Arijit Sen - Certified Financial Planner (CFP) Distributors
Member since Jul 5, 2019
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About Me
Arijit Sen is a Certified Financial Planner (Membership No.: 116472), SEBI Registered Investment Adviser (Registration No.: INA300012723) & Fiduciary. He practices as a fee-only Financial Advisor for individuals and families. He is fascinated with Mind Maps. He has been confident in providing personal financial planning and investment advisory services. He believes conflict-free advice is like gold dust. He considers this as an opportunity to honestly address people’s financial as well as non-financial concerns and guide them towards tranquility. Being the second generation in this profession, his focus has been to take forward his father’s beliefs, principles and culture. He understands the responsibility bestowed on him and wishes to hand-hold clients towards their life-goals. He grew up closely following his father who has been in the field of personal finance for the last 33 years. He was strong-willed to join his father’s profession surrounding personal finance. The way his father has been dealing with clients, it always fascinates him. Clients are contented for the services they have been receiving. This is what propelled Arijit to become a fee-only Financial Adviser and take his father’s noble endeavour forward. He used to sit inside the office room as his father attended clients. During this experience, he developed the habit of understanding a person’s attitude. This in turn helped both father and son to take client’s risk profiling process to a whole new level, involving rigorous analysis. During his college days, he accompanied his father in Financial Well-being Campaigns. It allowed him to develop superlative interest in the field of personal finance. Since 2014, he has been actively engaging with clients and dealing with Mutual Funds investment portfolios. He wishes to take his practice forward and put smiles on clients’ faces.
About Work Experience
Arijit Sen is a Certified Financial Planner (Membership No.: 116472), SEBI Registered Investment Adviser (Registration No.: INA300012723) & Fiduciary. He practices as a fee-only Financial Advisor for individuals and families. He is fascinated with Mind Maps. He has been confident in providing personal financial planning and investment advisory services. He believes conflict-free advice is like gold dust. He considers this as an opportunity to honestly address people’s financial as well as non-financial concerns and guide them towards tranquility. Being the second generation in this profession, his focus has been to take forward his father’s beliefs, principles and culture. He understands the responsibility bestowed on him and wishes to hand-hold clients towards their life-goals. He grew up closely following his father who has been in the field of personal finance for the last 33 years. He was strong-willed to join his father’s profession surrounding personal finance. The way his father has been dealing with clients, it always fascinates him. Clients are contented for the services they have been receiving. This is what propelled Arijit to become a fee-only Financial Adviser and take his father’s noble endeavour forward. He used to sit inside the office room as his father attended clients. During this experience, he developed the habit of understanding a person’s attitude. This in turn helped both father and son to take client’s risk profiling process to a whole new level, involving rigorous analysis. During his college days, he accompanied his father in Financial Well-being Campaigns. It allowed him to develop superlative interest in the field of personal finance. Since 2014, he has been actively engaging with clients and dealing with Mutual Funds investment portfolios. He wishes to take his practice forward and put smiles on clients’ faces.
Experience & Qualification
Qualification
Bachelor of Commerce
Experience as an Advisor
6 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Certified Financial Planner (CFP)
Affiliations
- SEBI Registered Investment Adviser
- Certified Financial Planner
Awards & Recognition
-
Not Specified
Address
Arijit
Santiniketan Flat, Ground Floor,
110/5/G, Sarat Ghosh Garden Road, Kamala Park,
Dhakuria,
Kolkata,
West Bengal, 700031
LICENSE
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Mutual Fund -
ARN No.
93652 - Validity -
01-01-2021
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