Who We Are

About Us

Thank you for visiting our website. I am Prasenjit Santra. We specialize in Wealth Management Services and Insurance Consultancy services for all types of Insurances, such as Pension Plan, Health Insurance, Term Plan, Children education / Marriage / Securing future, Financial Planning etc.

We offer customized Wealth Solutions which help people to achieve their long term and medium term financial goals through effective financial planning. Since last 15 years, we have helped more than 700 families and individuals in retirement planning, child’s education planning, financial protection against any unforeseen events etc. We offer a wide range of plans of LIC to suit your diverse needs. Our clients include salaried, businessmen, students, professionals, housewives, government employees and retired people.

15+Years Experience
700+Families Secured
100%Trusted Advice
Our Expertise

What We Do

Comprehensive insurance and wealth solutions tailored to protect what matters most to you and your family.

Life Insurance

You take good care of your family — provide them with good food, clothing, education and the best of everything.

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Health Insurance

Health is the real wealth. No one plans to get sick or hurt, but most people require medical care at some point.

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Non-Life Insurance

Your home is your most precious asset. It takes a lot of hard work, money and years to build or buy your dream home.

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Income Protection

Earning wealth can be difficult. Preserving your wealth for long term use can be even more difficult.

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Retirement

You have lived all your life with self-respect without depending on anybody. Plan well for your retirement.

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Children's Future

As a parent, you always try to give the best of everything to your child. Good education is the best gift you can give.

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Beyond Insurance

Other Services

Smart investment avenues to help you grow and protect your wealth with confidence.

Mutual Fund
Mutual Fund

A mutual fund is a pool of money from numerous investors which is collectively invested by a professional fund manager.

Mediclaim
Mediclaim

Mediclaim is an insurance product which takes care of the expenses you incur in the event of hospitalization or domiciliary care.

Fixed Deposit
Fixed Deposit

Fixed deposit is ideal for conservative investors who don't want to take any sort of risk and are happy with steady, moderate returns.

Moments & Memories

Our Gallery

A glimpse into our journey, events and the families we have proudly served.

Appreciation

Appreciation

Appreciation

Appreciation

Watch & Learn

Videos We Recommend

Handpicked videos to help you understand insurance and investment better.

LIC Shloka
LIC CHILD PLANS
What Clients Say

Client Testimonials

Real stories from the families and individuals who trust us with their financial future.

Grow Your Investment With Us

Most people invest their money. But only few people know about the right way to invest. Investment is not just about increasing your wealth but also capital protection and reducing the risk exposure. When you partner with us for investing, we provide you 100 percent secured investment options which will not only protect your wealth but also increase your wealth and help you achieve your financial goals easily.

Power Of Compounding
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Investment Period
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Wealth Gain

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Invested

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May I Help You

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