A Few Words

About Me

About — Suman Bagchi

Financial Consultant • SEBI Registered Broker • AMFI Certified Advisor • IRDA Licensed

Hello — I’m Suman Bagchi

25+ Years of Trusted Experience

I provide world-class financial services to help individuals, families, and businesses plan, protect, and grow their wealth. My approach blends regulatory compliance with practical investing and tax-smart strategies to build long-term financial stability for my clients.

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My Core Services

A holistic suite of services designed to cover every aspect of your financial well-being.

Share Broking (SEBI)

Mutual Funds (AMFI)

Life Insurance (IRDA)

General Insurance

Tax & Compliance

Financial Planning

My Professional Journey

1999 — 2008

Started my career in brokerage and retail equity trading, building a strong foundation in market operations and client management.

2008 — 2016

Expanded into mutual funds and financial advisory services after getting registered with AMFI to offer diversified investment solutions.

2016 — Present

Achieved SEBI & IRDA registrations and grew my client base across retail and small business niches with a full-service financial consultancy.

What My Clients Say

“Suman helped me understand my investment options and get tax-efficient returns. Highly professional and patient with all my queries.”
— R. Sen

“A trusted advisor for our small business. Suman provides seamless bookkeeping and ensures our tax filings are perfect every single year.”
— M. Gupta

Quick Contact

📞

Call

+91 9434363887 / +91 9153141418

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Email

[email protected]

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Office

Domkal Main Road, Murshidabad, WB – 742303

Frequently Asked

How do I start investing? +

We begin with a short consultation to understand your financial goals, timeline, and risk appetite. From there, I’ll suggest a clear plan and the steps to execute it.

What are your fees? +

My fee structure varies by service. I offer a free initial consultation and maintain full transparency with fixed or percentage-based fees discussed upfront.

Are you certified? +

Yes. I am registered with SEBI, certified by AMFI, and hold an IRDA license for life insurance advisory, ensuring I meet all regulatory standards.

Take Control of Your Financial Future Today

Stop wondering and start planning. A single conversation can provide the clarity you need to make informed decisions about your investments, taxes, and savings. Our initial consultation is a no-obligation opportunity to discuss your goals with a seasoned expert. Let’s build a secure and prosperous future for you and your family.

📞 Call Now

(+91 94343 63887 / +91 91531 41418)

FREE ESTIMATION

Request A Quote

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