Shanti Investment Solution Secure Today · Invest for Tomorrow
9434224350 Free Consultation
✓ Trusted Financial Guidance Since 1989

Smart Insurance & Investment
Solutions for Your Future.

Mutual funds, life insurance, health insurance, motor insurance and personalised financial planning — guided by three decades of local expertise in Bankura, West Bengal.

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35+
Years of trusted advice
18+
Financial & insurance services
1989
Serving Bankura since
Portfolio · Wealth Growth

Goal-based investing for your family's future.

5-Year SIP Projection ↗ Consistent growth
Family Protection
Fully covered
1989
Estd.
Mutual Funds Life Insurance Health Insurance Motor Insurance Wealth Management Annuity Solutions Travel Insurance Financial Planning
Family financial consultation in Bankura
35yrs
of guiding Bankura families
through every financial milestone.
About Us

A trusted name in financial planning, rooted in Bankura.

Shanti Investment Solution is a financial advisory and investment service business located in Bankura, West Bengal. Since 1989 we have provided customised financial solutions — insurance planning, mutual fund distribution, wealth management, annuity solutions and financial planning — that help our clients protect their present and secure their future.

Three decades of working with families, salaried professionals, business owners and investors have taught us one thing: financial decisions are personal. Every plan we recommend is built around your goals, your risk comfort and your stage of life.

  • Personalised advice
  • Transparent process
  • Local Bankura expertise
  • Lifelong client support
Full Service Directory

Everything we offer, at a glance.

Eighteen specialised services across investments, insurance, and retirement income — all under one trusted roof.

Investments & Wealth

  • Mutual Fund Distribution
  • Financial Planning
  • Wealth Management
  • Fixed Annuities
  • Variable Annuities

Life & Health Cover

  • Life Insurance
  • Term Life Insurance
  • Whole Life Insurance
  • Health Insurance
  • Disability Insurance

Motor & Travel

  • Auto Insurance
  • Motorcycle Insurance
  • Commercial Auto Insurance
  • Travel Insurance
  • International Insurance

Business Cover

  • Professional Liability Insurance
  • Key Person Insurance
  • Commercial Auto Insurance

Specialty Cover

  • Flood Insurance
  • International Insurance
  • Travel Insurance

Retirement Income

  • Fixed Annuities
  • Variable Annuities
  • Financial Planning
  • Wealth Management
Why Shanti Investment Solution

Seven reasons families across Bankura choose us.

Not just policies and portfolios — a long-term relationship built on honesty, clarity and personal attention.

i.

Trusted since 1989

Three decades of consistent, reputable service in Bankura — generations of families know us by name.

ii.

Personalised guidance

Every recommendation begins with your goals, your family, your situation — never one-size-fits-all.

iii.

One-stop solutions

Mutual funds, insurance, annuities, planning — manage all your finances through a single trusted advisor.

iv.

Experienced advisory

Decades of navigating market cycles, product changes and regulations on behalf of our clients.

v.

Customer-first approach

We earn our income only when you make confident, well-informed financial decisions.

vi.

Local Bankura expertise

Office on Second Feeder Road — walk in, sit down, talk it through face-to-face whenever you wish.

vii.

Transparent consultation

Clear explanations, honest comparisons, no hidden surprises. You'll always know exactly what you're buying.

viii.

Lifelong service

We stay with you for every milestone — renewals, claim assistance, life changes, retirement transition.

Problems We Solve

Common worries, real solutions.

  • !
    Confused about which insurance to choose?
    We compare & recommend
  • !
    No proper financial plan in place?
    Goal-based planning
  • !
    Need to protect your family financially?
    Life & health cover
  • !
    Vehicle or health insurance overdue?
    Quick assistance
  • !
    Too many investment options to choose from?
    Curated for you
  • !
    Worried about post-retirement income?
    Annuity solutions
Your
Financial
Peace
How It Works

Five simple steps to financial clarity.

A straightforward path from your first call to lifelong financial confidence.

1

Call or Book

Reach out via phone, WhatsApp or our form to schedule a free consultation.

2

Share Your Needs

Tell us your financial or insurance goal — we listen first, advise second.

3

Personalised Advice

Receive suitable, transparent options matched to your situation.

4

Choose & Apply

Pick the right plan with full guidance through every form and step.

5

Lifelong Support

Continued service, renewals, claims help and reviews — for years to come.

Client Voices

What our clients say about us.

Real words from real families and business owners we've worked with across Bankura.

★ ★ ★ ★ ★

Very helpful guidance for insurance and investment planning. Every doubt was patiently explained until I felt comfortable.

A
Anjali D.
Salaried Professional
★ ★ ★ ★ ★

Trusted service and clear explanation of financial products. Helped my whole family pick the right life and health insurance.

S
Suman R.
Small Business Owner
★ ★ ★ ★ ★

Best financial advisory support in Bankura. My SIP plan is on track and they always remind me before renewals are due.

P
Pradip M.
Long-term Investor
Frequently Asked

Your questions, answered.

Yes, we provide mutual fund distribution and investment guidance — including SIPs, lump sum investments, and goal-based portfolio recommendations.

Yes, we provide guidance for life insurance, term insurance, whole life insurance and health insurance — we'll help you choose the cover that suits your family and budget.

Yes, we offer auto insurance, motorcycle insurance and commercial auto insurance support — including renewals, claim assistance and policy comparison.

Yes, we provide personalised financial planning and wealth management guidance, covering everything from monthly savings to retirement income planning.

You can call us at 9434224350 or 8906553782, or visit our office on Second Feeder Road, Bankura. We're open Monday to Saturday, 10 AM – 7 PM.

Yes — your first consultation is completely free, with no obligation. We'll listen to your needs and explain what's possible before you decide anything.

Get In Touch

Ready to plan your financial future?

Speak to our advisor today — no charges, no obligations. Just clear, honest answers to your questions.

Book a free consultation

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Visit or Call Us

Prefer a quick chat?

Send us a WhatsApp message or get directions to our Bankura office.

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Shanti Advisor
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