Susmita Ghosh - Certified Financial Planner (CFP) Advisor in Behala, Kolkata

Susmita Ghosh - Certified Financial Planner (CFP) Distributors

Member since Jun 14, 2013

9830228710

ghosh.investment@gmail.com

Save Details

3168 Viewed my profile

1 Peoples Favourite

0 Reviews

About Me

Susmita Ghosh-- Certified Financial Planner (CFP) Susmita Ghosh, a Financial Planner by profession practices Fee-based Financial Planning in Kolkata. She is an accomplished professional with 19 years of experience in financial services. Recognized as a trusted advisor with good communication and networking skills. She has wider & thorough knowledge of financial products. Her main objective is not only to create financial plan for her clients but also make them understand how to utilize their resources in the best way and make prudent strategies for managing their financial well-being. Our Financial planning services will cover the following areas: Risk Profile Analysis & Insurance Planning Investment Recommendations Child education & Marriage planning Retirement Advice Tax Planning Contingency Planning Review of Financial Plan Review of Investment Portfolio FPSBI No. 38960 Member since Oct.2010 ARN No. 15580

About Work Experience

Total experience as Mutual Fund Advisor is 19 yrs. She has been working as Financial Planner since 2010.

Experience & Qualification

Qualification