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About Us

What We Do

The inception of this company happened in the year 2010 by a young entrepreneur who had the courage to challenge the age-old norms of investments and reap benefits with utmost integrity and honesty. Partho Chakraborty, the director of The Concept, started this organization with a mere turnover of 2 crores and within a span of 5 years, the turnover of the company reached a whopping 23 crores.

This was only possible as the company believed in three basic principles. Firstly, be honest with clients and don't force them to buy a product just for 'high commission.' The company realized that the power of repeat business is far stronger than building a new client.

Secondly, change your stance from a salesperson to a financial advisor. Let the clients know that you are there to partner with them and help them reap the benefits of their financial investment.

Lastly, guide the client about the way forward—be it a risk or retirement plan; keeping the client informed is of prime importance.

In an uncertain world of fluctuating market trends, strategizing an effective plan for our clients is the key to success. Our financial advisor understands the unique goals, tolerance for risk, and any other specific preferences that our clients want us to work with.

Then, our team of qualified experts strategizes a plan that would steer the client towards their financial goals. As the market undergoes frequent changes, our advisor will adjust the strategy to help the clients stay on track.

The Concept manages to strike a sensitive balance between state-of-the-art technology and immaculate customer service. Its increasing popularity is a testimony to the same.

The Concept is a 'one-stop shop' that caters to varied financial products for the business fraternity. Be it equity, loans, insurance, taxation or fixed deposits—the company is skilled to handle it all.

That is probably the reason why the company has won so many accolades in such a short duration. Recently, Mr. Partho Chakraborty won the “Best Emerging Leader” across pan India.

The Concept is an organization where you will find a rare blend of integrity towards clients, unyielding customer support, and expertise in the field of financial investment. This is perhaps the only reason why our clients keep coming back to us.

Why Invest

Why Concept Advisory

Portfolio Management
Portfolio Management
Financial Planning
Financial Planning
Investment Idea
Investment Idea
Invest & Track
Invest & Track
High Returns Investments
High Returns Investments

Products

Financial Our Services

Work

What We Do

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1

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2

What we do for you?

3

What we need from you?

4

What you get?

Check Your Financial Fitness

Just like regular health checkups, your finances need periodic assessments too. Understand your financial standing and make smarter investment decisions with guidance from our experienced consultants.

Financial Fitness

Concept Advisory

Prime Membership

Concept Advisory Prime membership is an exclusive membership program that completes your short term and long-term financial goals and elevates every aspect of your life. Whether you want to retire comfortably or want to send your child to a foreign country for higher education, we got you. Here are the services we offer

Portfolio Management
Portfolio Management
Financial Planning
Financial Planning
Goal Planning
Goal Planning
Financial Digital Diary
Financial Digital Diary
Protecting from Fraud and Mis-sale
Protecting from Fraud and Mis-sale
Stock Related Tips
Stock Related Tips
Free Demat Account*
Free Demat Account*
Dedicated RM
Dedicated RM

Features

Top Features We Provide

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Earn up to 12% p.a.

Invest in P2P lending and improve your returns on your portfolio.

RBI Registered NBFC-P2P

Safer than Equity, Better than FD
Safer than Equity, Better than FD

Enjoy the security of a safer investment option compared to stocks and higher returns than traditional Fixed Deposits.

Maximize Returns, Assure 100% Safety
Maximize Returns, Assure 100% Safety

Unlock high returns while resting assured that your investments are safeguarded with utmost security.

Zero Fees, Maximum Gains
Zero Fees, Maximum Gains

Experience the freedom of investing and withdrawing without any charges.

Track your investment easily
Track your investment easily

Stay in control with easy tracking of your investments, making informed decisions has never been simpler.

Withdraw Easily
Withdraw Easily

Experience the freedom of investing and withdrawing without any charges.

Dedicated Relationship Manager
Dedicated Relationship Manager

Benefit from a dedicated professional ensuring your investment journey is smooth and tailored to your needs.

Investment Ideas

sip

Power Of SIP

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Testimonial

What Our Investors Say

faq

Frequently Asked Questions

Frequently Asked Questions
What are the benefits of life insurance?
Life insurance provides financial security to your loved ones in case of your demise.
Why consider health insurance?
Health insurance covers medical expenses, ensuring you receive quality healthcare without financial stress.
What are the types of life insurance policies?
Types include term insurance, whole life, and endowment policies, each with specific benefits.

Contact Us

Get in Touch

Contact Us

Our Partners

Associated With

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