Indraneel Paul

Financial Planner @Multiple Companies

Kolkata, WB, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2022 — Present

Financial Planner @Multiple Companies

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Kolkata, IN

We specialize in helping individuals, families, and businesses protect their future through well-planned, tailored insurance solutions. As experienced risk experts and insurance guides, our focus is not just on selling policies—but on understanding risks, identifying gaps, and designing coverage that truly works when it matters most.Our approach is client-centric and need-based. We analyze your financial situation, life stage, responsibilities, and long-term goals before recommending insurance solutions. Whether it’s health insurance, life insurance, term plans, family protection, income replacement, or risk management strategies, every recommendation is customized—never generic.We believe insurance is not an expense; it’s a financial safety net. That’s why we emphasize clarity, transparency, and education, empowering clients to make informed decisions with confidence. From policy selection and premium optimization to claim assistance and long-term policy reviews, we support you at every step of the journey.Why choose us? Personalized risk assessment Honest and unbiased guidance Simplified explanation of complex policies Long-term relationship focus Reliable claim support and post-sales serviceOur mission is simple: to protect futures, reduce financial uncertainty, and provide peace of mind through the right coverage at the right time.Connect with us today for expert guidance and build a financially secure tomorrow—because protection planned today defines stability tomorrow.

EDUCATION

N/A

Calcutta University, Kolkata

Bachelor of Commerce - BCom, Business/Commerce, General

N/A

Budbud High School, Mankar High School

Charuchandra Evening Collage, Business/Commerce, General

ABOUT INDRANEEL PAUL

Worked as Audit Assistant in CA firm around 5 Years, Worked in a Foutune 500 Organisation logistic area around 4 years afterward worked in Finance, Accounting & Audit section in reputed MNC for around 30 yearsFinancial Planner

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Indraneel Paul — Financial Planner at Multiple Companies in Kolkata, WB, IN | Unifers