Mudit Khanna

Insoft Financial Services

Financial Advisor

Service Location

Kolkata

Professional Licenses

None Listed

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

P-357/1/9AB, 2nd Floor, Prince Anwar Shah Road, Kolkata.

Website

https://www.insoftfinancial.in/

Client Focus & Services

Best suited for

Individuals and families seeking comprehensive financial planning guidance. Clients looking for help with investment decisions, retirement planning, tax optimization, and wealth accumulation strategies. Ideal for those at any life stage who want professional advice managing their financial future.

Problems solved

Lack of clear financial direction, uncertain investment strategy, inadequate retirement savings, inefficient tax planning, uncoordinated financial decisions, difficulty setting and achieving financial goals, confusion about insurance needs, optimizing portfolio allocations.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation which may create potential conflicts of interest.

About Mudit Khanna

Insoft Financial Services (IFS) began its journey in 1998 and has since evolved into a leading Financial Advisor in Kolkata, specializing in the Individual Financial Advisor (IFA) category. With over two decades of experience, IFS now caters to more than 700 families and 2,000 individuals across Kolkata, various cities in India, as well as NRI clients in Australia, the US, UK, UAE, and Singapore.

At IFS, a team of professionals, led by Mr. Mudit Khanna and Mr. Sandip Singhal, brings their wealth of knowledge, structured advisory processes, and innovative research capabilities to help you realize your financial goals. Both of them hold postgraduate degrees in Business Management and collectively possess 20 years of industry experience.

Being an independent advisor, IFS operates without any affiliations or ownership ties to brokerage firms, investment groups, or insurance companies, ensuring unbiased and conflict-free financial guidance. IFS takes pride in establishing long-term relationships with clients, offering continuous service support, expert advice, and 24/7 online services to cater to the needs of modern investors.

At IFS, the core belief lies in crafting personalized solutions for each client, recognizing that everyone's financial journey is unique. The team invests time in thoroughly understanding each client, their family, goals, and aspirations. This personalized approach allows IFS to provide tailored financial planning services, guiding clients throughout their investment journey.

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