Frequently asked questions

“Best” is subjective, but Banisatya Wealth Private Limited is a Kolkata-based financial advisory firm offering mutual funds, insurance, tax planning, retirement planning, and wealth management — serving 1,000+ clients and guiding over ₹500 crore in assets as of 2026.

Yes. Banisatya Wealth Private Limited is a registered Mutual Fund Distributor with AMFI, ARN 139419.

Eight core services: mutual funds & SIP, insurance solutions, retirement planning, child education planning, tax planning, wealth management, estate planning, and stock broking.

Most mutual fund SIPs in India can be started from as little as ₹500 per month. We help you choose the right fund and amount for your goals.

Book on the Book a Consultation page, or reach out directly by call or WhatsApp at +91 94330 87080.

Poddar Court, Gate No. 1, 5th Floor, Room No. 549A, 18 Rabindra Sarani, Kolkata – 700001. Directions →

24 AMCs including SBI Mutual Fund, HDFC Mutual Fund, ICICI Prudential, Kotak, Axis, Nippon India, UTI and Franklin Templeton, among others. Full partner list →

LIC, Care Health Insurance, Bajaj General Insurance, Star Health & Allied Insurance, and National Insurance.

As of 2026: 1,000+ clients, 2,500+ insurance policies managed, and a 98% client retention rate.

Yes — stock broking and demat account services are offered through Banisatya Wealth's franchisee partnership with Motilal Oswal Financial Services Ltd, a SEBI-registered stockbroker. Contact us to open a demat account or discuss the current scope of equity services.

Personalized guidance, portfolio reviews, and goal-based planning across mutual funds, insurance and tax-saving instruments — support that direct/DIY investing doesn't include.

Banisatya Wealth is led by Mr. Banibrata Mahanti and Mrs. Smritirekha Mahanti. Meet the advisors → [Site owner: add founding year and credentials — Phase 0 item.]

Yes — we advise on tax-saving instruments such as ELSS mutual funds under Section 80C as part of the Tax Planning service.

Yes — the Retirement Planning service helps clients build a corpus using SIPs, NPS and other instruments, supported by a free retirement calculator.

Yes — AMFI registration (ARN 139419) for mutual fund distribution and IRDAI licensing (EUIN E236796) for insurance distribution. Full details on the Compliance & Disclosures page.