SC
Subhankar Chakraborty
Private Wealth Manager at Perfect Finserv
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Work Experience
Private Wealth Manager
Apr 2011 - Present · 13 years and 9 months
Partner - Financial Advisory
Oct 2023 - Present · 1 years and 3 months
Adjunct Faculty
Sep 2021 - Present · 3 years and 4 months
Company Details
2-10 Employees
PERFECT FINSERV LLP is a financial advisory firm which has been consistently delivering customized advisory for its clients over the years. It is a AMFI – Registered Mutual Fund Distributor, having diversification in Insurance, Direct Equity and Debt Securities, Portfolio Management Services and Alternative Investment Funds. PERFECT FINSERV draws its success from its engagement with clients from different demography and life stages. Over the years our advisory has helped clients to ride through the market volatility and generate, protect, and transfer wealth through different stages of life. We have been able to provide with secured tech support with a user-friendly platform for seamless transactions as per industry standards. Our advisory team is led by a CFPCM Practitioner having more than 10 years of experience in financial advisory and wealth management. PERFECT FINSERV is committed to develop an ecosystem where financial advisory becomes available to a larger mass ensuring confidentiality and transaction security as per regulatory guidelines.
Year Founded
2007
Social Media
Linkedin
Industry
Financial Services
HQ Location
56, Metcalfe Street IN,West Bengal,Kolkata,700012
Keywords
Financial PlanningWealth ManagementCredit AnalysisTraining and Development
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