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 & more
Min Lumpsum Investment:₹1,00,000 & more
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 GHOSH.