dream. plan. achieve.
Financial Services
Kolkata, west bengal
Founded in 2015
51-200 employees
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.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- 2015
- Employee Range
- 51-200
- Revenue Range
- Not available
Location
- Address
- 2 raja subodh mullick square road
- City
- Kolkata
- Region
- west bengal
- Postal Code
- 700013
- Country
- India
Specialties
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
Web Presence
Websitewelfin.in
LinkedIn588 followers
