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Best Financial Advisors & Planners in Kolkata
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Here is our List of the top 10 Best Kolkata Financial Planners & Advisors
Mudit Khanna - Insoft Financial Services
Insoft Financial Services (IFS) began its journey in 1998 and has since evolved into a leading Financial Advisor in Kolkata, specializing in the Individual Financial Advisor (IFA) category. With over two decades of experience, IFS now caters to more than 700 families and 2,000 individuals across Kolkata, various cities in India, as well as NRI clients in Australia, the US, UK, UAE, and Singapore.
At IFS, a team of professionals, led by Mr. Mudit Khanna and Mr. Sandip Singhal, brings their wealth of knowledge, structured advisory processes, and innovative research capabilities to help you realize your financial goals. Both of them hold postgraduate degrees in Business Management and collectively possess 20 years of industry experience.
Being an independent advisor, IFS operates without any affiliations or ownership ties to brokerage firms, investment groups, or insurance companies, ensuring unbiased and conflict-free financial guidance. IFS takes pride in establishing long-term relationships with clients, offering continuous service support, expert advice, and 24/7 online services to cater to the needs of modern investors.
At IFS, the core belief lies in crafting personalized solutions for each client, recognizing that everyone's financial journey is unique. The team invests time in thoroughly understanding each client, their family, goals, and aspirations. This personalized approach allows IFS to provide tailored financial planning services, guiding clients throughout their investment journey.
P-357/1/9AB, 2nd Floor, Prince Anwar Shah Road, Kolkata.
Kanak Jain - Suskan Finmart
FPSB No: IN149927
Suskan Finmaart Pvt Ltd. commenced its financial services journey in 2000, specializing in the distribution of Mutual Funds, Insurance, and related financial products. Over the years, the company has evolved to offer a comprehensive suite of services, including online financial planning, investment education, plan implementation, and investment monitoring. This platform empowers individuals to construct robust portfolios aligned with specific financial goals, such as child education, retirement planning, and wealth creation, using instruments like Mutual Funds, Insurance, Fixed Deposits, Bonds, and more.
Recognizing the significance of technology, Suskan Finmaart has provided its clients with convenient online access via the web portal "www.suskan.co.in" and the "SUSKAN" mobile app. This approach allows over a thousand clients to effortlessly track their portfolios online, ensuring transparency and ease of access. The team at Suskan is driven by the core idea of "Ensuring Continuous Financial, Intellectual, and Holistic Growth" for clients and associates. By promoting financial literacy, skill enhancement, and encouraging innovative thinking, Suskan creates a people-oriented culture that paves the way for success and transforms challenges into achievements.
The company's commitment to investor education is evident through its "Wellness Through Financial Planning" initiative, featuring a gamification tool known as "The Volatility Game." This program leverages gamified learning to enhance personal finance awareness, offering individuals an engaging and interactive way to understand financial concepts. Suskan Finmaart thrives on the philosophy that dedicated effort and going the extra mile are the keys to both personal and corporate success. Success, in their view, is not only about achieving one's own goals but also helping others to succeed in their financial endeavors.
Nilhat House, 6th Floor, 11 R N Mukherjee Road, Kolkata 700001.
Ritesh Kumar Jalan - Sampark Online
FPSB No: IN151160
Sampark Online, under the dedicated guidance of Ritesh Kumar Jalan, a Certified Financial Planner (CFP) accredited by FPSB India, has been a key player in the financial industry for over five years. With an unwavering commitment to putting customer interests at the forefront, Sampark Online distinguishes itself by prioritizing your financial well-being over its own.
Ritesh Kumar Jalan's extensive experience in the financial field has been instrumental in shaping Sampark Online's customer-centric approach. As a financial consultant, the primary focus is to provide advice and guidance that aligns with your best interests, ensuring that your financial goals and aspirations take precedence throughout the advisory process.
Sampark Online values the trust that clients place in its services and strives to build long-lasting relationships founded on the principles of transparency, integrity, and a genuine commitment to helping clients achieve their financial objectives. As the financial landscape continues to evolve, you can count on Sampark Online and Ritesh Kumar Jalan to navigate these changes while providing expert guidance tailored to your unique financial journey.
75(193), G.T.ROAD, RAMBANDHU TALAW, OPP-CHOWALAL SCHOOL, ASANSOL -713303 (WB).
