manages portfolios with a commitment to due diligence and risk controls. The firm creates a collaborative investment strategy where our mission is single-minded: we are focused on providing objective, customized advice. We specialize in providing independent assessments and exclusive investment recommendations for our client portfolios. Our clients rely upon us to successfully navigate the range of financial goals they seek to attain.T
Read MoreWhenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Secure your future through systematic investment
Select your goal and calculate how much you need
to invest!
“Two Plus Two Nine's advice is practical and effective. I will recommend them without any second thoughts.”
– Mr. Manabendu Sen
“Got amazing returns (~62% annual) by investing during Covid-19 through Two Plus Two Nine’s advice. They helped me save taxes as well.”
Mr. Md Samiuddin
“Two Plus Two Nine is a great advisory platform as it has been for me in the past 6 months. Not only do they advise better, the best part is that they are extremely patient and smooth about teaching their clients about what they are doing and why”
Ms. Samiksha V Baliyan
“Two Plus Two Nine discusses the pros and cons of any investment in detail and thus empowers us to make better investment decisions. I would strongly recommend them as a one-stop solution for all the investment guidance. I would also recommend their Instagram page for investor education which provides concise and meaningful information on the basic rules of investing.”
Ms. Shubhika Singh
“I am happy to share my experience with Two Plus Two Nine. They are highly organised and knowledgeable. Their suggestions helped me get great returns during Covid-19. I am highly satisfied with the services provided by them for Mutual Funds. I wish for them to grow and achieve heights in the future.”
Ms. Snober Khan
“This is exactly the financial service that you need and have been looking for! For all practical purposes, Two Plus Two Nine's association is similar to personal portfolio management services. Long-term and short-term goals are not only defined but also very realistically made aware of. Distribution of funds is proactive and advice on withdrawals and to 'hold on' is perfect. Could see my deposits grow multi-fold during the lockdown, tax savings was maximised, and a discipline was adopted because of Two Plus Two Nine's appropriate follow up and encouragement. Best Decision Ever!”
Mr. Soham Sen
“Mr. Saini is an extremely polite individual. He has good financial knowledge coupled with good market prediction capabilities which makes him great as an advisor. I would definitely recommend him”
Mr. Neeraj Kumar
“The confidence I have built over a short period with Two Plus Two Nine is beyond words. Beyond typical tax saving investments like PPF & NPS, I have now gained confidence to start investing in Mutual Funds and insurance as well. They guide me on which funds to choose based on my risk capabilities. They also helped me align my investments to my key big expenses that I plan to do in the next 5 or 10 years.”
Ms. Arzoo Arora
“Two Plus Two Nine is the platform where I first got onboard to investing in Mutual Funds. Even for a beginner like me, they explained everything in detail and patiently. They are transparent and data-based and hence a lot easier to trust. I would happily recommend them to anyone.”
Mr. Tauseef Ahmad
“After onboarding with Two Plus Two Nine, I have now completely let go of any thoughts about savings and taxes which were used to be a constant headache. It's awesome to see the returns that I am making especially when compared to the LIC's money back policies that I was previously 'investing' into.”
Mrs. Barnali Sengupta & Mr. Manabendu Sen