Leadership

CMA Ronojit Gupta

Confi is a Charter/Industry Member Of Financial Planning Standards Board India. It is the brainchild of CMA Ronojit Gupta CERTIFIED FINANCIAL PLANNER, a respected distributor in financial services with varied experience in working with blue chip organizations and dealing with high-end financial products.

He graduated from Calcutta University with B.Com.(Hons)and became a Cost Accountant from Institute of Cost Accountants of India. He has added to his name various important financial certifications. Beginning his career as an Agent Adviser with Max New York Life Insurance, Kolkata, he has worked with some renowned names as Bajaj Allianz, ABN AMRO Bank with the capacity of Financial Consultant. Working with American Express Bank as Relationship Manager, he established Confi, with the objective of offering unbiased Financial Planning Services, to help the clients manage their wealth and make the most out of their money. He is also a member of FPSB India as CERTIFIED FINANCIAL PLANNER.

Confi is a technologically driven financial distributor which provides Tax – efficient Investment Products to Corporates, Trusts, Small and medium enterprises, High Net worth Individuals and retail investors. We deal in mutual funds, bonds, life insurance and other non life insurances. Confi provides complete financial bouquet, including business development, for its clients and monitors the portfolio on a regular basis.

Our Speciality

You can feel most safe and assured of the confidentiality of Investors information from us - the service which is accountable and provides unbiased, independent and competent financial suggestions for your life.

  • We are an unbiased about our views on various financial products. We vet schemes on the basis of existing holdings, past performance, risk analysis ratios and other important parameters which are best suited for our client as per their investment needs.
  • We discuss on one-to-one basis with our clients about their financial goals, family tree and risk appetite and understand their horizon for investment & risk return requirement.
  • We are a technologically driven financial distributor and make extensive use of software for both Mutual Funds and Insurance. We regularly provide updated portfolios to our clients through online platform.
  • For the first time investors, we share with them various investing avenues and consider their priorities whether it is their travel plans, marriage plans or other objectives.
  • We help our clients in the optimization of their investible fund lying idle in their account. We suggest the best fund to deploy and generate returns.
  • We facilitate and share with our clients various avenues to generate returns out of short term investment or long term investment.