Axis
Aditya
Birla
HDFC
ICICI
Invesco
SBI
Nippon
Sundaram
UTI
Tata
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.
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.
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
Invest in P2P lending and improve your returns on your portfolio.
Enjoy the security of a safer investment option compared to stocks and higher returns than traditional Fixed Deposits.
Unlock high returns while resting assured that your investments are safeguarded with utmost security.
Experience the freedom of investing and withdrawing without any charges.
Stay in control with easy tracking of your investments, making informed decisions has never been simpler.
Experience the freedom of investing and withdrawing without any charges.
Benefit from a dedicated professional ensuring your investment journey is smooth and tailored to your needs.
