MC Financial Services

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Summary

The company positions itself as an integrated, "social-nature" service provider that minimizes investor tension through proactive portfolio tracking and prompt, personal guidance. They are primarily associated with major Asset Management Companies (AMCs) to provide diverse mutual fund investment options. Backed by a portfolio consisting of over 1,500 happy families and nearly ₹400 Crores in Mutual Fund Assets Under Management (AUM), they offer both digital tools (like goal calculators and SIP planners) and direct doorstep advisory services across Kolkata.

Description

MC Financial Services is an AMFI-registered mutual fund distribution and financial planning firm based in Kolkata, India. Led by Manishankar Chatterjee, the firm has over 18 years of experience helping individuals and families with wealth creation, portfolio management, tax advisory, and risk management. Their core operational philosophy centers on utilizing the power of compounding through Systematic Investment Plans (SIPs) to secure long-term life objectives such as retirement, higher education, and wedding planning.

Amenities

  • Store Service
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