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

Myself, a finance professional with a strong background in commerce and a passion for helping others achieve their financial goals. With a commerce degree under my belt, I began my career in audit assistant before transitioning to insurance advisory services. In 2003, I took a significant step forward by becoming a sub-broker for ICICI Securities, a leading financial services firm. Over the years, I have expanded my expertise and services to include mutual fund distribution, becoming an AMFI-registered distributor in 2008. Today, I am a Qualified Personal Finance Professional and holding prestigious certifications of Chartered Wealth Manager and NISM & CRISIL Certified Wealth Manager. With over decades of experience in the financial industry, I have developed a unique blend of skills, knowledge and expertise that enables me to provide comprehensive financial solutions to my clients. My mission is to help individuals and families achieve financial freedom, security, and prosperity.