One Stop
For All Your
Financial Needs
We offer personalized Financial and Investment advisory services that cover every aspect of your financial life. Our Professional advice focuses on your requirements, not on selling financial products.
A Place That Helps You
Attain Freedom from Financial Worries
We help you in planning for your future goals such as Higher Study of Self/Spouse; Purchase of House; Kids Higher Education & Wedding; Retirement etc. We also help you in identifying the best health & life insurance product; planning for tax & succession.
Planning for Future Goals
We help you plan and achieve your future financial goals.
Investment Advisory
We create customised portfolios for every goal.
Insurance Solutions
We help you in identifying suitable products for Life insurance (Term Plan) and Health insurance plans.
Tax Planning
We help you manage your taxes and file your Income Tax return (ITR).
Wealth Management
We help you manage your wealth by carefully reviewing existing portfolio and recommending necessary changes.
Client First Approach
Before providing financial advice, we take the time to understand you – considering your financial situation, your monetary needs at different stages, risk-taking ability, and more. We conduct a comprehensive analysis of all these factors and then prepare a portfolio specifically to meet your goals and dreams.
We believe what sets us apart is our 100% client first approach – we will never push any financial product which is not suitable for you.
Frequently Asked Questions
How can I consult a Financial Advisor at FinSwan?
We offer both online and offline consultations. For our clients in and around Siliguri, we offer offline consultations where they can visit our office.
For our clients all across India, we offer consultations over video / telephonic call.
What makes your services unique?
We follow a Simpler, Safer, and Better approach:
- Simpler: We create customized portfolios tailored to clients financial needs and dreams.
- Safer: We avoid financial products that are not suitable to clients needs. We also empower them with knowledge to avoid financial scams and frauds leading to a safer financial life for them.
- Better: With right planning and efficient execution, clients can achieve their financial goals on time. This helps them live their life with the confidence that required amount of money would be available at the right time.
In short, we make people financial lives simpler, safer and better.
What kinds of financial products do you deal with?
We deal with all kinds of financial products – Mutual funds, SIPs, Health insurance, Life insurance (Term plan), Corporate FDs, NPS, Retirement specific products such as Annuity, etc. We also have tie-up with the banks to secure loans – Home loan, Education loan, Personal loan, Business loan etc.
Who do you serve?
We provide customised personal financial services mainly to young Govt/ Corporate employees as well as Freelancers.
How are you different from other financial advisors?
Based on our personal experience as well as clients feedback, we understand that most other financial advisors have a short-term approach towards client relationships. The interest of the advisor often comes ahead of the client interest. This often happens because the advisor fail to go deep into understanding the requirements of the clients.
We believe this is the most important differentiation between a good advisor and not so good advisor. We spend ample amount of time understanding the client financial situation, their dreams and aspirations before making any financial advice. This helps us in putting client interest above anything else. Other than this, not many advisors have the competence and experience that we have. To know more about why we are the right choice, do read our client testimonials.
What Our Customers Say
