What We Offer?
The detailed plan will ideally comprise of the various financial aspirations and goals and risks that needs to be covered in the financial life of the person or family. The planner will like to unravel before the client the currently unseen scenarios and how he can take precaution to counter the future – “Planning the future into the present so that you can do something about it NOW” – Alan Lakein.
The Modular plan will ideally cover a particular goal like Retirement Planning or Child Education which the client wants to plan.
Mutual Fund Advisory Services
A) Value Investment Plan
B) Asset Allocation
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
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
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
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
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
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.
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.
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
Subhabrata'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.
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
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.
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.
Very open communication and clear understanding on the subject. Also very pleasant personality to deal with Subhabrata.