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About Us

Who We Are

At Shwetabrata Financial Advisor, our core mission is to provide personalized, expert financial guidance that empowers individuals, families, and businesses to achieve their financial goals and secure a prosperous future. We understand that in today’s complex financial world, making informed decisions requires a blend of deep expertise, forward-thinking strategy, and personalized solutions. That’s where we come in.

 

Shwetabrata Financial Advisor is a trusted financial advisory firm in Kolkata with years of experience in the industry. Our team of seasoned professionals is dedicated to offering high-quality advice tailored to the unique needs of every client. We pride ourselves on being more than just advisors; we are partners in your financial journey, committed to helping you make the most of your hard-earned money.

Our focus is on long-term financial success, driven by a thorough understanding of market dynamics, investment trends, and client objectives. We take the time to understand your personal financial situation, goals, and risk tolerance to create a roadmap designed specifically for you

Your Trusted Financial Partner for Success

Tailored solutions in mutual funds, insurance, and wealth management to help you achieve your financial goals. Experience expertise that makes a difference.

We have numbers in our finger tips

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Crush Your Debt with Mutual Funds

Unlock the full potential of your investments by leveraging mutual funds as a strategic tool to eliminate debts and achieve financial freedom while securing a brighter future for your family!

Build Your Dream Home with Mutual Fund Investments

Transform your financial future by using mutual funds as a smart strategy to build wealth and secure the dream of homeownership!

Secure a Blissful Retirement with Mutual Fund Investments

Achieve a comfortable and stress-free retirement by wisely growing your wealth through strategic investments in mutual funds for financial security.

Entrust your numbers to us!

We will help you reach your financial goals with proper planning

SHWETABRATA BASU RAY

FINANCIAL ADVISER

SUBRATA BASU RAY

INSURANCE ADVISOR