About Us

Adhya invest Mantra, Financial Planning, and One stop Insurance & Investment Solution with objective of providing services to the investors for the best investment and insurance option that suit for them and help them to achieve their financial life goals. We believe that only a high-quality of professional financial planning and through our transparent, unbiased expert services can achieved the clients the best in class, in Investment, Insurance, Retirement, Estate Planning Solutions. We listen to our clients carefully and try to understand their immediate needs and long-term financial goals, we then apply our extensive market knowledge and expertise to provide the level best advice that our clients can trust. We are able to manage more than 1000 satisfied investors, 200 happy investor families over 30 years. Therefore, we are offering a holistic approach in managing and protecting our client’s financial wealth.

Our Leadership

Mr. Pradip Adhya, CFP®
Mr. Partha Pratim Adhya, MFD

and team engaged in Insurance product and other financial Investment product like Mutual Fund, Postal Savings Deposit Scheme, Corporate FD, Bonds, PMS, NPS, Sovereign Gold Bond (SGB), and Direct Equity.

Products & Portfolios

  • Mutual Funds
  • Sovereign Gold Bonds (SGB)
  • Corporate FD & Bonds
  • Direct Equity
  • Postal Savings Schemes
  • NPS & PMS
  • Health & Family Protection
  • Retirement Planning