About Me
FinSwan is founded by Picasso Bhowmick and Debjani Chaudhuri, ex-Banker and investment specialists with more than 15 years of experience in the financial sector. The firm provides customised personal financial services mainly to young Govt/ Corporate employees & Freelancers helping them manage their money. We help clients plan for various life goals such as Higher study, Kids' higher education, Retirement planning, Purchase of House/ Car etc. We also conduct frequent workshops/ sessions on safe online banking; ways to avoid financial scams etc. In a sentence, we make people's financial lives simpler, safer, and better. We are based out of the beautiful city of Siliguri, where we serve the local clients. With our online consulting practice, we serve clients all across India.
About Work Experience
Regarding Picasso Bhowmick: He is a MBA (Finance), CFP, CFA (L1) and Certified Retirement Planner. He worked for Punjab National Bank for 11 years before starting FinSwan. He has been working for almost 4 years in Wealth Management and Financial Planning Presently, he is a Visiting Professor of Finance. Regarding Debjani Chaudhuri: She has overall experience of around 10 years.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Portfolio Management Schemes
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Will Writing Services