Check your financial health score now, for FREE
Core Philosophy
Your Financial Health Needs a Consultant, Not a Salesperson
Our Methodology
We help families and professionals diagnose financial risks and create structured plans—without confusion or pressure.
Why People Feel Confused About Money of Aligning Money and Financial Goals
Too many insurance & investment products.
No one explains what is right or wrong.
Plans bought, but goals still unclear.
The problem is not money. The problem is lack of diagnosis.
The Importance of Money Management and Goal-Based Financial Planning
Integrating Money Management with financial planning is essential for achieving long-term success and stability.
When these two aspects are aligned, individuals can make informed decisions, set achievable goals, and pave the way for a secure and fulfilling future.
Our Financial Solutions
Insurance Planning
Term Insurance
Health Insurance
Motor Insurance
Wealth Planning
Wealth Solutions
ULIP Plans
Tax Savings Investments
Business Risk Planning
Keyman Insurance
Business Protection
Employer-Employee
Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!
Life Insurance Solutions
2+ years of securing dreams. A lifetime of Fikar Free Futures.
Join 100+ customers who trust Banashree Roy to protect their tomorrow, today.
Health Insurance Solutions
Please don't leave your health to chance. Get comprehensive health coverage with our trusted Health and Mediclaim Plans
Wealth Solutions
MF & ULIP offer diversified investment options, professional management, and potential wealth growth. They provide flexibility, liquidity, and tax benefits, making investing easy for everyone. Start your journey towards financial success with a well-managed mutual fund today!
Motor Insurance Solutions
Your vehicle is more than just a mode of transport—it’s your daily companion. Our motor insurance solutions ensure that you and your vehicle are protected against unforeseen risks, so you can focus on the journey ahead.
Protect your vehicle. Secure your peace of mind.
Get the right coverage today—because every drive deserves protection.
Money Management + Goal-Based Planning = "Financial Planning."
अब करो, अपने Personal Finance को perfectly plan
Meet your Coach
Banashree Roy
Financial Wellness Consultant
Hi, I'm Banashree Roy, a seasoned professional with core expertise in personal finance, financial planning & career maanagement.
As experienced financial wellness consultants, we have a deep passion for guiding individuals and businesses toward financial success and built our firm on the principles of trust, transparency, and financial literacy. With years of experience in the industry, we have helped clients across various financial situations—whether they are just starting their investment journey, preparing for retirement, or managing wealth across generations.
Our Vision
To lead a shift from reactive buying to proactive risk management in insurance.
Our Mission
To educate, advise, and protect—ensuring no client is underinsured, unaware, or unprepared.
Our Values
Honesty, Transparency, and Strong Protocols in Following Systems & Processes
Testimonials
Anirban & Mousumi Chatterjee, Kolkata
⭐⭐⭐⭐⭐
"Banashree Roy provided us with the perfect combination of career guidance and financial planning for our son. Her structured approach helped us understand both the career path and the financial requirements involved. We now feel confident about making the right decisions for his future."
Sourav Mukherjee, IT Professional, Kolkata
⭐⭐⭐⭐⭐
"Working with Banashree Roy has been a transformative experience. She helped me align my financial goals with a clear investment strategy while also guiding me on career growth opportunities. Her advice is practical, insightful, and truly impactful."
Rohit Agarwal, Business Owner, Kolkata
⭐⭐⭐⭐⭐
"Banashree Roy’s expertise in financial planning and business insurance helped me secure my business while planning for long-term growth. Her understanding of risk and wealth creation is exceptional. I highly recommend her services to any business owner."
Kunal Das, Management Graduate, Kolkata
⭐⭐⭐⭐⭐
"I was confused about both my career direction and financial planning until I consulted Banashree Roy. She provided clarity on my career path and helped me start investing in a disciplined way. Her holistic approach makes her a truly unique advisor."
