About Health 2 Invest

WHO ARE WE?

YEARS OF WORK EXPERIENCE

AL Nino

Food Crisis

Baby Eyes

We are a passionate Financial advisory firm with over 20 years of experience in Wealth Management, Retirement Planning, Insurance, and Tax optimization. We help Indian Families build Financial Security with Innovative strategies, Personalized plans, and disciplined Investing that drives Long-term Growth.

Let's Create something Extraordinary!

Our Values

What We Stand For

The Principles that Guide every Recommendation we make

Client First

Your goals drive our advice. We never recommend products for commissions — only what's best for you.

Transparency

Full disclosure of fees, risks, and returns. No hidden charges, no fine print, no surprises.

Evidence-Based

Our strategies are grounded in academic research, historical data, and proven financial principles.

Long-Term Focus

We don't chase trends. We build plans that compound wealth over decades, not days.

Our Journey

Milestones That Define Us

2006-2011

Worked as an Advisor at LICI & New India Assurance Co. Ltd.

Started Career

2010-2012

Medical Representetive

Worked as a MR in Silver Biotech Co. Kolkata

2012-2014

Training & Development

Worked as a Administrative Officer of Guideassure Training and Development Co. LTD, Kolkata

2014-2018

Business Executive Officer

Mortgage Loan Recovery with State Bank Of India, Allahabad Bank

2018-2019

Advisor Success Manger

Worked at Reliance Health Insurance, Kolkata

2019-2021

Agency Manager

Worked at Care Health Insurance Ltd, Kolkata

2021-2022

Agency Manager

Worked at Manipal Cigna Health Insurance Co. Ltd, Kolkata

2022-2023

Associate Sales Manager

Worked at Reliance General Insurance Co. Ltd. Kolkata

2024

Founded Health 2 Invest

Started with a vision to provide unbiased Financial advice to Middle-class Indian families.

2025

Health 2 Invest - 1000+ Families, ₹10 Cr+ AUM

Trade License, PAN, MSME Registration are completed Growing stronger every day, Trusted by Families across India for their most important Financial decisions. Reached ₹10 crore in Assets under Management through Disciplined, Goal-based Investing.

2026

Human Rights Affairs Trust

Selected as Howrah Zila President

What We Stand For

Client First

Transparency

Evidence-Based

Long-Term Focus

Milestones That Define Us

Worked as an Advisor at LICI & New India Assurance Co. Ltd.

Medical Representetive

Training & Development

Business Executive Officer

Advisor Success Manger

Agency Manager

Agency Manager

Associate Sales Manager

Founded Health 2 Invest

Health 2 Invest - 1000+ Families, ₹10 Cr+ AUM

Human Rights Affairs Trust

Ready to Secure Your Family's Financial Future?