I started investing in portfolio with them and they manage my investment on my behalf and I am gaining financial return of aprx 45% on yearly basis. I am very happy by associating with them. I would suggest others to join them.
Univesto Financial Services LLP was introduced to me by a friend almost two years back in the year 2022. I was a bit hesitant at that time because I already lost a significant amount of money through similar investments elsewhere.
Nevertheless, I gave it a try and it worked magic! The hard work, dedication and wisdom of Univesto & it’s team made me not only overcome my losses in no time but also make substantial profit. I invested more later and recommended them to my friends.
They keep themselves updated about the ups and downs of the volatile market through daily comprehensive research and look into each and every profile of their clients as if they were their own.
I trust them blindfolded and give them a *5 star*.
Thank you!
I am Sudipta Chatterjee, the owner of an IT services business. In 2022, I started working with Univesto, beginning with an automated stock portfolio. Initially, I was hesitant about what might happen to my money. However, just a year later, I was astonished by the returns on my investment. The guidance I received from Univesto was excellent, and the returns generated by my portfolio exceeded the average stock market returns.
I had a fear of the stock market because many of us believe we will lose money there. Thanks to the extensive support and guidance provided by the advisors at Univesto, my experience was different. The best part is that they never make investing complicated. They make it simple for a layman like me to understand when to take action and when to step aside. The majority of the stocks performed well, and the automated portfolio surpassed my expectations.
When I compared my returns and the services I received with those of my friends who invested through other firms, I found that I was in a better position. I only work with Univesto because I believe I won’t get such exceptional service anywhere else. I’ve already recommended Univesto to my friends and highly suggest it to anyone who wants to make money and grow their wealth.
Univesto Financial Services LLP is managing my investment and they are not only giving me better returns but they always guide me to manage my money and future growth. I am getting good returns & good guidence from them and the best part is I have a personal advisor who knows about my planning and entire investment portfolio who always coordinate with me and respond me whenever I needed any information. I am very much satisfied with their service and highly recommend everyone if you want to grow your investment with a proper planning and discipline please do consult with them, they have a very good knowledgeable team.
I met Mr. Siddhartha Dutta in an international Business forum, and got to know that he is the director of Univesto Financial Services LLP where they provide wealth management & investment management services to individual & corporates, after a long discussion I found him very visionary so I thought of associated with him for a better financial journey and I started investing with them for a long term wealth creation and where I get an absolute return of 10% within 5 months. Siddhartha’s constant guidance regarding investment attracts me to do more investment. He is not only helping me to save my money for a wealthy future but also showing the path to be rich while I am sleeping, travelling, doing my business and giving time to family & friends. I am leaving a worry-free life because of peaceful investment which I have done under the guidance of him and the most importantly Univesto Financial Services LLP has a very professional team who are always very helpful towards their clients requirements and guiding them in every aspect of investments. I am highly recommend Univesto Financial Services LLP for your wealth management and investments management.