20+ yrs
Advisory experience
Guiding portfolios through market cycles with disciplined planning.
Confi Financial Advisory & Distribution
Build wealth with clarity, control, and trusted guidance.
Mutual funds, insurance, fixed deposits, bonds, PMS, SIF, and goal-based planning—curated under one roof with a disciplined advisory process.
Proprietor
Ronojit Gupta
CMA, CFP • Trusted advisory leadership
Deep experience in comprehensive financial planning, portfolio oversight, and risk-aligned distribution for individuals, families, and HNI clients across India.
Advisory process
Goal mapping, risk profiling, and allocation discipline guided by research-backed product selection.
Digital access
Investwell-powered reporting and mobile app visibility to track portfolios anytime.
Address
1, Madan Mohan Tala Street, Kolkata 700005
Credibility at a glance
Trusted stewardship for long-term financial clarity
Confi blends advisory depth with disciplined execution so families and HNI clients can grow, protect, and transition wealth with confidence.
Credibility pillars
- Guided portfolios across mutual funds, PMS, insurance, fixed income, and goal-based planning.
- CMA & CFP-led advisory backed by transparent, client-first reviews.
- One-roof distribution with Investwell-enabled reporting and mobile access.
600+ families
Client relationships
Trusted by growing families and HNI investors across India.
One-roof
Financial solution
Mutual funds, insurance, bonds, PMS, and goal planning under one advisory desk.
CONFI ADVISORY
Our Services
End-to-end advisory and distribution with a compliance-first mindset. We curate portfolios for wealth creation, preserve capital, and protect what matters with transparent guidance.
Trusted Advice
Goal-Based Planning
Wealth Creation & Investment
Balanced, growth, and income strategies tailored to your risk profile and liquidity needs.
- Mutual Fund Distribution
- Fixed Deposits & Corporate FDs
- Bonds & Government Securities
- PMS & SIF Access
Protection & Life Planning
Comprehensive cover and milestone planning so your family stays secure while your goals stay on track.
- Life Insurance Advisory
- Health & Critical Illness Cover
- Auto & General Insurance
- Retirement Planning
- Childrens Education Planning
- Home Purchase Planning
Investwell Powered Platform
A transparent, always-on window into your portfolio
Confi clients get a secure dashboard built on Investwell’s advisory technology. Review holdings, performance, and goal progress anytime — with trusted reporting that keeps you in control without the complexity.
Client visibility you can rely on
Institutional-grade reporting with bank-grade security. Designed for families and HNI investors who want clarity across all assets with one login.
Encrypted access
Compliance-ready reports
Family account view
Unified portfolio view
Track every investment — mutual funds, bonds, PMS, and insurance — in one consolidated screen.
Performance analytics
Visualize returns, allocation, and risk across time — optimized for clear decision-making.
Goal tracking
Monitor retirement, education, or home goals with progress meters and planned milestones.
Family view & aggregation
Combine multiple family accounts and view consolidated performance at a glance.
Portfolio reports
Download statements, capital gain reports, and compliance-ready summaries in seconds.
Alerts & reminders
Stay informed with SIP alerts, maturity notifications, and critical portfolio updates.
Bring clarity to every investment decision
Ask Confi to activate your Investwell dashboard or explore the mobile experience.
Investwell Client App
Your portfolio, always within reach
Access the Confi advisory experience on the Investwell mobile app. Track holdings, follow goal progress, and stay informed with secure, on-demand reporting from anywhere.
- Live portfolio tracking with asset-wise summaries, valuations, and SIP schedules.
- Goal monitoring for retirement, education, and home plans with progress snapshots.
- Reports on demand including statements, capital gains, and performance summaries.
Available on Android
Available on iOS
Secure, advisor-managed access
Client App Preview
Confi Portfolio Dashboard
Investwell
Instant views
Asset Allocation
Insights
Goal Tracker
Access is activated by your Confi advisor after onboarding to ensure compliant, secure visibility.
Financial Goals
Financial Goals We Help You Achieve
Confi structures every plan around your life milestones, blending disciplined investing with prudent protection so each goal stays funded and on track.
Goal-based planning
Review-led discipline
Premium advisory care
Retirement Planning
We map income needs, inflation, and risk tolerance into a disciplined allocation plan, then rebalance consistently so your retirement corpus grows with clarity.
Children’s Education
Confi schedules SIPs and goal-based investments early, keeping education funding ahead of rising costs while ensuring liquidity at each milestone.
Home Purchase Planning
We balance down payment targets with debt management, using a phased investment ladder so you can buy confidently without stretching cash flow.
Investor Education
The Power of SIP
A Systematic Investment Plan (SIP) helps you invest a fixed amount every month. It brings discipline to investing, reduces the pressure of timing the market, and supports long-term wealth building through regular contributions.
Why it works
Small, consistent investments can accumulate over time. SIPs make it easier to stay invested through different market cycles.
For Indian investors
SIPs are flexible, widely available, and ideal for goals like retirement, children’s education, or a future home purchase.
Premium advisory support
Begin your financial journey today
Confi keeps your plan clear and confident, with a structured onboarding that aligns your goals, technology access, and investment guidance from day one.
01
Free financial health check
We review your goals, current holdings, and risk profile with complete clarity.
02
App setup & onboarding
We activate your Investwell-powered access and simplify KYC, reporting, and tracking.
03
Begin investing with guidance
Start SIPs, fixed income, or portfolio solutions with ongoing advisory support.
Talk to Confi today
Speak with Ronojit Gupta (CMA, CFP) for a tailored, compliant, and premium advisory experience.
Office
1, Madan Mohan Tala Street, Kolkata 700005