Surajit Pramanick
FPSB No: IN151721
Surajit Pramanick, a Kolkata native, is a young and dynamic financial professional with a strong background in various aspects of financial planning and investment. He graduated with a major in Commerce from the University of Calcutta in 1998, marking the beginning of his journey into the world of finance.
During the period from 1998 to 2005, Surajit gained valuable experience in accounts and audit, diving deep into financial management. From 2006 to early 2015, he worked in the stockbroking industry, holding positions like Branch Manager with Peerless Securities Limited, and accumulating expertise during his tenure with organizations like Indiabulls Securities Limited and IIFL.
Today, Surajit is not only an experienced professional but also a mentor in the field of financial markets in India. He has actively contributed to projects like the National Skill Development Program (NSDC) through his association with TIKSNA MISSION TRUST (TMT). With a lifelong goal of becoming a personalized financial manager, he has pursued various certifications and degrees, including Certified Financial Planner, to create customized financial solutions for individuals.
Furthermore, Surajit has expanded his career by serving as a visiting faculty member at several prestigious institutes and providing AMFI training to bankers. He is dedicated to mentoring future Certified Financial Planners, offering professional guidance to those looking to enter the field.
Ganapati Bhavan 32 Ramlal Agarwala Lane, Sinthee Kolkata, West Bengal, India 700050.
Subhabrata Ghosh - Step Ahead Investment Advisors
FPSB No: IN150309 | SEBI RIA No: INA300002857
Fee Only: ✅
In January 2014, a remarkable journey began. A collective of seasoned Financial and Wealth Management professionals, each boasting decades of experience, took a bold step to establish a fee-based Financial Planning & Wealth Management Service provider dedicated to offering clients ethical and professional financial guidance. This visionary endeavor marked the birth of Step Ahead.
Step Ahead stands out as an organization comprised of professionals unwaveringly committed to adhering to the highest professional standards and code of ethics established by FPSB India and the Securities Exchange Board of India. These guiding principles serve as the compass for the team in their pursuit of providing sound financial advice and services.
Since its inception, Step Ahead has been the trusted partner in enhancing the financial well-being of more than 500 families across India and beyond. With a collective experience spanning over 80 years, the team at Step Ahead Investment Advisors consistently delivers client-centric services, ensuring that their clients receive nothing less than the best in financial advisory. They take pride in being at the forefront of ethical and professional financial practices, aiming to make a meaningful impact on the financial lives of their clients through ongoing consultation and support.
12A, N S Road, 5th Floor, Room No 13A/1, Kolkata 700001, WEST BENGAL.
Arijit Sen - Merry Mind
FPSB No: IN151002 | SEBI RIA No: INA300012723
Fee Only: ✅
Arijit Sen is a Certified Financial Planner and a SEBI Registered Investment Advisor in Kolkata, offering fee-only financial advisory services. He graduated with a Bachelor of Commerce from St. Xavier's College, Kolkata, specializing in Accounting and Finance. Arijit's journey in finance started early when, during his college years, he prepared a comprehensive project on "Financial Planning" that received great appreciation from his professors.
Inspired by his father's successful career in personal finance spanning over three decades, Arijit decided to follow in his footsteps. He observed his father's client-centric approach and honed his skills in understanding people's attitudes and behaviors. He also developed a keen interest in Mutual Funds and obtained certifications in Mutual Fund Distribution and General Insurance.
In 2019, Arijit applied for and received his SEBI license to work as an Investment Advisor, marking the beginning of his professional journey in providing impartial, quality financial advice. He furthered his qualifications by becoming a Certified Financial Planner and a Qualified Personal Finance Professional. Arijit's belief in conflict-free advice led him to focus on addressing financial and non-financial concerns, guiding clients toward peace of mind.
As the second generation in his family's financial advisory practice, Arijit is committed to carrying forward his father's principles and culture. He is an active member of various financial planning associations, and he also conducts training sessions and workshops for students and professionals alike. Arijit's dedication to his clients and passion for financial planning are the cornerstones of his thriving advisory practice in Kolkata.
Abhinandan Tower, Fourth Floor, Flat No. 4A, 1368, Survey Park, Kolkata: 700075, West Bengal, India.
How do I Find the Best Financial Planner in Kolkata?
