Tax Planner in Kolkata

  • Aashish Tater

    Wealth Advisor in Kolkata
    0 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Kolkata
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Kolkata
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • Basant Maheshwari

    Wealth Advisor in Kolkata
    0 out of 5
    Planner Name - Basant Maheshwari
    Location - Saltlake city, Kolkata
    Experience - 3+ years ,
    Education - SEBI-RIA
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Income Criteria - Advises clients with over 1 lakh in net annual income
    Asset Criteria - Advises clients with more than 1 lakh in savings & investments
    Assets under Advisory - NA crore,
    Number of current clients- 10+ ,
    Client Retention Rate - NA %
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Saltlake city
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Saltlake city
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • Dibyajit Saha

    Wealth Advisor in Kolkata
    0 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Santi ghosh street
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Santi ghosh street
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • Dynamic equities pvt. Ltd.

    Wealth Advisor in Kolkata
    0 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Saltlake
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Saltlake
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • Nilay Chakraborty

    Wealth Advisor in Kolkata
    0 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Saltlake city
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Saltlake city
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • Rahul Agarwal

    Wealth Advisor in Kolkata
    0 out of 5
    Location - Paddapukur lane, Kolkata
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Assets under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Paddapukur lane
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Paddapukur lane
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • Sanjay Roy

    Wealth Advisor in Kolkata
    0 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Lenin sarani
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Lenin sarani
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • Step Ahead Investment Advisors

    Wealth Advisor in Kolkata
    0 out of 5
    Location - PURBA SINTHEE RD, Kolkata
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Assets under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Purba sinthee road
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Purba sinthee road
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • Tanmay Khandelwal

    Wealth Advisor in Kolkata
    0 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Shakespeare sarani
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Shakespeare sarani
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule