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Sobhan Kumar Guha.  CWM, QPFP, NISM & CRISIL Certified Wealth Manager | AUDRIM Finservs | KolkataSobhan Kumar Guha.  CWM, QPFP, NISM & CRISIL Certified Wealth Manager | AUDRIM Finservs | Kolkata

Sobhan Kumar Guha. CWM, QPFP, NISM & CRISIL Certified Wealth Manager

AUDRIM Finservs•Kolkata,WB
56/1, B.B.Chatterjee Road, Kasba,
Kolkata, WB, 700042
56/1, B.B.Chatterjee Road, Kasba, Kolkata, WB, 700042
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About

Hello, I'm Sobhan Kumar Guha, a dedicated personal finance professional with a passion for empowering individuals to achieve financial freedom. With over 2 decades of experience in the industry, I've developed a keen understanding of what drives financial success. My expertise lies in crafting tailored strategies for wealth creation, risk management, and behavioural finance. I've had the privilege of guiding numerous clients through market fluctuations, helping them make informed decisions and stay focused on their long-term goals. My approach is centred around understanding investors unique needs and objectives, and working collaboratively to create a personalized plan that secures their financial future.

Practice at a glance

20
Years of Experience
52
Families Served
₹50
Crores Managed

Practice Details

Min Monthly Investment:₹20,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors, Senior Citizens / Retirees, Doctors, Salaried Executives, Government Staff
Language Spoken:Hindi, Bengali, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CWM – Chartered Wealth Manager

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-61008

APMI Registered PMS Distributor

APRN00434

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM XV – Research Analyst Certification, NISM VIII – Equity Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Sobhan Kumar Guha. CWM, QPFP, NISM & CRISIL Certified Wealth Manager.

Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check