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Our end-to-end process is 100% online.
We are helping customers from different cities of India like Kolkata, Bangalore, Puna, Mumbai, Chennai, Hyderabad, Delhi etc,
and NRI's from UAE, Singapore, UK, USA, etc.
Personalised solutions
- Financial Planning
- Retirement Planning
- Goal-based planning
- Cash flow planning
- Investment Planning
- Existing Mutual fund Analysis and Planning
Happy customers testimonials
For End to End Financial Planning and Retirement Planning solutions
"Highly Trustable Financial planner. Completely transparent process and risk-adjusted retirement plan provided by Koustav . He has lot of patience to make us understand each and everything in detail." - Praveen Kumar R
Hi Koustav,
I am happy to give this testimonial for the outline plan and discussion of retirement planning solutions.
Koustav is managing one part of my portfolio from the past few years. He has a very deep understanding of multiple asset classes and investment strategies. He has very deep knowledge on Investments and Finance. His process is data-driven, Transparent, and simple. He maintains a very close connection with his customers by using technology. I recommend him as a good Investment Professional and wish him all the best for him for his future.
Thanks and Regards: Ronojoy Roy , Director - IT Services , Global Consulting Organization
I'm delighted to write this testimonial to express my gratitude and satisfaction for the exceptional financial guidance and planning provided by Koustav.
From our initial consultation, Koustav exhibited a profound understanding of my financial goals, risk tolerance, and investment preferences.
One of his standout qualities is his commitment to personalized service. He took the time to thoroughly assess my financial situation, tailoring investment strategies that align seamlessly with my long-term objectives.
Throughout our collaboration, Koustav had a proactive approach to Mutual fund portfolio management and strategic adjustments ensuring my investments were positioned optimally in response to the ever-changing economic landscape.
Additionally, I was consistently impressed with his professionalism and responsiveness. Any inquiries or concerns were addressed promptly, and regular updates on the performance of my portfolio were provided, assuring transparency.
I would definitely recommend him as a financial partner in your financial goals achievement. Wishing him lots of success and ever-increasing growth.
Regards,Arnav Kasbi, Tech Lead, Velotio Technologies Pvt Ltd.
Hello Koustav,
Please find the testimony, I'm very delighted to have you as our Mutual fund adviser and looking forward to our relationship on a long-term basis.
"I am delighted to provide a glowing testimony for Koustav, our exceptional finance professional. Koustav's astute financial acumen and strategic insights have consistently delivered outstanding results for our investments. His dedication, meticulous analysis, and ability to navigate complex market conditions make him an invaluable asset. Koustav's professionalism, coupled with a genuine commitment to client success, sets him apart in the field. I wholeheartedly recommend Koustav Biswas to anyone seeking a top-tier financial expert for their financial endeavors."
Regards,
Kiran & Sunaina - Kiran Honakeri - Assistant Director, Technology Integration Service Delivery Leader at Global Consulting Organization .
Sunaina K S - Consultant at Global Consulting Organization
"Hi Koustav, At a time when I was not able to make a proper decision about my financial goals I was lucky to have met you. You were able to understand my requirements and come up with a clear-cut plan of action which I badly needed. It really helped me in streamlining my financial planning and work towards my goals. You were always approachable and cleared all my doubts with great detail. It was my pleasure having you as my financial advisor. Regards Rajeshwar Noojibail"
" I was not sure about my financial planning and then i met Koustav. He has taken extra effort to understand my financial goals both in short term and ling term . He has explained me in detail how to make the investment in different asset categories to meet my goals. Now i feel a sense of calm and confident in achieving my goals.I'm really satisfied with his service and hopeful with his good work many will be benefitted..
Thanks & Regards
Ajit"
Global IT Organization - Bangalore
"Hi Koustav, This testimonial is for expressing my gratitude to you and your efforts towards effectively managing my financial portfolio. Koustav has been very particular about the requirements and his recommendations are always goal oriented. He is approachable and maintains close connect with his customers which make them happy and confident. He is extremely focused and educated about the current and future financial situation of the country. Best wishes to all his endeavors." Dr. Sanjib Banerjee, PhD
Chief Operations Officer,Veeda Clinical Research Limited
"I am absolutely delighted with your service and would like to express my thanks for the work you have done for me over the past years. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances, and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking, and your common sense approach. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to me is my feeling of certainty in the absolute integrity of your dealings with me. Your continual advice on financial planning issues has saved us significant amounts of money. Passion, knowledge and a genuine interest in achieving the best for clients are what makes a truly professional Financial Adviser. Koustav has this and more. His dedication to clients, professionalism, ethics, business excellence, and education set him apart, and I would highly recommend him to anyone wanting to achieve better financial outcomes. –
Regards, Biswa Khatua IIM-B, PMP, KMP, PRINCE2 Versatile and Pragmatic Seasoned Technology Leader & Strategic Driver for the Expansion & Growth at ORACLE"
"I am working with Koustav from past few years. He has in-depth knowledge on personal finance and rich experience. When he took over my portfolio at that point of time it was negative, but he guided me in the right direction and made a decent profit for me by his long-term strategies. He is very approachable and became a good friend of mine. I am recommending Koustav as an Investment expert. All the best to Koustav. Regards" M Sai Anil
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