ABOUT US
manages portfolios with a commitment to due diligence and risk controls. The firm creates a collaborative investment strategy where our mission is single-minded: we are focused on providing objective, customized advice. We specialize in providing independent assessments and exclusive investment recommendations for our client portfolios. Our clients rely upon us to successfully navigate the range of financial goals they seek to attain.
Our Services
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation
Read MoreTax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws
Read MoreA mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other securities. Mutual funds give small or individual investors access
Read MoreInsurance 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 your risks
Read MoreLife insurance is a contract between an insurance policy holder and an insurer, where the insurer promises to pay a designated beneficiary a sum of money
Read MoreWhy should we make a Will? We all are busy in creating wealth – for our consumption, to buy assets like real estate, car, electronic ,gadgets etc, to achieve financial goals
Read MoreFINANCIAL CALCULATORS
Secure your future through systematic investment
Secure your future through systematic investment
KNOWLEDGE AND LEARNING
Educational Video
Educational Video
Fundzbazar Registration
OUR HAPPY CLIENTS
Mrs. Barnali Sengupta & Mr. Manabendu Sen
Retd. Director, Ministry of Agriculture“After onboarding with Two Plus Two Nine, I have now completely let go of any thoughts about savings and taxes which were used to be a constant headache. It's awesome to see the returns that I am making especially when compared to the LIC's money back policies that I was previously 'investing' into.”
Mr. Md Samiuddin
Assistant Director (Architecture), Delhi Development Authority (DDA), Govt. of India“Got amazing returns (~62% annual) by investing during Covid-19 through Two Plus Two Nine’s advice. They helped me save taxes as well.”
Ms. Samiksha V Baliyan
Founder and Design Director, In-Vogue Design Studio“Two Plus Two Nine is a great advisory platform as it has been for me in the past 6 months. Not only do they advise better, the best part is that they are extremely patient and smooth about teaching their clients about what they are doing and why”
MS. SHUBHIKA SINGH
Senior Consultant, Kinapse India“Two Plus Two Nine discusses the pros and cons of any investment in detail and thus empowers us to make better investment decisions. I would strongly recommend them as a one-stop solution for all the investment guidance. I would also recommend their Instagram page for investor education which provides concise and meaningful information on the basic rules of investing.”
MS. SNOBER KHAN
Architect, Melillo Architects Incoporated, Toronto“I am happy to share my experience with Two Plus Two Nine. They are highly organised and knowledgeable. Their suggestions helped me get great returns during Covid-19. I am highly satisfied with the services provided by them for Mutual Funds. I wish for them to grow and achieve heights in the future.”
MR. SOHAM SEN
Assistant Project Manager, WeWork“This is exactly the financial service that you need and have been looking for! For all practical purposes, Two Plus Two Nine's association is similar to personal portfolio management services. Long-term and short-term goals are not only defined but also very realistically made aware of. Distribution of funds is proactive and advice on withdrawals and to 'hold on' is perfect. Could see my deposits grow multi-fold during the lockdown, tax savings was maximised, and a discipline was adopted because of Two Plus Two Nine's appropriate follow up and encouragement. Best Decision Ever!”
“Mr. Saini is an extremely polite individual. He has good financial knowledge coupled with good market prediction capabilities which makes him great as an advisor. I would definitely recommend him”
Mr. Neeraj Kumar
Portfolio Director of Engineering, Holiday Inn Express, IHG“Mr. Saini is an extremely polite individual. He has good financial knowledge coupled with good market prediction capabilities which makes him great as an advisor. I would definitely recommend him”
MS. ARZOO ARORA
Assistant Manager, Samhi Hotels Ltd.“The confidence I have built over a short period with Two Plus Two Nine is beyond words. Beyond typical tax saving investments like PPF & NPS, I have now gained confidence to start investing in Mutual Funds and insurance as well. They guide me on which funds to choose based on my risk capabilities. They also helped me align my investments to my key big expenses that I plan to do in the next 5 or 10 years.”
MR. TAUSEEF AHMAD
Senior Associate (Research), CBRETwo Plus Two Nine is the platform where I first got onboard to investing in Mutual Funds. Even for a beginner like me, they explained everything in detail and patiently. They are transparent and data-based and hence a lot easier to trust. I would happily recommend them to anyone.”