Subhankar Chakraborty | Perfect Finserv

About

Subhankar Chakraborty, managing partner of Perfect Finserv, a wealth advisory firm based in Kolkata. Perfect Finserv is a AMFI – Registered Mutual Fund Distributor, having diversification in Insurance, Direct Securities Market, PMS and AIFs.

Practice at a glance

12

Years of Experience

225

Families Served

₹850

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

CWM – Chartered Wealth Manager

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

PFRDA Registered Retirement Adviser

Education

Formal Education

BE – Bachelor of Engineering

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

Can help you buy / invest in

Fixed Deposits & Bonds

Global Investing

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Subhankar Chakraborty.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Insurance Portfolio Review