I simplify finance with soul.
A CA by profession, a seeker by spirit — helping others build not just wealth, but inner balance.
I’ve always been in search of the bridge between Science and Spirituality – and I’ve found it in the soul.
My CA journey has been a rollercoaster, teaching me patience, dedication, and gratefulness. Hard work has been my constant companion.
➤ Meditation has been my guide in overcoming obstacles.
➤ I believe in finding happiness in small things and staying positive and motivated.
On the professional front:
➤ I am a Chartered Accountant, qualified in November 2022, serving in Assurance domain with a growing focus on personal finance.
➤ Previously, I have served at PwC - AC India in Assurance, auditing major US universities, Hospitals and industries like manufacturing, energy, and utilities.
➤ I served individuals, firms, and companies with GST and Income Tax consultations, final account preparations, and financial advisory.
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CA – Chartered Accountant
QPFP – Qualified Personal Finance Professional
Education
Formal Education
Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Save Taxes
Can help you buy / invest in
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with CA Sangita Biswas.