SEBI Registered Investment Advisor - Licence No : INA300002857

Financial planning is an excellent way of retrospection of our ongoing investments. Mr. Sen Has been able to reflect the future possibilities in a broader perspective-Saurav Kumar Datta & Somdatta Dutta, Kolkata

As a CFP, Mr.Sen is the first person I came across and felt the need of giving the responsibility of handling or planning my finances. As a person, he is very trustworthy. We have just started our journey with a positive mindset. Hope the ship would sail smoothly & Mr. Sen could guide me & take me through all the turbulences without major setback. Good luck to you-Anirban Sarkar Kolkata

Mr. Uttam Kumar Sen as a Financial Planner have enough domain knowledge to deal my situation. I shall invest according to his recommendation. If I follow the process I can fulfill my aspirations-Sanjay Halder Kolkata

After getting the financial plan written by Mr. Uttam Kumar Sen, I feel confident about achieving my goals & also feel I’m properly guided my financial plan-Juin Gan Kolkata

“Subhabrata is a person whom I can recommend to anyone who is really serious about his/her future financial planning. He has the knowledge and the expertise to guide anyone according to their own financial planning need. Such a Financial advisor is difficult to find who can give an independent and unbiased view in the jungle of financial products in the market. Since I have worked with him and improved my future financial planning , now I can have some peace of mind. For me he is a must know person as a Financial advisor and a guide.” July 16, 2011 Debashis Saha

“Subhabrata worked on my financial planning and his advice yielded great results. He is very conventional from other advisers in market, because he does not drive his suggestion based on the best commissions from investments. He is expert in taking holistic view of clients’ financial portfolio and can suggest investments with long term gain. The best part I like in Subha is he is very rational in explaining the positives and negatives of a instrument, which any sensible investor would look for. He establishes a very amiable yet professional relation with his clients, and gives enough room to the client to make the final decision. I am looking forward to avail his service in future.”- December 16, 2011 Aurobindo Saha

“I came across with Subhabrata in 2009.What I have liked about him is his honest approach towards his job. Subhabrata bears a very cool head on his shoulder and a good listener. You can surely expect best of quality and realistic suggestions from him.Very homely kind of a guy with whom you can discuss personal things other than financial matters also.In many a circumstances he has stretched himself more than expected to get things done.I see him coming up in a very steady manner upwards in life .I wish him every success in life” January 12, 2012 Vikram Dasgupta

“Subharata’s passion for his work and drive for making his client’s achieve financial well being, is really contagious and inspiring. His consultation helped us to have a complete paradigm shift regarding financial planning and investment opportunities. What is most noteworthy in him as a consultant, is that we never found him spoon feeding us with financial do’s and don’ts rather he educated us with relevant industrial information, trends and studies and in the process empowered us in taking informed decisions. Looking forward to a long term fruitful professional engagement and wishing him all the best in his endeavours.” July 18, 2012 Prapti Das

“Subhabrata is a financial planner who takes into consideration every minute perspective of personal finance and after proper analysis suggest the best solution based on the current position and also projects future scenarios which can really help a lot in financial planning for the entire life”.-  Bivas Chandra Basu

Subhabrata is a great finacial planner, helping you in a big way for financial investments and medical insurance planning. Unlike other planners, he understands the specific needs of the individuals and thus guides the investors to utmost benefits. With his deep knowledge of the various financial instruments, and understanding of the market behaviour, I personally was highly benefitted from his suggestions and recommendations- Purnendu Jyoti Majumdar

I know Subhabrata for last few years. The word is best suited for him “Trusted”. He is THE person who has changed my mindset in personal savings scheme. He is quite knowledgeable and moreover he designs the solution for the customer, not for himself.- Anibandha Mukhopadhyay, General Manager – Shared Services at SUN PHARMA

Subhabrata is a person with a hard working attitude and a far sightedness to guide you towards the right investment goal. Appreciate his role of being a financial advisor to me for a long time.- Deb Roy, Tech Mahindra

Subhabrata has a clear understanding on the subject and has a very open communication. Also very pleasant personality to deal with.- Angshuman Chakrabarty, Vice President at Mitra SK Pvt Ltd

Mr. Uttam Kumar Sen has an honest and precise approach to his clients. He has guided me well to put me on track to achieve my financial goals- both short & long term. As I get more organized at my end, with Uttam’s guidance, I should be able to reach my benchmark – Abhijit Bose

After having an informative interaction with Mr. Uttam kumar Sen, I feel confident about achieving my goals. He has deep knowledge to help me achieve my goals.-  Manas Mohon Ghosh 

Mr. Sen has prepared an elaborate plan for me. All the unforeseen events were taken care off. I am much more aware now as he has properly mentored me.- Tuhin Paul

The plan prepared by Mr. Sen is very clear to me; my financial goals and needs were well addressed. I am looking forward to get continuous support from him to achieve my goals.- Debkanti Chowdhury

Feeling relieved after discussing my issues with Mr. Sen… Safe pair of hands to deal with my goals now.- Dr. Jayanta Bhattacharyya