OUR SERVICES
We provide our clients with the best solutions in wealth creation and risk management.
ABOUT
SWAPAN GHOSH
A reputed name for comprehensive financial advisory and product distribution services
At Swapan Ghosh, our mission is to provide our clients with the best solutions in wealth creation and risk management. We are driven to provide clients with simple, unbiased, and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
WHY CHOOSE US?
Client-Focused Strategy
Our services are designed with your needs at the forefront of this. Your long-term objectives are the central guiding force behind every recommendation we make.
Comprehensive Product Portfolio
We provide seamless access to a wide range of financial products, focusing on a holistic, needs-based approach rather than a product-centric one.
Commitment to Customer Satisfaction
With the right mindset, skilled personnel, efficient processes, and cutting-edge technology, we are dedicated to delivering superior service quality and ensuring your satisfaction.
Enhanced Service Offerings
Our services are designed to offer you comfort, convenience, and confidence in managing your wealth. You can stay informed about your investments anytime, anywhere.
Extensive Experience & Expertise
With over 34 years in financial advisory and product distribution, our expertise allows us to understand your needs thoroughly and provide tailored strategies and solutions to help you reach your goals.
Passion-Driven Service
We are passionate about serving our clients. Our greatest motivation is helping you achieve your financial aspirations and life dreams with our dedicated support.
36
Years of Experience
2000+
Satisfied Clients
800+
Claims Settled
35
Awards
We Support your Financial Interest
Our company was founded in 1989, and as of now, we have 1800 + happy customers. Through efficient and wise investment planning, we will assist clients in reaching their financial objectives. We hold certifications from the NSE National Stock Exchange and the AMFI (Association of Mutual Funds of India) as Wealth Managers, Mutual Fund, and Insurance consultants. Our team of financial advisors is highly skilled and experienced, and we provide comprehensive financial advisory services. We provide investment choices to clients based on their long-term and short-term goals by utilizing our comprehensive understanding of insurance, tax legislation, and mutual fund investments. Our main goal is to give consumers quick access to financial solutions so they can have a safe retirement. We are India-based Financial Investment Advisory Services.
OUR EXPERTISE
What We Provide
Goal Planning
Such as Children’s education, children’s marriage, vacation, buying a home or car, etc.
Tax Planning
Proper tax planning will help you save tax, leaving more money in your hand.
Retirement Planning
What should be your retirement corpus to lead a happy retired life.
Budgeting & Loan Management
Repay bad loans and take better control of your finances.
Insurance Planning
What’s your human life value? What should be your cover? Which is the best one for you?
Investment Planning
Investing in best suited invests to achieve your goals confidently.
CUSTOMER'S
TESTIMONIALS
Receiving excellent service as a Financial Consultant on LIC/Mutual Funds/Mediclaim for the last 25 years. Ontime and anytime service even for a small amount, he is always available anywhere. A very much organized person guides us like a family member.
Piyali Sengupta
Assist: Manager
Varra Crafts
OUR ASSOCIATE PARTNERS
