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.
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.