We at DHANSANCHAY, have been catering to families and individuals who are looking for personalized financial planning, thereby enabling them to take control of their money and life. We cater to the needs of every Indian residing anywhere in the world (both Resident and NRI) who would like to invest in India after seeking professional advice from us. We mark a place amongst Upper Assam’s reputable Financial Planning and Advisory firms with good experience and expertise in the field of financial planning and advisory. We have a team of professionals and Certified Financial Planners (CFP), who assist our clients across India and abroad, irrespective of whether they belong to Tinsukia, Dibrugarh, Guwahati, Mumbai, Delhi, Gandhi Dham, Ludhiana, Ahmedabad, Kolkata, Malawi, Singapore, US, Dubai or anywhere in the world. Our forte is Goal Planning, Retirement Planning, Life Insurance, Mutual Funds, Comprehensive Financial Planning and Debt Management and of late we have even tied up with partners offering health insurance to our clients. We have pioneered the concept of wealth management via Life Insurance and Mutual Funds to provide safety, consistency and growth with proper risk management and asset allocation principles being applied to our client’s portfolio. With more than 40 years of experience, we have been successful in helping our clients protect and grow their wealth and also attain their financial goals through need based planning. It is our deep personal relationship with our clients that truly sets us apart. No other firm matches our experience and dedication towards personal service. The markets may fluctuate, but our reliability does not.
Working in the field of insurance and investment planning since last 44 years. It is under his guidance, that the entire operations and strategies are devised and implemented. He is responsible for team building and oversees the entire Investors Awareness Programmes and group meetings.
Joined the Financial Planning business in 2005, after quitting his job as a Software Engineer at ORACLE Inc.; has been responsible for adding verticals like stock broking, commodity broking, mutual funds to the organization. He is responsible for preparation of Comprehensive Financial Plans for clients and regular portfolio reviews. Additionally, he shares the responsibility of macro and micro analysis of Asset Classes and economy.
Looks after the digital marketing campaign as well as the implementation of innovative marketing campaigns. She also handles the entire content management part in the website and various social media along with coordinating with various key personals involved in the Social Media management.Looks after the digital marketing campaign as well as the implementation of innovative marketing campaigns. She also handles the entire content management part in the website and various social media along with coordinating with various key personals involved in the Social Media management.