Tapan Kumar Dutta

Practice at a glance

24

Years of Experience

560

Families Served

₹51

Crores Managed

Practice Details

Min Monthly Investment:₹4,000

Min Lumpsum Investment:₹3,00,000

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Salaried Executives

Language Spoken:Hindi, Bengali, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

50827

APMI Registered PMS Distributor

ARN-50827

Education

Formal Education

Post Graduate Degree (Any Field)

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

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Tapan Kumar.

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

One Page Financial Blueprint

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Tax-Saving Review

Loan & EMI Review