Bhaswati Chatterjee

I’m Bhaswati Chatterjee, CFP®, CFA (ICFAI), and CCRA certified AMFI-registered Mutual Fund/SIF Distributor, helping professionals and families turn their savings into purpose-driven wealth through SIP investing, goal-based financial investments and tax-efficient strategies. With over 20 years of previous experience across corporates in various fields, I combine institutional discipline with practical, real-life planning. My approach is simple Buy peace of mind with goal based investments. I specialize in Mutual Funds, SIFs, PMS, AIFs, GIFT City products (for both Resident Individuals & NRIs), Wealth Creation, Goal-Based Investing and Tax Efficiency. Whether it’s planning for retirement, children’s education, wealth accumulation or financial independence, I help clients move from uncertainty to a clear roadmap. As a CFP® professional my advice is grounded in fiduciary responsibility, deep financial knowledge, and investor education.