Financial Planning and Wealth Management Simplified
Expertise
Deep expertise in navigating complex financial landscapes, delivering tailored, results-oriented advice to meet clients' unique goals
Trustworthiness
A trusted advisor known for unwavering integrity and transparency, building lasting relationships through ethical financial guidance
WHAT WE PROVIDE
Comprehensive Financial Solutions for Your Future Success
Secure your financial future with expert guidance tailored to your unique needs. From investments to retirement, we provide comprehensive solutions that bring peace of mind and long-term growth
Investment Planning:
Helping clients build and manage a diversified investment portfolio to achieve financial goals.
Retirement Planning:
Crafting strategies to ensure financial security during retirement, including savings plans and income distribution.
Tax Planning:
Advising on tax-efficient strategies to minimize liabilities and optimize financial growth.
Insurance and Risk Management:
Recommending appropriate insurance products to protect clients from potential financial risks.
Comprehensive Financial Services
Tailored to Your Needs
At Tapas Ghosh , we provide a wide range of financial services
designed to protect your future and help you grow your wealth. Our offerings include:
OUR TEAM
Meet With Experts
Tapas Ghosh
MDRT (USA) Life Member
Sumita Ghosh
Financial Advisor
Mr. Pranesh Dey
Tax Consultant
TESTIMONIALS
What Our Clients Says
- 5
I came to know Mr Tapas Ghosh when I was looking for investing to my first life insurance policy, which was dated back in 2011. This was the very beginning, and afterwards I never thought of anybody else as my financial advisor whenever the question of investment for future comes in. Passion, knowledge, comprehension, and a genuine interest in achieving the best for clients is what makes a truly professional financial adviser, Tapas has all of these and more. He is always reachable and puts his clients’ interests as a priority – I would confidently recommend him to anybody requiring a holistic financial assistance.
Dr Anjan Dutta
Assistant Professor, University of Exeter, UK – Client since 2011
- 5
Mr. Ghosh has been helping our family in planning the investment areas since quite a few years now. This has not only helped in positive growth with the investments but also in proper tax planning every year. He has been like a guide and consultant for us when it comes to financial planning.
Sreyashi Bhaumik
Business Analyst, Hexaware Technologies Ltd (IT Services)
- 4.8
Tapas Ghosh was introduced to me by a friend back in 2011...since then he has been helping me allocate my investments....what I like about him the most is his honesty and probably which very few like him in his business have...also his service levels are par excellence and I don't think he even sleeps...wish him all the best for his future...
Dr. Saibal Ray Chaudhury
Little Hut Nirikshan Kendra
We Are Associated With
OUR VISION
Leading The Best
Wealth Management Team.
We not only handle our client’s investment portfolio but also believe in handling their fear, insecurity or anxiety towards their personal goals and finances
- Contingency Planning.
- Risk management.
- Taxation.
- 2 Reviews in a year.
- Dedicated Personal Financial Planner.
- Update on New Investment avenues.
- Wealth management.
- Mutual fund advice.
- 30 minutes one-time session.
- Review of the current portfolio.
- Solution on future investments.
- Addressing any query regarding taxation, insurance, loans or property.
- Contingency Planning.
- Risk management.
- Taxation.
- PROPERTY MANAGEMENT
- Wealth generation
- Legal services
- 2 Reviews in a year.
- Dedicated Personal Financial Planner.
- Update on New Investment avenues.
- Wealth management.
- Mutual fund advice.