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MUTUAL FUND

Invest smarter with mutual funds—your gateway to diversified, professionally managed investments that maximize returns while minimizing risk. Start growing your wealth today!

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SIP INVESTMENT

Effortlessly enhance your wealth with SIP—invest small amounts regularly in mutual funds and watch your money grow over time. Secure your financial future, step by step, and achieve your dreams!

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SWP

Unlock consistent income from your investments with our Systematic Withdrawal Plan (SWP). Enjoy financial freedom and peace of mind, knowing your future is secure with steady, customizable withdrawals.

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HEALTH & GENERAL INSURANCE

Secure your health with Mediclaim insurance—covering hospitalization and medical expenses. Protect your family from unexpected health costs for peace of mind!

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LIFE INSURANCE

Empower your loved ones with life insurance—providing essential financial security and peace of mind in uncertain times. Protect their future today, no matter what challenges arise!

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MONEY IS ALWAYS EAGER AND READY TO WORK FOR ANYONE WHO IS READY TO EMPLOY IT...

– WARREN BUFFETT
Shwetabrata Financial Advisor provides you with personalized and objective financial planning, along with wealth management in Kolkata. Being one of the best financial advisor in Kolkata, we ensure to assist individuals, families, and businesses to make worthwhile decisions that assure the accumulation, growth, and protection of wealth. A customized approach is provided through investment planning, retirement solutions, tax strategies, and risk management as part of our comprehensive services.

 

At Shwetabrata Financial Advisor, we know that expertise is the cornerstone of financial success. With years of experience and unparalleled industry knowledge, our dedicated team empowers you to make confident, informed financial decisions that pave the way to your long-term goals. Partner with us to navigate your financial journey and unlock your true potential for wealth and security

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Our Expertise is earned through
our experience
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Our Team for your
management

The Financial Wizards

Expert advisors guiding you through every aspect of mutual funds, general insurance, and life insurance. We’re here to help you navigate your financial landscape and secure your future. Your financial success and peace of mind are our top priorities!

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Chat with us for your best solution in finance

Know the future of investment

Unlock your financial potential with informed investments today for a prosperous tomorrow

Managing for Results that Matters

Focus on strategic financial planning and investment choices that drive meaningful outcomes, ensuring your hard work translates into lasting wealth and security for you and your family

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15
+

Years of Experience

900
+

Happy Clients

75
+

Cr of Investments

700
+

SIP Investors

The Financial Wizards in our team

The financial wizards in our team combine deep expertise and innovative strategies to help you achieve your financial goals with precision and confidence

SHWETABRATA BASU RAY

Financial Advisor

Mutual Fund Manager, Portfolio Analyst, Investment Planner

SUBRATA BASU RAY

INSURANCE ADVISOR

Insurance Planner, Claim Settler

  • PLANInvest money for your future
  • AnalyseAnalyse the market & type of saving
  • CreateInvest money for your future
  • SaveGet more Returns for your patience

A better solution for your Financial needs

Unlock a smarter path to financial success with our personalized solutions in mutual funds and insurance. Our expert team helps you grow your wealth with strategic, diversified investments, while ensuring your future is protected with the right insurance coverage. Whether you’re planning for retirement, education, or safeguarding your assets, we guide you every step of the way. We’re committed to aligning with your unique financial goals, providing the confidence and security you deserve. Trust us to secure both your wealth and peace of mind for a lifetime.

  • Create a Budget
  • Be mindful of expenses
  • Zero Base Budget for Assets
  • Plan with vision
  • Be an Investor
  • Save regularly

News From our Blog

Explore the Latest Insights, Trends, and Financial Updates Straight from Our Blog to Keep You Informed

Contact Our Advisor

To Know more contact us by providing us your E-Mail ID and we will get

back to you shortly.

    OUR MUTUAL FUND PARTNERS

    OUR INSURANCE PARTNERS