When you’re searching for a wealth adviser or a financial planner in Kolkata, you may be wondering where to begin your search. More often than not, most people often ask “how do I find a good financial planner in Kolkata?”. Locating a good financial planner can be challenging, but it’s not hard.
Here is how to find a good financial planner in Kolkata:
- Wealth Adviser Referrals: The traditional way of finding a financial planner is through personal and professional referrals.
- Wealth Adviser or Financial Planner Association Websites: You can often locate financial planners through various association websites.
- Using a Service Like ours - Best Financial Planners: Best Financial Planners helps you narrow down your search for a financial planner or a wealth adviser in Kolkata you can trust.
Even with the use of referrals and association websites, all the hard work is still going to come from your end. This means you’ll have to interview and research the shortlisted financial planners in Kolkata to ensure they’re the best fit for your needs. However, there is an easier way to find a financial planner: using Best Financial Planners helps you mitigate most of the hard work. We provide curated list of top 10 or best, trusted and reputable financial planners in Kolkata you can hold in high regard.
What to Consider When Choosing a Certified Financial Planner or Registered Investment Adviser in Kolkata?
Before you begin the process of choosing a financial adviser in Kolkata, you want to be sure the advisor you choose is right for you. All of our financial planners in Kolkata are highly rated and carry a proven success rate. However, you may want a wealth advisor who specialises in an area that’s custom-tailored to your goals.
Every financial planner or wealth adviser on Best Financial Planners carries a wealth of experience and expertise. However, each financial advisor will likely have their own area of expertise — an aspect that they’re best suited for. If your goals are long-term, short-term, high-risk, or low-risk, you want to be sure the wealth advisor you’re choosing is best for you.
Best Financial Planners helps you cut out the research phase of this stage by providing you with financial planners and their listed specialties. Simply look at the wealth adviser’s profile for the “best for” section to find a financial planner that matches your needs.
If you are looking for a financial planner in Kolkata, here are some key factors to consider:
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Qualifications, Certifications, and Accreditations: Find out what qualifications, certifications, and accreditations do the financial planner has? These do not necessarily make them the best financial planners, but at least it sets a baseline of expertise.
- If your chosen financial planner, wealth adviser, or investment advisor is a SEBI RIA then make sure he/she is registered with BASL as it is mandatory. You can verify this be visiting the BASL member check website and by entering financial planner's SEBI RIA no:.
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Also you must find out whether your selected financial planner is an individual financial advisor or a corporate (LLP or Pvt Ltd) financial advisor. Usually, individual financial planners are more keen to provide you a reliable financial planning advice or wealth growth advice as they are fee-only financial planners, however, there are a few fee-only corporate financial planners too. In India, corporate financial advisors can be both RIA and Mutual Fund Distributors, however, they can not provide both services to the same client. Whereas, individual financial advisors can only provide fee-only financial advisory services.
For example - Following are 3 types of financial planners, wealth advisors, or investment advisers in India:- Fee-only Individual Financial Planner: e.g. Chandan Singh Padiyar
- Fee-only Corporate Financial Planner: e.g. Suresh Sadagopan - Ladder7 Wealth Planners
- Corporate Wealth Advisor: e.g. Soumya Rajan - Waterfield Financial And Investment Advisors
- Another thing you must make sure is that your chosen financial planner MUST NOT be providing any stock tipping business activities. We do not list any such financial planners on our website, however, we CAN NOT guarantee if any listed financial planner is providing such activities.
- Specializations and Type of Clientele: Then, find out if they have any particular specialisation or type of clientele? This can help you determine if they are best suited for your type of situation. For example: Find out if your chosen financial planner specialises in the investment advisory category you are looking for, such as, retirement, children education, tax planning, debt restructuring, etc.
- Communication: Finally, find out what is their communication like? You need to know that you can communicate easily with them and that they will listen to your concerns and answer you questions in a timely manner. Overall, you need to be comfortable with your financial planner as you are usually dealing with some very intimate issues.
More about our financial planners in Kolkata?
Most of the financial planners listed by us in Kolkata are licensed, highly reputable, and discoverable through FPSB and SEBI RIA registrations. When we choose which financial planner to list for our website consumers, we go through a strict process of research that includes looking into the wealth advisor’s success rate, track record, specialties, and more. Whatever your situation may be, we’re confident that you will have no problem finding a financial planner that fits your needs and can get the financial planning job done at a great success for you eventually growing your wealth.