Financial Advisor & Planner

The term "financial consultant" encompasses a wide array of professionals, including brokers, financial planners, investment advisors, tax consultants, portfolio managers, and others. Our associates include individuals with diverse qualifications and experience, offering guidance across various areas such as budgeting, investing, retirement planning, debt management, tax planning, risk assessment, and related financial matters.

The area of expertise of each consultant may vary depending on their academic background, professional training, practical experience, and field of specialisation.

Our associates, including Chartered Accountants registered with the Institute of Chartered Accountants of India (ICAI), conduct their professional responsibilities in line with the highest standards of integrity and diligence. All services are delivered with an emphasis on transparency, accuracy, and adherence to applicable legal and regulatory frameworks, ensuring that clients receive advice that is ethical, compliant, and in their best interest.

Our Consultant Forum

Pijush Karmakar

FCA, DISA(ICAI)

Pratap Mukherjee

B.COM, C.A.I.I.B.

Soumitra Lahiri

M.Com, FCA, PhD