Sbasak Investments

WE PROVIDE RIGHT PRODUCT FOR YOUR NEED

Get Started
image

About us

We are at business for 25 years now and serving 1,500+ happy families across the globes. We have a team of 12 members looking after different segments to serve you better. We are able to find you aid regarding all your worries such as medical expenses, Car insurance, House Insurance, Factory Insurance, Life insurance, Mutual Funds, Smallcase, PMS, FD options, Postal Small Savings, etc..

We also work goal based to help you achieve your long term (Retirement, House, Child Education, etc) and short-term goals (Marriage, Vacations, Car, etc).

Read More

HOW IT WORKS?

Here are the 3 working steps on success.

Collect data

Your risk profile, past investments, your prefernces and concerns - all are considered here.

Portfolio building

Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.

Portfolio review

Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.

SERVICES

Investment portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

Insurance Policies

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify

Tax Optimization

Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws.

Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors

Wealth Basket

Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth.

Targeted Investment

Making holistic investment choice is always preferred than making random investments. This can be achieved if every investment made is linked to a certain

FINANCIAL CALCULATORS

Secure your future through systematic investment, Select your goal and calculate how much you need to invest!

TESTIMONIALS

I started my association with them in 2009 when I was investing only 9k per year. They forced me to invest more and trust me within a year the returns I got was unbelievable. Any problem apart from investment they have helped me always. My entire savings details, finance details are with them. i don't even bother to cross check with them. For me Subhasish da and his family are like my family members. I am grateful to them.

Niraj Ladia

Region Head - Goldmines Telefilms Ltd

I have known Mr. Subhasish Basak and Soma Basak since 2005. Their sincerity, honesty and dedication and their guidance have been of immense help to my family. Whether it is advising for Mutual Fund/ LIC/ Post Office or other investments, they have taken gargantuan care to update me from all possible angles. When medical insurance was to be done they gave me the best advice. Talking about their punctuality and promise whenever I required it, they fulfilled it. My experience with them in this journey has been truly commendable. I bless them from the depth of my heart and I pray so that they reach the cavernous eminence echelon. 

Nina Dutt

Retired School Teacher

I was introduced to this organisation, M/s. S.Basak Investment, by my son while I was looking for a professional consultant for advice towards Medical Insurance of my family. The owners of the organisation, Mr.Subhasis Basak and Mrs. Soma Basak, contacted me and shared their valued advise with me and immediately getting motivated by their advice, I ported over to Star Health Insurance with a much higher coverage. Within one year after I was associated with Star Health, I had developed some serious illness and had to be admitted to Hospital twice, and during my hospitalisation and subsequent to that, I received immense help from both Mr and Mrs. Basak, and got the benefit of cashless treatment not only during hospitalisation but pre and post hospitalisation cost also.Their personalised service during my illness was amazing and I sincerely wish and hope to get myself associated with them for the longest period possible.Even during the renewal, I did not have to bother about the formalities, such was their personalied service. I am extremely satisfied with their service quality and professionalism and wish them all success in future.

Dibakar Chakraborty

Sr. Advisor IRC Ltd

Genius is one percent inspiration and 99 percent perspiration" The old proverb is still apt. Whatever you do, your dedication - devotion and determination matter. Very few people possess that. But, I have seen all these virtues to Mr Subhasis Basak and his spouse Soma during my association with them as Financial Advisor for almost two decades. From an adviser they become my family members due to those above virtues plus Honesty; the most important intangible asset one can have. I believe them blindly, you can also. Trust them, they will take your Financial portfolio on zenith.

Prof. Debanjan Banerjee

Editor, Political Commentator - NSHM Knowledge Campus

We started investing a few years back with Subhasis Da and it wasn't our first investment. We already had a good chunk invested elsewhere. But the kind of service we got from them led us to transfer all our investments to his firm. Nowadays we need hassle-free service and worry free investment and that's exactly you get with Subhasis Da and his firm. Be it midnight or in the middle of a crisis, he is just a call away for any help. He enabled us to grow the habit of investing and through time to time suggestions and guidance you just keep on building your wealth.

Ankit Maheswari

Businessman

I absolutely cannot imagine a better financial adviser other than Mr  Subhasis Basak and his spouse Soma! Really appreciate for all the help Basak family has done for last couple of years to strengthen our financial stability. They are so easy to talk to and work with, very helpful always! Always feels like we work as a family. Massive thanks!

Himadarish Laha