AMFI-Registered Mutual Fund Distributor
Welcome To
Momentum Financial Consultancy
Momentum Financial Consultancy was established in 2012 with a vision to empower individuals and businesses with smart, strategic financial solutions. Over the years, we have evolved into a trusted name in the financial services industry, offering a comprehensive suite of services that help our clients Plan, Execute, and Manage their financial goals with confidence.
With over 13 years of industry expertise, our team has proudly served 10,000+ satisfied clients, including professionals, entrepreneurs, and international investors. Our holistic approach combines deep market knowledge, innovative strategies, and personalized consulting to help our clients build wealth, secure their future, and achieve financial freedom
Product Basket
Mutual Fund
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A mutual fund is a professionally managed investment that pools money from multiple investors, either retail or institutional, to purchase securities. It offers economies of scale, diversification, liquidity, and is managed by professional investors. Other types of mutual funds include Equity, ELSS, Debt, and Small Cap Funds.
Equity and ETFS
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Equities and ETFs provide different investment opportunities, with equities representing direct ownership in a company and ETFs offering a diversified approach. Direct equity involves buying and selling shares, aiming to profit from rising share prices and dividend distribution. Active management and thorough research are crucial for successful investments.
NPS
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The National Pension System (NPS) is a government-backed retirement savings scheme that offers regular contributions, investment choices, professional management by experienced fund managers, and regular pension income through the purchase of annuities, providing a financial stability for future generations.
Loan Against Mutual Funds
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Insurance
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Insurance is more than just a policy; it offers protection, peace of mind, and financial security. We offer life, health, term, child, retirement, and ULIPs & endowment plans to help you choose the right solutions for your unique needs, ensuring your family's future, health, and assets are protected.
GIVE SHAPE TO YOUR INVESTMENTS
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren’t one size fits all, because everyone has different priorities. However, if you don’t set your financial goals, you’ll probably be left wondering where all your money went. Importance of Setting Goals.
Testimonials
We’re grateful to have earned the trust of our clients, and their kind words keep us motivated every day. From praising our timely service to appreciating our commitment to quality, their reviews reflect the heart of our business
Manish Jain
CA Kolkata
Sumanta Chakraborty
IT Head TCS UK
Anirban Bose
Sisco National Head Mumbai
Arindam Mitra
Ex Navy Chief Officer Kolkata
Kaushik Roy
Business Owner
Dalia Chakraborty
Retired Canara Bank Manager
Ramesh Gupta
Retired Sr Defence Officer
Gitodhara Paul
Women Entrepreneur IT
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