Do you know the price you pay when you delay investing?
For over 25 years, Pallab Basu has helped families across India secure their future through disciplined insurance and investment planning.
Trusted Since
1997
LIC & AMFI registered
"The more you delay, the more you have to pay."
The chart shows the monthly savings you'd need to reach ₹1 Crore by age 60. Every year you wait, the cost climbs steeply. Start early, and even a small amount becomes a fortune.
Plan your ₹1 Crore goal →*Illustrative, assuming 12% annualised returns via disciplined SIP.
Complete financial care under one roof.
LIC Premium Submission
Seamless collection, submission and receipt of your LIC premiums — never miss a due date again.
Mutual Fund SIP
Goal-based mutual fund portfolios reviewed regularly for consistent long-term wealth creation.
Life Insurance Planning
Right cover, right policy, right age — protect your family with the correct LIC plan.
Retirement Planning
Design a pension corpus that keeps working after you stop, tailored to your lifestyle.
Tax Saving (80C)
Combine LIC and ELSS smartly to save tax while building wealth at the same time.
Child Future Planning
Education and marriage goals for your children mapped to inflation-adjusted milestones.
Meet Pallab Basu.
A licensed LIC agent and AMFI-registered mutual fund distributor, Pallab Basu has spent more than two decades guiding families in Kolkata and beyond towards financial security. His approach is patient, honest, and rooted in long-term thinking.
Whether you're paying your first LIC premium or planning your retirement corpus, you get a personal advisor who picks up the phone — not a call centre.
Four simple steps to peace of mind.
Discovery Call
A relaxed conversation about your goals, income and family.
Personal Plan
A written plan mapping insurance, SIPs and tax saving to your life stage.
Onboarding
Paperwork, KYC and first premium/SIP — all handled for you.
Annual Review
Your portfolio is reviewed every year to stay on track for your goals.
Trusted across generations.
Pallab da has been managing our LIC policies for 15 years. Never a missed date, always a call before due.
He started my SIP when I was 26. Today, that habit has become my biggest asset.
Honest advice, patient explanations. He never pushed a policy I didn't need.
Questions, answered.
How do I pay my LIC premium through you?+
Simply share your policy details on WhatsApp or call. Pallab will collect the premium and share the official LIC receipt with you.
How much do I need to start a mutual fund SIP?+
You can start a SIP with as little as ₹500 per month. What matters is starting early and staying consistent.
Do you charge advisory fees?+
There are no separate advisory fees for LIC or mutual fund clients. Standard trail commissions from AMCs/LIC apply.
Which cities do you serve?+
Primarily Kolkata and Howrah in person, and clients across India via phone, WhatsApp and video calls.
Start your ₹1 Crore journey today.
Share a few details and Pallab will call you back personally within 24 hours.