Kolkata
Fortuna Tower, 23A N.S. Road, 11th Floor, Room No. 3Opposite Coal India
Kolkata – 700001, West Bengal, India
Kolkata · Serving India & overseas investors
Your money,documented properly.
Abhilasha Wealth is the practice of Mr. Anup Kumar Ghosh, an AMFI-registered Mutual Fund Distributor (ARN-115369) & Insurance Advisor. We handle transactions, paperwork and servicing across mutual funds, insurance, NPS, digital metals and loan facilitation — one desk, all your folios, no jargon.
2016ARN registered since
All AMCsScheme access
13Product desks
ARN-115369ARN Holder: Anup Kumar Ghosh
Valid till 19.09.2028
Valid till 19.09.2028
AMFIRegistered Distributor
Nationwide& overseas investors
ZeroFee charged by us
SinglePoint of contact
Who we are
A neighbourhood desk with a nationwide reach
Abhilasha Wealth was set up in Kolkata by Anup Kumar Ghosh, who has held ARN-115369 since September 2016.
What began as a mutual fund distribution desk for families in and around Kolkata now covers thirteen product categories — from health and life insurance to NPS, digital metals and loan facilitation. Investors reach us by walking in, by WhatsApp from another state, or by video call from another country.
- We distribute, you decide. We explain features, costs and documents. The choice of product always remains yours.
- Nothing is charged to you by us. Mutual fund commission is paid by the AMC out of scheme expenses and is disclosed openly.
- Money never comes to us. Every payment goes directly to the AMC, insurer, bank or NBFC.
What we distribute
Thirteen desks, one relationship
Products are grouped by what they do for a household — grow savings, protect against a shock, or bridge a funding gap. Every category has its own page with features, costs and the paperwork involved.
All AMCs
Mutual Fund
Regular-mode transactions in schemes of every AMC in India — SIP, lumpsum, STP and SWP.
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Start from a few hundred rupees
SIP
Systematic Investment Plans across mutual fund schemes of every AMC — set up, step up or pause, without the guesswork.
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SEBI's newer category
Specialized Investment Fund (SIF)
A SEBI-regulated category that sits between mutual funds and portfolio management services, for eligible investors.
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ICICI & LIC Pension Funds
National Pension System (NPS)
Account opening and contribution support for NPS Tier I and Tier II under the PFRDA framework.
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Buy from ₹100
Digital Gold & Silver
Buy, accumulate and take delivery of vaulted gold and silver in small denominations.
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Long-horizon savings
Retirement Solutions
Product options that people commonly use to build and later draw down a retirement corpus.
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Through Invesmate
Share & IPO
Demat and trading account opening support and IPO application assistance through our associated partner.
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Galaxy · Star Health · ICICI Lombard · Bajaj
Health Insurance
Indemnity health covers, family floaters, top-ups and senior citizen policies from leading insurers.
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LIC of India · ICICI Prudential
Life Insurance
Term protection, endowment, money-back, child and annuity plans from established life insurers.
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Bajaj Allianz · ICICI Lombard
General Insurance
Motor, home, shop, travel, personal accident and other non-life covers.
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Volt · Varicash
Loan Against Mutual Fund & Shares
Raise a secured overdraft against your existing mutual fund units or shares, without redeeming them.
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PNB · Canara Bank
Gold Loan
Loans against household gold ornaments from nationalised banks, at bank-declared rates.
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Bank of Baroda · Canara Bank · others
Home Loan
Purchase, construction, plot, improvement and balance transfer files with nationalised banks and housing finance companies.
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Nationalised banks & NBFCs
Commercial Vehicle & Construction Equipment Loan
Finance for trucks, tippers, buses, excavators, cranes and other income-generating assets.
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Axis · HDFC · IDFC First · others
Personal Loan
Unsecured loans for medical, education, wedding, travel and consolidation needs.
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Why investors stay
The documents, before the decision
Most complaints in this industry start with something that was never explained — a waiting period, a lock-in, a surrender clause, a margin call. We put those clauses in front of you first.
- Plain-language walkthroughs. Scheme documents, policy wordings and sanction letters, explained line by line in Bengali, Hindi or English.
- One consolidated view. Folios across every AMC, insurance renewals and loan schedules, tracked from a single desk.
- Servicing that continues. Nomination updates, KYC changes, claim intimation and transmission paperwork — long after the transaction.
- Reachable when you need us. Eleven in the morning to nine at night, on call and on WhatsApp.
How a transaction works
Four steps, nothing hidden in between
1. We listen
You tell us the goal, the time frame and how much fluctuation you are comfortable with. No product is mentioned yet.
2. We lay out options
Relevant categories are compared on cost, lock-in, liquidity, taxation and risk — straight from the offer documents.
3. You decide, we execute
KYC and application forms are completed correctly the first time. Payment goes directly to the AMC, insurer or lender.
4. We keep servicing
Statements, renewal reminders, nomination updates and claim assistance for as long as you hold the product.
Our AMC Partners
Schemes of every fund house in India
As an AMFI-registered distributor we can execute your transactions across all Asset Management Companies registered with SEBI. A few of them are shown below.
Logos shown are placeholders for layout purposes. Replace them with the official brand assets you are permitted to display. AMC names and marks belong to their respective owners.
What investors say
Feedback from real conversations
A few notes from people we've worked with, on the paperwork, the follow-up and the way things were explained.
Names and quotes above are illustrative samples for layout purposes. Share real testimonials collected from your investors, with their permission, and we will replace these.
Where to find us
Head office in Kolkata. A desk in Nadia.
Walk into either office during working hours, or start the process digitally from anywhere in India or abroad.
Opposite Coal India
Kolkata – 700001, West Bengal, India
Nadia
Vill. Kanthalberia, Near Harakumar High SchoolP.O. Bethuadahari, P.S. Nakashipara
Dist. Nadia – 741126, West Bengal
Common questions
Asked at almost every first meeting
No. We do not collect any fee from investors for distribution or servicing. For mutual funds, the AMC pays a commission out of the scheme's expense ratio; for insurance and loans, the insurer or lender pays the associate commission as per its own schedule. Our commission disclosure page explains the arrangement.
Directly to the Asset Management Company, insurance company, bank or NBFC concerned, through your own bank account. We never accept cash, cheques or transfers in our name for investment purposes.
No, and nobody legitimately can. Market-linked products carry market risk and past performance does not indicate future results. We can only show you what the scheme documents disclose.
Yes. KYC, forms and servicing are all handled digitally, and we work with investors across India as well as NRIs, subject to the rules of the fund house and applicable FEMA regulations.
Write to us first at info@abhilashawealth.com. If it is not resolved to your satisfaction within the timeline stated on our grievance redressal page, you may escalate to the AMC, AMFI, SEBI SCORES, the insurer, IRDAI Bima Bharosa or the lender's ombudsman, as applicable.
Talk to us
Have a question about a product?
Talk to us during working hours and we will explain the options, the paperwork and the costs — in plain language, with the documents in front of you.