SB
About — Suman Bagchi
Financial Consultant • SEBI Registered Broker • AMFI Certified Advisor • IRDA Licensed
Career Highlights
1999 — 2008
Started career in brokerage & retail equity trading. Built foundational experience in market operations.
2008 — 2016
Expanded into mutual funds and financial advisory services. Registered with AMFI.
2016 — Present
Grew client base across retail and small business niches. SEBI & IRDA registrations completed.
What I Offer — Core Services
- Share Trading & Portfolio Management — Execution, research-backed recommendations and performance monitoring.
- Mutual Fund Services — Goal-based asset allocation, SIP planning, and portfolio rebalancing.
- Life Insurance — Need-based coverage selection, claim support and policy reviews.
- General Insurance — Health, motor, and other coverage to protect against uncertainties.
- Income Tax Filing — Accurate and timely filing with expert tax-saving strategies.
Client Testimonials
“Suman helped me understand my investment options and get tax-efficient returns. Highly professional and patient with queries.” — R. Sen
“Trusted advisor for our small business — seamless bookkeeping and tax filings every year.” — M. Gupta