Why should you hire us?

Most people are not financial experts. Yet increasingly, individuals are in charge of their own financial futures. Most are aware that planning is critical, yet don't have the time or the expertise to develop a plan and make the needed financial decisions.

Maybe you consulted with a financial advisor in the past...perhaps you felt you were being asked to buy something you didn't fully understand. Maybe you felt that products were recommended without consideration for your overall financial situation. Comprehensive, holistic, financial planning eliminates these concerns. You receive objective advice targeted to your needs and goals.

Client Pledge

In all of my dealings with my clients, I pledge to be :

• Holistic in outlook. I will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.
• Professional in conduct. I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life. I will continually enhance my skills and credentials through continuing education and I will refer you to other professionals when you need help in an area outside my expertise.
• Educational in nature. I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to make sure you understand my advice.
• Independent in consultation. You will receive objective, unbiased advice from me.
• Committed to your success. Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.

My Beliefs

• Financial planning is a continuous, life-long process focusing on the steps that lead to financial freedom and peace of mind.
• A financial planner must be independent, objective, holistic and must yield benefits in excess of the cost.
• A financial planner should support & accommodate the changes in your life, not just market changes.
• A financial planner should educate you about your issues and choices and make specific recommendations that are easy to implement.
• A financial planner must continuously update her/his education and knowledge to provide you with the best advice for your situation.
• A financial planner must maintain a network of other competent and sensitive professionals with whom to confer and refer clients if necessary.
• A financial planner must execute work for clients in a timely manner and maintain all information in the strictest confidence.

Testimonials
Subrata Basak
Pashupati Bandyopadhyay
Purnendu Biswas
Dilip Kr. Mitra