SG Phygital
Wealth Management & Consultants (fundit)
Invest Money ₹ Secure Wealth
About Us
Planning Futures
Since 2023, we have helped
create programs and portfolios to meet long-term financial goals. Have
questions about investments,
taxes, retirement, and/or future planning? One of our credentialed
professionals would be glad
to help
A Proven Approach
We start by clarifying our
fee structure and explaining the different ways we can help. Then we analyse
your goals and compare them
to your current portfolio. Then we recommend an investment strategy
designed to meet your risk
tolerance
Why Us?
Our team is comprised of
people with different kinds of finance experience, but we all have this in
common ‑ a
commitment to ethics and integrity. Were all fully licensed and credentialed.
And you can
count on unbiased
recommendations and impartial guidance
Services
Mutual Fund Investment Advisory | Insurance
Advisory (General, Life & Health) |
Corporate Bonds | NBFC Fixed Deposits | Estate
Planning | Loans (Personal, Business, Vehicle & Home) |
Credit Cards | NPS | AIF | Portfolio
Management Services | Stock Broking |
All types of consultancy services (Job,
Health, Process management, Design development,
Manufacturing, Complaints resolution, Travel
bookings [Rail / Bus / Airplane],
Online form fill up,
Online services etc.)
Frequently Asked Questions
Please contact us if you cannot find an answer
to your question
Why should I make a financial plan?
Financial plans allow you to prepare for
things like your child's education, your retirement, or
big/unexpected
life changes
What should a financial plan include?
It should start with your goals and
objectives, and from there we will build an investment portfolio,
retirement
and tax planning, as well as insurance needs
How
often should I update my financial plan?
You
should meet with us to review your plans every three years, or before any major
life transition
Contact Us
It is never too early to get
started on your investment plans. Tell us more about your goals, and we will
get
you started on a plan to
achieve them
SG Phygital Wealth Management &
Consultants (fundit)
Registered & Corporate Office:
A1 Neer Apartments, 205 Indira Gandhi Road, Konnagar, Hooghly,
West Bengal 712235
Phone: +91
9444357195
Email:
services@sgphygital.in / sgphygital@gmail.com
GSTIN: 19AKVPG1776A1ZZ
Contact
Person:
Sankha Ganguly
Individual Financial Advisor | Lean Six Sigma Black Belt Certified Process,
Product & Design Consultant
ARN-276348
Business
Hours:
Monday Friday: 10 am to 2 pm & 6 pm to 8
pm
Saturday: 10 am to 2 pm
Sunday: Closed
Closed on all Public holidays
Mutual Fund Business Partners (Empanelled
Distributor):
Insurance (POSP) Partner:
Credit Card & Personal Loan DSA:
Message us over WhatsApp Business:
Find us on Maps:
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