Plan your financial future with confidence!
We offer personalized services in Wealth Management, Retirement Planning, Tax Optimization, and Risk Protection to help you achieve your financial goals
Secure your finances now for life’s most important milestones
Pension Income
Wealth Planning
Emergency Fund
Call On: +91 9830514727
Our Specialty Services
Services We Provide
Retirement Planning
Formulating a plan where clients will be able to retire well by establishing certain levels of savings, choosing the right assets, and forecasting income requirements.
Insurance Planning
Making recommendations on the life, health, disability and property covers which are necessary to control the effects of unpredicted events.
Investment Management
Providing guidelines concerning the proportion of wealth to be allocated to various classes of assets, acceptable risks, management strategies, and transformation of Macrowox panda over the years.
Estate Planning
Participating in the planning of how different forms of wealth will be passed on E.g. through wills, trusts and listing of beneficiaries in order to ensure continued generation wealth.
Tax Planning
Aiding the clients in reducing taxation bills including the use of schedules that make it easy to invest and save taxes, as well as tax expenditure.
Cash Flow and Budgeting
Assisting clients with their day to day affairs, tracking expenses and making and executing a short term and long-term actionable financial plan.
Who We Are?
Niladri Shankar Saha is a trusted financial planning and advisory firm, based in Kolkata, with over 12 years of experience. We specialize in comprehensive personal finance, family wealth management, and financial consulting services. Our expertise extends to individuals, NRIs, corporate entities, and family groups, offering tailored financial strategies to meet diverse needs.
Phone: +91 9830514727
Since 2013, we have been delivering tailored insurance and investment solutions to our clients, achieving significant success in these areas. Our focus on understanding client needs and providing personalized strategies has contributed to our continued growth and client satisfaction.
Niladri Shankar Saha is an independent financial planning and wealth management firm dedicated to delivering client-centred, integrity-driven guidance to individuals, trusts, and businesses. Our innovative approach enhances the quality of advice and elevates the overall client experience, establishing new benchmarks in the financial services sector. Through our commitment to excellence, we strive to redefine the standards of financial advising for our clients.
2,500+
Total No. Of Customers
15+
Years of experience
5,000+
Services Delivered
100%
Happy Customers
Our Vision
At Niladri Shankar Saha, our vision is to empower individuals and families to achieve financial security and prosperity through expert guidance and innovative solutions. We strive to be a trusted partner in our clients' financial journeys, setting new standards in the industry.
Our Mission
Our mission is to provide tailored financial planning and wealth management services that prioritize our clients' unique needs and goals. We are committed to delivering integrity-driven advice and exceptional service, ensuring our clients have the tools and knowledge to make informed financial decisions.
Our History
Founded in 2013, Niladri Shankar Saha has evolved into a reputable financial planning and advisory firm in Kolkata. Over the years, we have built a solid foundation of trust and expertise, helping clients navigate their financial challenges and seize opportunities for growth.
Our Culture
Our culture is rooted in collaboration, respect, and continuous learning. We believe in fostering an environment where innovative thinking thrives and client relationships are prioritized. Our dedicated team is passionate about making a positive impact on our clients' lives, embracing integrity and excellence in all we do.
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How to get started?
To be an effective partner, we need to know you and your goals
1
Get in Touch
The best way to get started is to simply phone or contact us via email or contact form
2
Initial meeting
It helps us to get know each other and get ascertain whether our service will be of benefit for you
3
If you decide to proceed
We set up a second meeting, which is the start of the planning process