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PICASSO BHOWMICK | FinSwan | siliguriPICASSO BHOWMICK | FinSwan | siliguri

PICASSO BHOWMICK

FinSwan•siliguri,WB
1st floor, Shyam Plaza, SF Road, Milan Pally,
siliguri, WB, 734005
1st floor, Shyam Plaza, SF Road, Milan Pally, siliguri, WB, 734005
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About

I am an Entrepreneur, Teacher, and Financial Literacy enthusiast. I have worked for 13 years across government and private sector institutions such as Karvy, ICICI, and Punjab National Bank before leaving the corporate world to follow my true calling. After achieving financial independence myself, I founded FinSwan to help young Corporate employees & Freelancers build wealth, manage risks, and achieve financial freedom. At FinSwan, we are a close-knit team of four professionals serving clients across India. We primarily work with corporate employees and freelancers aged 25–35, helping them invest with clarity and purpose. Our focus is on aligning investments with life goals—whether it’s wealth creation, security, or early financial independence - so our clients can build a financially confident future. While most advisors talk about returns, we talk about risk. At FinSwan, disciplined long-term investing matters more to us than chasing quick profits.

Practice at a glance

3
Years of Experience
115
Families Served
₹22
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors
Language Spoken:Hindi, Bengali, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

PFRDA Registered Retirement Adviser

SEBI Registered Investment Adviser

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM XVII: Retirement Advisor Certification, NISM XIII: Common Derivatives Certification, NISM VIII – Equity Derivatives Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom

Can help you buy / invest in

Health Insurance
Global Investing
Mutual Funds
PMS
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with PICASSO BHOWMICK.

30 Minute Q&A — Ask Me Anything
Financial Wellbeing Workshop