For our team its not just planning your finances rather it’s about planning your lives.As we partner in your growth journey,we are committed to you just as we are comitted to our family.Our priority is establishing long term trustworthy relations with our clients through planning,to safely maximize your finances by proper investment with proper risk management .Our sharp focus is on the needs and values of our customers has allowed us to build long term partnerships that challenges the status quo of traditional business relationships.To our customers we are trusted financial educators.
Founders
Mr. Sujan Das
Certified Financial Planner and Chartered Trust and Estate Planner is one of the top most Certified Financial Guide in the country.A leader and highly commited Mr. Sujan Das is passionate about spreading financial literacy as to how his clients can make smart and informative choices about safe money Mr. Sujan Das has alwas inspired self-starters to be transparent ,consistent and strategize in their proffessional journey.
Mrs. Paramita Das
B.Sc (Chemistry Hons), NISM certified Investment Advisor. Experience 20 years is a commited and an able administrator and decision maker.She belivies in standing by her clients and establish a long term trustworthy relationship.