Financial Consultant · OM Financial Consultant
Hi, I'm Sanjay Gupta
I help clients and partners with investments, insurance and loans, and I build simple web tools that replace everyday spreadsheets.
InsuranceMutual FundsCorporate FDLoansPMS & AIF54EC Bonds
What I do
Advisory across the products my clients ask for most
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Insurance
Life and general cover matched to the family's needs.
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Investments
Mutual funds, PMS, AIF, corporate FDs and capital-gain bonds.
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Loans
Guidance and case handling from login to disbursal.
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Partner network
Managing partners, their cases, payouts and follow-ups.
Featured tool
Built to run the day-to-day work
Partner Management System
Register partners, log business cases, set commission rates with automatic payout calculation, and never miss a follow-up. Data is stored in Netlify Blobs and mirrored to Google Sheets.