Strategy & Consulting
Welcome to agency
Your Trusted Partner for a Secure Financial Future
At Shwetabrata Financial Advisor, we guide you toward lasting financial security with personalized strategies designed to meet your unique goals. As the Best Financial Advisor in Kolkata, we combine expert knowledge, transparent advice, and long-term planning to help you grow, protect, and manage your wealth with confidence.
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Business Process
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Marketing Rules
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Partnerships
10 Years of Consulting Experience
what we’re doing
We have in-depth
knowledge and experience in
We have in-depth knowledge and experience in delivering personalized financial guidance tailored to your unique goals. Our expertise covers mutual fund portfolio reviews, SIP planning, retirement strategies, tax-efficient investments, and long-term wealth creation. With a client-first approach, transparent recommendations, and continuous monitoring, we ensure your investments remain aligned with market trends and life goals. Trust us to simplify decisions and strengthen your financial journey.
Human resources
Our Key Points
Shwetabrata brings years of trusted experience in personalized financial planning. With a goal-oriented and client-centric approach, we offer comprehensive solutions to secure your future.
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Years of Experience
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Personalized Financial Planning
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Trusted Advisory Services
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Goal-Oriented Approach
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Client-Centric Support
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Comprehensive Solutions
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Comprehensive Solutions
Consulting
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Benefits by Investing
your MoneyFrom investments to long-term wealth strategies.
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The most Time-Consuming
ComponentsOur expert guidance helps you make confident financial decisions with clarity and peace of mind.
frequently asked questions
Everything You Need to Know (FAQ)
Why do I need a financial advisor?
A financial advisor helps you plan, invest, and manage your money smartly to achieve financial goals like savings, retirement, and wealth growth.
What services do you offer?
We offer financial planning, investment advice, tax planning, retirement planning, and insurance guidance tailored to your goals.
How do I start working with you?
Simply book a free consultation — we’ll discuss your financial goals and design a personalized plan.
Is there a minimum investment required?
No, we work with clients of all financial levels. Our plans are designed to suit your current situation and future goals
How are your fees structured?
We offer transparent, flexible pricing — either fixed-fee, commission-based, or percentage of assets managed, depending on your preference.
Are my investments safe?
Yes, your funds are invested through registered and trusted financial institutions under your name.
How often will we review my plan?
We review your portfolio regularly — quarterly or as needed — to keep it aligned with your life and market changes.
Can you help with tax-saving investments?
Absolutely! We guide you on tax-efficient investment options to help you save while you grow your wealth.
Do you provide online consultations?
Yes, we offer both in-person and online consultations for your convenience.
What makes you different from other financial advisors?
We focus on personalized strategies, transparent advice, and long-term relationships — your success is our priority.
our feedbacks
Clients are Talking
Clients are talking about our honest guidance, timely reviews, transparent advice, and the confidence they gain from our simplified, goal-focused financial planning.
I was new to investing, but mutual funds through Shwetabrata Financial Advisor made it simple and rewarding. With professional management and a diversified portfolio, I’ve seen my wealth grow steadily. Highly recommend to anyone looking to start investing!
Shyamankur Chatterjee
Ex - Union Bank Manager
Investing through SIPs with Shwetabrata Financial Advisor was the best decision I made for my child’s future. Small, regular contributions have grown into a substantial amount, and the power of compounding is really paying off!
Sujit Das
Business Owner
The SWP from Shwetabrata Financial Advisor has been a game-changer for my retirement. It gives me a consistent monthly income without having to worry about market fluctuations or selling assets all at once. It’s the perfect way to fund my lifestyle comfortably.
Sanat Kumar Sarkar
R.M. - National Insurance
Mutual funds from Shwetabrata Financial Advisor have helped me achieve financial stability while staying diversified. I appreciate the flexibility they provide in choosing funds that match my risk appetite and financial goals.
Mrinal Saha
Business Man
I love the discipline SIPs from Shwetabrata Financial Advisor bring to my investing journey. I don’t need to time the market, and the automatic monthly contributions have been helping me build wealth effortlessly.
Biswajit Bhattacharya
Senior Data Scientist - Ey
With an SWP through Shwetabrata Financial Advisor, I get a reliable monthly income from my mutual funds. This strategy has been extremely beneficial in managing my finances post-retirement, giving me security and peace of mind.
Biswajit Bose
Manager - Aditiya Birla
SIPs from Shwetabrata Financial Advisor have made investing easy, stress-free, and affordable for me. The consistent growth over the years has been incredible, and I truly recommend it for anyone looking to build wealth gradually.
Ramayani Sarkar
Journalist - The Telegraph
I had a medical emergency recently, and the claim settlement process through Shwetabrata Financial Advisor was smooth and hassle-free. They guided me at every step, ensuring I got the coverage I needed without any delays. Their support made a stressful time much more manageable, and I am grateful for their excellent service.
Sagnik Ghosh
Senior Associate - Tcs
Recent work lists
Recently Completed Our
Clients Projects
Recent work lists
Recently Completed
Client Projects
Recently completed client projects include structured investments totaling ₹7 crore, planned with precise asset allocation and long-term growth focus. Each portfolio was tailored to client goals to ensure secure and efficient wealth creation.
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Cr Of Investments
Achievements
Achievements
Achievements
Achievements
Achievements
Achievements
Achievements
Achievements
meet our team
Meet the People Behind
the High Success
At the heart of our achievements stands Subrata Basu Ray — father of Shwetabrata Basu Ray — whose guidance, vision, and values form the foundation of our continued success.
fun facts
Consultancy Funfacts
in Great Numbers
1. ₹7 Cr+ Curated Investments
2. 95% Client Loyalty
3. 300+ Bespoke Plans
4. 15+ Years of Expertise
5. 100% Goal-Aligned Strategy
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+Years of Experience
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+Happy Clients
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+SIP Investors
Need best business consultation solutions & services? Send a Request
Call Free
+91 79809 760250
contact us
Have Questions? Contact
with us Anytime
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Have any question?
Whatsapp 8777302645
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Have any question?
Call Us 7980976025
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Send Email
shwetabrata@gmail.com
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Visit anytime
Basunagar Gate Number 1 Rd, Basunagar, Madhyamgram, Kolkata- 700129
Our News Updates
Latest Articles &
News from the Blogs
Daily SIP: A Smarter Way to Build Wealth with Guidance from Kolkata’s Best SIP Advisors
In today’s fast-changing financial world, consistency is the key to long-term wealth creation.
Daily SIP: A Smarter Way to Build Wealth with Guidance from Kolkata’s Best SIP Advisors
In today’s fast-changing financial world, consistency is the key to long-term wealth creation.
Child Education Planning: Secure Your Child’s Future with Smart Financial Planning
Every parent dreams of giving their child the best education possible.
Child Education Planning: Secure Your Child’s Future with Smart Financial Planning
Every parent dreams of giving their child the best education possible.
Mutual Fund Portfolio Review: The Smart Way to Strengthen Your Investments
A Mutual Fund Portfolio Review is one of the most important financial habits every investor should adopt.
Mutual Fund Portfolio Review: The Smart Way to Strengthen Your Investments
A Mutual Fund Portfolio Review is one of the most important financial habits every investor should adopt.
