Logo
Logo
Logo

Home

Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By specializations
  • Coming soon
Professionals Get ListedDownload Guidebook
Logo
Logo
RAJIB  LOCHAN  GHOSH | Tistaa Finserve LLP | KolkataRAJIB  LOCHAN  GHOSH | Tistaa Finserve LLP | Kolkata

RAJIB LOCHAN GHOSH

Tistaa Finserve LLP•Kolkata
3, Parasar Road, 2nd floor, opp. Lake Mall Gate no. 5,
Kolkata, 700029
3, Parasar Road, 2nd floor, opp. Lake Mall Gate no. 5, Kolkata, 700029
View LinkedinView Website
LinkedIn
About

With over 24 years of experience as a Personal Financial Planner (PFP), I focus on building long-term, trust-based relationships with clients. My approach begins with understanding each client’s unique needs, life goals, and financial priorities. Through detailed risk assessment and structured planning, I guide clients toward informed decisions that align with their risk appetite and future aspirations. I believe financial planning is not just about products, but about clarity, discipline, and confidence. By offering unbiased guidance and practical solutions, I help individuals and families navigate financial milestones and work steadily toward financial security and well-being.

Practice at a glance

24
Years of Experience
1000
Families Served
₹50
Crores Managed

Practice Details

Min Monthly Investment:₹1,000
Min Lumpsum Investment:₹1,00,000
Nature of earnings:Commissions
Mode of Meetings:Physical
Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Government Staff
Language Spoken:Hindi, Bengali, English

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Loan Against Securities
PMS
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with RAJIB LOCHAN .

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check
Risk Profile Assessment
Tax-Saving Review
Loan & EMI Review