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Welcon Financials Pvt Ltd logo

Welcon Financials Pvt Ltd

Verified Intel

dream. plan. achieve.

welcon financials is a new generation enterprise free from legacy mindset, that strives to create win-win situation in both short and long term objectives. through its newage business model and cutting-edge technology, it enhances the financial wellbeing of the whole ecosystem: for household and business entities directly, and for intermediaries and financial institutions indirectly. we follow a four step process of financial planning - risk profiling, goal planning, portfolio structuring and portfolio tracking. we use a wide range of products to achieve the financial goals of our clients including mutual funds, insurance, stocks, fixed deposits, retirement solutions, etc.

Primary SectorFinancial Services
Workforce Size51-200 Employees
Global HQKolkata, India
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
2015
Employee Bracket
51-200
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
2 raja subodh mullick square road
City
Kolkata
Region / State
west bengal
Postal Code
700013
Country
India

Core Competencies & Specialties

Synthesized domain expertise tags

Financial AdvisorsWealth ManagementTaxationInsuranceMotor InsuranceHealth InsuranceTerm InsuranceMutual FundBest Tax Saving SchemesPolicy AdvisersPortfolio Management ServicesAnnuity And Pension ProductsWealth CreationTax FilingNational InsuranceBest Customer SupportCertified Financial PlannerInvestment In Diversified PortfolioLiquid FundAlternative Investment FundsInvestment In International SecuritiesEstate PlanningDirect EquityBest Client ServicingInvestor ServicesFinance StrategyFinance Product DistributorFinancial LiteracyStock MarketFinancial Plan For Long-term GoalsCash Flow

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainwelfin.in
Visit Site
LinkedIn Network588 Followers
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