Mutual fund investing
Understand how SIPs and lump-sum investing work, then discuss mutual fund options in the context of your time horizon, risk comfort and goals.
Discuss mutual fundsINVESTING · EDUCATION · PROTECTION
Invest with clarity.Learn with confidence.
Build better money habits with mutual fund distribution, practical share-market coaching and planning conversations for the milestones that matter.
Prasenjit BeraAMFI-registered Mutual Fund DistributorARN-314050 (opens in a new tab) Mecheda, West Bengal 721137
01 / SERVICES
What brings you here?
Choose the conversation you need today, from understanding mutual funds to learning how the share market works.
Share market learning
Learn stock market basics, how to read business fundamentals, and how to think about risk in a one-to-one class with Prasenjit.
Explore coaching
Insurance planning
Discuss the financial responsibilities you want to protect and understand how coverage, exclusions and premiums fit together.
Discuss protection
02 / ONE-TO-ONE COACHING
Understand the market before you act.
Bring your questions to a one-to-one class. Build a foundation in stocks, investing and risk at a pace that works for you.
- How shares, exchanges and orders work
- How to read basic financial statements
- How diversification and risk affect decisions
Classes are educational. Stock tips, trade signals and security-specific recommendations are outside their scope.
03 / LIFE GOALS
Put a plan behind the milestone.
Start with a target amount and a timeline. These three goals can be useful places to begin.
01Child education
Think ahead about tuition, living costs and when the first payments are due.
Try this goal
02
0304 / INTERACTIVE CALCULATORS
See how the numbers change.
Try a monthly investment, a one-time investment, or work backwards from a goal. Change the assumptions and compare the result with the amount you put in.
ILLUSTRATIVE END VALUE
- Total contributed
- ₹6,00,000
- Illustrative change
- ₹5,09,650
Hypothetical figures. Actual returns vary and can be negative. Fees, taxes and inflation are excluded.
05 / ABOUT
Meet Prasenjit Bera.
AMFI-registered Mutual Fund Distributor · ARN-314050
Based in Mecheda, Prasenjit works with individuals and families who want to understand their options before making financial decisions. He starts with your questions, explains the trade-offs, and helps you decide what to explore next.
Look up the ARN on AMFI (opens in a new tab)CREDENTIALS & CLIENT EXPERIENCES
Know who you’re working with.
Check the distributor’s details on AMFI before you make an investment decision.
DISTRIBUTOR CREDENTIAL
Check the AMFI directory (opens in a new tab)Prasenjit Bera · ARN-314050
AMFI-registered Mutual Fund Distributor · Mecheda, West Bengal 721137
06 / FAQ
Good questions to start with.
Can I start with a one-to-one class?
Yes. Message Prasenjit with your experience level and the topics you want to understand. You can discuss availability, format and fees before booking.
What is a SIP?
A Systematic Investment Plan lets you invest a chosen amount at regular intervals in a mutual fund. The value can fluctuate and depends on the underlying scheme.
How is a mutual fund distributor paid?
Mutual fund distributors may receive commissions from asset management companies on regular plans. Ask about commissions and scheme expenses when discussing your options.
Will the calculators tell me what I’ll earn?
The calculators use the assumptions you enter to show a mathematical illustration. Actual investments can gain or lose value. Fees, taxes, and inflation can change the outcome.
07 / GET IN TOUCH
Let’s talk about your next step.
Tell Prasenjit what you’d like to discuss, whether it’s an investing goal, a one-to-one class, or insurance planning.
Message on WhatsApp PRASENJIT BERA +91 82501 82428 +91 84919 32175 beraprasenjit115@gmail.comMecheda, West Bengal 721137