THE GREAT BANYAN TREE is over 250 years old and covers about 14,500 square meters of land (3.5 acres) in the Acharya Jagadish Chandra Bose Botanical Garden near Kolkata, making it the widest tree in the world. A banyan tree represents eternal life because of its ever-expanding branches. The branches root themselves like new trees and then give rise to more trunks & branches. Because of this characteristic and it's longevity, a banyan tree is considered immortal and is an integral part of the myths and legends in India. It is a botanical representation of the values, ethics, integrity & belief system of The Fintellect.

At The Fintellect, our success depends upon a detailed understanding of each of our investor’s financial needs. The backbone of our strategy is an in-depth discovery process, allowing us to best understand our investors’ values, goals and concerns. We recognize that the success of our investors’ financial future significantly depends upon their emotional behaviour; but we also know that it is critical to manage. It can only be possible with logical process, rather than emotional reactions. The Fintellect team creates a detailed road map tailored to the investors’ unique situation, supported by globally diversified investment strategies that seldomly relies on market timing.
Of course, we can’t predict the future of capital markets, but we can assure that our investors’ future with us will be a guided partnership; based on mutual trust, investment expertise and action, falling in their best interests. At The Fintellect, we pledge to always provide objective and astute guidance, based on rational experience and a disciplined process, rather than reacting to the noise of the Dalal Street media machine. That objectivity and discipline further extends to the way we manage our business.
Our heart lies in helping our clients achieve their goals and obtain the peace of mind that a successful financial plan provides. A secure financial future is obtained through clearly stated goals and attention to the many components of one’s financial life. The Fintellect works to understand one’s personal financial and lifetime goals. Goals, time horizon and risk tolerance – they are different for each investor. We ensure in-depth oversight of our investors’ portfolios by the respective domain experts.
In true sense, ‘The Fintellect’ is ‘Your Financial Intellect’.

Happy Clients

Management Trainees Trained

Investor Awareness Programmes Conducted

Financial Planning Experience (in years)

Our Team

Shiv Raj Singh

Fellow - Insurance Institude of India (III)
Certified Insurance Anti Fraud Professional (CIAFP)
Alternative Investment Manager (AIM)
Designated Partner

Shruti Jaiswal

MBA (Finance)
Certified Financial Goal Planner - Advanced
Retirement Advisor
Behavioral Finance Advisor
Designated Partner - Administration

Mantoo Kumar Singh

MBA (Finance) Designated Partner

Ratika Agarwal

MBE (Banking & Insurance)
Certified Insurance Anti Fraud Professional (CIAFP)
Mutual Fund Distributors Certification Examination (V-A)
Head - Learning & Development

Deepanshu Soni

MBA (Finance & Marketing)
Certificate in Cyber Security Foundation
Operations Head (Agency)

Syed Masoom Raza

MBA (Marketing)
Mutual Fund Distributors Certification Examination (V-A)
Islamic Finance Expert
Marketing Head (Agency)

Shivangi Kesharwani

Investment Advisor Level 2
Certified Wealth Manager (CWM)
Alternative Investment Manager (AIM)
Agency Head

Komal Kesarwani

Associate - Insurance Institude of India (III)
Alternative Investment Manager (AIM)
Sr. Manager - Training (Agency)

Nima Gupta

MBA (Financial Management)
Mutual Fund Distributors Certification Examination (V-A)
Senior Investment Manager

Nandita Omar

Intern - Mutual Funds Research

Jyoti Thapa

M.A. (Sociology)
Mutual Fund Distributors Certification Examination (V-A)
Buisness Development Manager

Akshay Sahu

Intern (Part-time) - Mutual Funds Operations & Sales

Fiza Khanam

Intern - Mutual Funds Operations & Sales


Intern - Equity Research