FINSIGHT Advisory & Consulting Services — Where Experience Meets Financial Excellence

Finsight Advisory & Consulting Services

Where Experience Meets Financial Excellence.

Mr. Sanjay Gupta (B.E., MBA Finance) is a seasoned banking and finance professional, carrying over 36 years of credit experience across diverse industries such as real estate, urban infrastructure, hospitality, fertilizer, dairy, manufacturing, logistics, services, chemical, pharma and textiles. His core expertise spans project finance, working capital assessment, term lending, SME credit appraisal, financial restructuring and corporate business strategy — bringing a banker's rigour and credit discipline to every mandate.

Mutual Fund and SIF distribution is offered separately by Sanjay Gupta in his individual capacity — AMFI Registered Mutual Fund Distributor (ARN-52107), SIF Certified (valid till June 2027). See MF & SIF.

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9Advisory service lines
36+ yrsCredit & banking experience
20+ yrsMarkets experience

Core Expertise

Project finance · Working capital assessment · Term lending · SME credit appraisal · Financial restructuring · Business strategy

Experience

Reserve Bank of India, IDBI Bank, National Dairy Development Board, National Housing Bank. International agencies: World Bank & JICA. Large, Mid and MSME banking portfolios.

Why Choose Us

Client-Centric Approach · Strategic Advisory · Sectoral Strength · Right investment approach · Team of Financial Experts
Project Finance & Bank Loan ServicesYour Partner for Financial Growth
Finsight Project Finance and Bank Loan Services: project reports, DPR, CMA data, term loan and working capital proposals, MSME loan reports, DSCR analysis

Our Services

Financial reports · Loan documentation · Business advisory

    Suitable for

    New ProjectsMSMEsBusiness ExpansionMachinery PurchaseWorking CapitalBank Finance

    Email UsWhatsAppBook Consultation

    Professional approach · Customised solutions · Bank-oriented reports · Confidential & reliable. Loan sanction rests with the lender and any credit rating with the rating agency; Finsight prepares reports and proposals and provides advisory support, and does not guarantee approval or a particular rating.

    Email: contactus.finsight@gmail.comCall / WhatsApp: +91 79773 04830www.finsightadvisory.co.in · Navi Mumbai

    Explore

    Finsight WealthPath — Your Retirement, Mapped With Precision

    Free retirement planner: will your corpus support your monthly withdrawals (SWP)? Compare Conservative, Balanced and Growth approaches side by side.

    Open WealthPath ▸

    Services

    Finsight's corporate and business advisory services.

    MF & SIF

    Offered individually by Sanjay Gupta (AMFI Registered MFD, ARN-52107) — these are not Finsight Advisory & Consulting Services offerings.

    Step 1 · Know your risk profile

    Before investing in mutual funds or SIFs, answer a short questionnaire to understand how much risk you are comfortable taking. It helps identify a suitable investment approach and is not investment advice.

    Take the Risk Profiling Questionnaire ▸

    Step 2 · Start a Mutual Fund Investment

    Ready to begin? Open the investment link of Sanjay Gupta (AMFI Registered MFD, ARN-52107). It opens finsightadvisory.creso.in in a new window. Mutual fund investments are subject to market risks, read all scheme related documents carefully.

    Start Investing ▸

    Mutual Funds

    Goal-based investing across equity, debt and hybrid categories — direct and regular plans.

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    SIF — Specialized Investment Fund

    SEBI category introduced in April 2025, positioned between mutual funds and PMS. Sanjay Gupta is SIF-certified (valid till June 2027).

    AMCs with SIF platforms include Edelweiss, SBI MF, quant MF, HDFC, ICICI Prudential, Kotak, Mirae Asset, Tata, Bandhan, 360 ONE, DSP, ITI and Union. General industry information — confirm availability and empanelment directly.

    Message us about this →

    Calculators

    Illustrative tools with live charts and a PDF summary. Assumed returns are not guarantees.

    MF Research & Knowledge Desk

    Scheme category explorer

    Full scheme-level research

    For AMC- and scheme-level data use these independent sources:

    AMFI India · Value Research · Morningstar India

    AMFI Registered MFD · ARN-52107 NISM / AMFI certified distributor

    Start a Mutual Fund Investment ▸Know Your Risk Profile

    General education only — not a recommendation of any scheme. Read the SID, KIM and SAI before investing.

    Fund Explorer beta

    Search any Indian mutual fund scheme to see its NAV history, trailing returns and a SIP back-test on actual NAVs. Informational only — not a recommendation.

    Data: MFapi.in (third-party, may be delayed). Past performance is not indicative of future returns. Mutual fund investments are subject to market risks, read all scheme related documents carefully.

    Frequently asked questions

    Compliance

    MF / SIF distribution is the individual activity of Sanjay Gupta, AMFI Registered Mutual Fund Distributor (ARN-52107), SIF Certified (valid till June 2027), and is separate from Finsight Advisory & Consulting Services.

    Finsight's own services are the nine corporate/business lines listed above, independent of mutual fund distribution. Neither identity offers Portfolio Management Services.

    WealthPath and the calculators are illustrative planning tools. Projections rest on assumed returns and are not a forecast or guarantee.

    Mutual fund investments are subject to market risks, read all scheme related documents carefully. No assured returns. Nothing here is investment, tax or legal advice.

    Grievances: write to contactus.finsight@gmail.com — acknowledged within 3 business days. See RBI · SEBI · AMFI.

    Contact

    Phone / WhatsApp
    +91 79773 04830

    Email
    contactus.finsight@gmail.com

    Website
    www.finsightadvisory.co.in

    Location
    Navi Mumbai, Maharashtra

    GSTIN 27AJGPG7280F1Z6

    Book Consultation

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    FINSIGHT Advisory & Consulting Services — Where Experience Meets Financial Excellence
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    Finsight WealthPath

    Your Retirement, Mapped With Precision

    Find out whether your retirement savings can support the monthly income (SWP) you have in mind — and for how long. Three investment approaches, side by side.

    Your inputs

    Runs fully in your browser — nothing is stored or sent. Engine runs 40 years; results are read at your horizon.

    Enter your figures to see the projection.

    SWP back-test on a real fund beta

    See how your corpus and monthly SWP would have fared in an actual mutual fund, starting in every possible month of its NAV history. Uses the inputs above. Illustrative only — not a recommendation.

    Data: MFapi.in (third-party, may be delayed).

    Portfolio mix behind each scenario

    How gains are taxed (FY 2026-27, general information)

    Equity funds: STCG 20% (up to 12 months); LTCG 12.5% above ₹1,25,000 a year. Debt and gold funds bought after 1-Apr-2023: whole gain at your slab rate. An SWP redeems units, so only the gain portion of units sold is taxed, not the full withdrawal. Verify rates each year and consult a Chartered Accountant.

    Disclaimer. Sanjay Gupta (ARN-52107) and Finsight Advisory & Consulting Services are AMFI Registered Mutual Fund Distributor(s), not SEBI-registered Investment Advisers; any guidance is incidental to distribution. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. All figures are illustrations based on assumed returns, not a promise or guarantee. Read the SID, KIM and SAI before investing.

    Discuss my plan with Sanjay Gupta

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