Banisatya WealthMutual Funds & SIP planning in Kolkata
Goal-based mutual fund investing through SIPs and lump-sum investments — selected from 24+ AMC partners, matched to your goals and risk profile, and reviewed regularly.
Book a free consultation with Banisatya Wealth (call/WhatsApp +91 94330 87080). Most mutual fund SIPs in India can be started from as little as ₹500 per month; we help you complete KYC, choose funds matched to your goals, and set up the SIP — typically within a few working days.
Try the free SIP calculator to see what a monthly amount could grow to — then bring your goal to the consultation.
How we help
Fund selection across 24+ AMCs
SBI, HDFC, ICICI Prudential, Kotak, Axis, Nippon India and more — chosen for your goal and horizon, not for what's fashionable.
SIPs mapped to real goals
A house down-payment, a child's education, retirement — each goal gets its own SIP amount, horizon and review plan.
Regular portfolio reviews
Scheduled reviews with rebalancing suggestions — so your portfolio tracks your goals, not last year's decisions.
End-to-end assistance
KYC, folio setup, nominee registration, switches and redemptions — handled with you, step by step.
Tax-efficient structuring
ELSS for Section 80C, and holding-period awareness for capital gains — coordinated with our tax planning service.
Clear about how we're paid
We distribute Regular Plans, which pay us a commission from the AMC — disclosed plainly, always.
How it works
Free consultation
A 30-minute conversation — in person at Poddar Court, on a call, or on WhatsApp — to understand your goals, income, existing investments and risk comfort.
A written, goal-based plan
We map each goal to specific instruments and amounts, explain why each is suggested, and show illustrative projections — nothing is guaranteed, and we say so.
Regular reviews, lifetime support
Portfolio reviews on a fixed cadence, rebalancing suggestions when life or markets change, and quick claim/paperwork assistance whenever you need it.
Frequently asked
What is the minimum amount needed to start a SIP?
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.
Which mutual fund companies does Banisatya Wealth work with?
24+ AMCs including SBI Mutual Fund, HDFC Mutual Fund, ICICI Prudential, Kotak, Axis, Nippon India, UTI and Franklin Templeton, among others. See all partners →
What is the difference between working with an advisor and investing directly?
Personalized guidance, portfolio reviews and goal-based planning across mutual funds, insurance and tax-saving instruments — support that direct/DIY investing doesn't include. Note: we distribute Regular Plans, which involve distributor commission; Direct Plans are available separately with a different expense structure.
Please note that the schemes recommended are of Regular Plans, which involve payment of commission to the distributor by the Asset Management Company. Direct Plans of the same schemes are also available with a different expense structure.
AMFI-registered Mutual Fund Distributor. ARN: 139419.
Let's grow wealth together.
Book a free consultation to discuss your goals — mutual funds, insurance, tax, retirement and more. No fees, no obligation.
Book a Free Consultation →Or call / WhatsApp +91 94330 87080 · Poddar Court, Kolkata