Subhabrata Ghosh
Step Ahead Investment Advisors Pvt Ltd•Kolkata,WB
12A N S Road, Room no. 13A/1, 5th Floor, ,
Kolkata, WB, 700001
12A N S Road, Room no. 13A/1, 5th Floor, , Kolkata, WB, 700001
About
Practice at a glance
5
Years of Experience
200
Families Served
₹50
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
SEBI Registered Investment Adviser
Education
Formal Education
BCom – Bachelor of Commerce, BCom – Bachelor of Commerce
Industry Education
NISM X-B – Investment Adviser Level 2, NISM X-A – Investment Adviser Level 1, NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Subhabrata Ghosh.
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
Retirement Readiness Check