We made the investment reports very easy through Mutual fund software for distributors, all the key data you can view in a glance. We provide best financial management platform in India to advisors.
To be a trustworthy name in the Financial Market space by providing need based and customized financial solutions to enhance customers Value Proposition and Satisfaction
‘Customers First’, ‘Ethics’ and ‘Integrity’ are the corner stone of our organisation.
“Treasure Peak” aspires not only to multiply
Customers Wealth, but also guide them by taking informed investment decisions carefully,
diligently by navigating through turbulent market conditions keeping in mind their long-term
goals and objectives.
For us Business is merely a by-product of customer satisfaction and nothing else...
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The Paperless Platform we provide it is Absolutely Free. There is no Annual Maintenance Charge and No hidden Cost
We assure Pro-active Services and Dedicated Expert Relationship Manager who will guide you through out your journey towards financial Goals.
Secured Cloud Base Server and SSL Certified Website & Additional We use 1028 bit SSL
Multiple Accounts and Mode of Holding – Single Login & Password
Track all your Investments like Mutual Funds, Equity, Bank FD, RD, NSC, MIS, NCD, Bonds and Insurance Portfolio under single login EVEN NOT INVESTED THROUGH US. Also get automatic renewal alerts well in advance
We review your portfolio 24*7 irrespective of market turbulence through proactive course correction towards your Financial Goal.
We shall be stand by at the time of any unfortunate event happen to you and your family. Our expert would handhold so that you or your family can stay away from additional anxiety.
We made the investment reports very easy through Mutual fund software for distributors, all the key data you can view in a glance. We provide best financial management platform in India to advisors.
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
Invest in well researched cherry-picked perfectly balanced portfolio.
Download all mutual fund related forms like Mutual fund, SIP, SWP, STP and Others and make it useful in your way.
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A calculative online financial calculator launched with the advance feature, which helps to calculate the critical financial calculations.
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In this section you can check India Notes Stock Prices, Live Ticke, Fund Performance, Commodities Quotes, Live Indices Quotes & market news.
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Invest your money in mutual fund you can buy mutual fund online within five minutes without facing any hurdle.
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It’s time to become advance and pay some attention towards your risk profile, because risk is the important and significant factor of the money market.
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How is your financial condition? Are you financially healthy or not? Here's the way to check your financial fitness lets know how your financial condition.
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Build your investment with paying the little amount of money on the particular times as a premium, and make a secure investment for your Insurance.
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In useful links section you can check about - Check Your KYC , NSE , BSE , AMFI , SEBI , RBI , IRDA , FPSBI , AMFI etc
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Our Expert Mentors will be in touch with you to understand your challenges and aspirations Once you are satisfied with our resolution, Embark on your way to financial freedom...
We do not stop here; In fact, our job begins from here
We start monitoring your portfolio and take steps to ensure that your aspirations are full filled.
Doctor at R.N Tagore Hospital, Kolkata.
I have been associated with *Mr. Sukhen Debnath* for almost 10 years. He is my investment consultant. I find him very professional and knowledgeable when making new investments. He updates us regularly with the market situation and provide us timely advice. I am happy to recommend him.
Principal Consultant at TCS - Kolkata
Have known Sukhen (Debnath) since 2010. He has taught me the basics of investment before even asking me to do business with him. All his services are highly personalised. He has always understood my behaviour, potential and circumstances before finalising the portfolio. So far I am highly satisfied with his services and personal touch. Wish him all the best in his new endeavour.
Consultant @ ITI DATA, Pune
In need of a professional who will customize your investment-plan with that
personal touch ? ... look no further!
I have known Sukhen since 2006. I should be
one of his oldest clients.
He believes in spending a lot of time in understanding
the background of his clients to come-up with a plan that you cannot deny.
Finance
and Investments can sometimes be Hebrew to many like me but I know I can reach out to
Sukhen at any point in the day to understand every bit of it - and he obliges!
Very
hard-working and tenacious. Happy to see him expand his reach - Wish him all the very
best!
