Your Trusted Advisor in
Mutual Funds
&
Financial Planning
With 22 years of expertise in financial advisory, we help you build wealth through smart investments and comprehensive financial planning.
About Us
With over two decades of experience in financial advisory, we have helped thousands of individuals and families achieve their financial dreams through strategic planning and expert guidance.
22+
Years Experience
1000+
Happy Clients
100%
SEBI Compliant
Our Journey & Mission
Around 18 years ago Mr. Puspal Bhattacharjee, Started NNB Financial Services with a simple mission: to democratize financial planning and make quality investment advice accessible to everyone. Over the years, we have evolved from a small advisory firm to a trusted financial partner for over 800+ families across India.
Our approach is built on three core principles: transparency, personalization, and long-term wealth creation. We believe that every individual deserves a financial plan that’s tailored to their unique circumstances and goals.
Companies Office
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Puspal Bhattacharjee
Founder, NNB FINANCIAL SERVICES.
With over two decades of experience in the financial services industry, Mr. P. Bhattacharjee has been a trusted advisor to thousands of clients, helping them achieve their financial goals through strategic planning and expert guidance.
- AMFI Registered Mutual Fund Advisor
- Specialist in Tax-Saving Investments
- Expert in Insurance and Risk Management
- Personalized Financial Planning Approach
Our Financial Services
Comprehensive financial solutions designed to help you achieve your investment goals with confidence and security.
Mutual Fund Advisory
Expert guidance in selecting and managing mutual fund portfolios tailored to your financial goals.
- Comprehensive portfolio analysis and rebalancing
- SIP planning and optimization
- Tax-efficient fund selection
- Regular performance monitoring
- Goal-based investment strategies
Insurance Products
Comprehensive insurance solutions including term life, health, and investment-linked insurance plans.
- Term life insurance planning
- Health insurance advisory
- ULIP and investment insurance
- Claim assistance and support
- Insurance need analysis
Housing Loans
Simplified home loan processing with competitive rates and expert guidance through the entire process.
- Home loan eligibility assessment
- Documentation assistance
- Rate comparison and negotiation
- Loan processing support
- Balance transfer advisory
Government Bonds
Safe and secure investment options in government securities and bonds for stable returns.
- Government bond selection
- Sovereign Gold Bonds (SGBs)
- Tax-free bonds advisory
- Fixed maturity plans
- Risk-free investment options
Fixed Deposits
High-yield fixed deposit options from various banks and financial institutions with competitive rates.
- FD rate comparison
- Laddering strategies
- Tax-saving FDs
- Corporate FD advisory
- Maturity planning
Investment Services
New Purchases
Fresh investment opportunities
Redemption
Exit strategies and fund withdrawal
SIP Planning
Systematic investment planning
New Fund Offerings
Latest investment opportunities
Switch Options
Portfolio rebalancing solutions
Performance Analysis
Fund comparison and analysis
Investment Services
New Purchases
Fresh investment opportunities
Redemption
Exit strategies and fund withdrawal
Switch Options
Portfolio rebalancing solutions
Performance Analysis
Fund comparison and analysis
SIP Planning
Systematic investment planning
New Fund Offerings
Latest investment opportunities
Our Offerings
Invest in Best Mutual Funds
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ELSS Mutual Funds
Get dual benefits of Tax saving & Wealth creation with ELSS Mutual Fund Schemes
- Tax deduction up to ₹1.5 Lakh under 80C
- Only 3 years lock-in period
- Potential for higher returns
Retirement Planning
Get dual benefits of Tax saving & Wealth creation with ELSS Mutual Fund Schemes
- Start with just ₹500 monthly SIP
- Power of compounding over time
- Professional fund management