Many people associate financial planning with retirement – but it is much more than that. Financial Planning involves planning and managing the financial impact of whatever challenges life throws at you in exchange of a fair and transparent fee for our expert advice and services.
We provide financial planning services for individual clients, the self-employed and SME’s. We maintain a strong relationship of trust with our clients and dedicate our time towards providing quality service and advice while helping clients to invest by helping them understand the actions that matter the most for your wealth and which actions are best ignored. We are passionate about helping our clients articulate and achieve their personal and business goals through providing a transparent and holistic financial planning service that is always in the best interest of our client.
Amit Rathi gives you the focus you need to achieve your financial goals – at any stage of your life. Financial planning is a journey and your personal financial plan is just the beginning.
Our motto is to provide the best service to individuals and organizations through our experience in financial planning and management. After making a mark in Kolkata in July 2017 we have opened our new office in Siliguri for ease of access.
We are there to see you through every step of the way. With the ever-changing legislation, individuals and companies need to consider external factors such as these that affect their personal as well as corporate wealth and finances. We keep clients on-track to achieving their goals in the face of inevitable changes they may experience in their personal circumstances and the equally inevitable changes that will occur in our economy.
Consultants from Amit Rathi Wealth Planners provide progressive and accountable wealth management solutions to individuals, families and small businesses with a comprehensive range of investment portfolio solutions while keeping optimal client outcomes in our mind.
Amit Rathi is a Kolkata based financial and wealth planning organization founded by Mr. Amit Rathi. Team Amit Rathi provides a highly personalised level of financial services to clients to help protect and grow the value of their assets.
About Amit RathiB.Com graduate and a CFP CM
Founder of Amit Rathi wealth Planning consultancy
Amit Rathi is a Certified Financial Planner, recognized as the gold standard in financial planning all over the world. With over 12 years of lending experience and now as a Wealth Planner, it is my goal to help clients and to deliver the best finance solution specifically tailored to suit their personal financial objectives and needs. Amit Rathi is a proud Gold Partner for ICICI Prudential Asset Management Company.
My role is to save you from the hassles of dealing with financial investments, leaving the work to an expert who specializes in wealth planning. We offer customized solutions in Health Insurance, Mutual Funds, Life Insurance, Estate Policy, Retirement policies, Family Planning, along with other investment decisions to provide you with financial freedom.
We work on a case-by-case basis where we look at your situation and all the financial investment products on the market to come up with the right solution that caters to your needs.