About Us

Experience the confidence and peace of mind that comes with expert guidance in managing your finances. Let professionals handle the complexities of money management.

About FinSwan

Finswan, started by an ex-banker provides professional financial planning, investment advisory and wealth management services to individuals and families. We are based out of the beautiful city of Siliguri on the foothills of Himalayas. We proudly serve clients across India, including major cities like Delhi, Mumbai, Bangalore, Kolkata, Chennai, Hyderabad, Pune and North Bengal region etc.

Our Team

We’re excited to share the faces and stories behind our success.

Picasso Bhowmick

Co-Founder

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Picasso comes with deep knowledge and experience in Financial planning and Wealth management. He is an MBA (Finance) from one of the leading Business schools in India. He is a Certified Financial Planner (CFP) and Certified Retirement Planner (CRP). He worked for some of the leading names such as ICICI, Karvy and Punjab National Bank for more than 13 years before joining FinSwan in 2023.

Debjani Chaudhuri

Co-Founder

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Debjani, an MA (History) and M.Ed, comes with an experience of more than 10 years in Academics. She has been leading the operations of FinSwan for more than 5 years.

Phalguni
Sarkar

Manager - Research

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With an MBA in Finance & Marketing from the University of North Bengal and a background in Accountancy Honours, Phalguni brings a strong foundation in finance and business strategy. Having worked as an Intern in a CA firm, she gained hands-on experience in various Finance functions. With expertise in financial operations and a keen interest in arts & crafts, Phalguni blends analytical skills with innovative problems solving approach. At FinSwan, Phalguni is overseeing the Research Desk and in charge of our Loans Consultancy vertical.

Dipika
Barman

Asst. Manager - Operations

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Dipika holding a Bachelor of Commerce degree in Accountancy, brings strong knowledge in accounting, taxation, costing, and auditing. As the Assistant Manager – Operations at FinSwan, she helps to ensure smooth and accurate day-to-day processes. A quick learner with keen attention to detail and a passion for finance and banking, she ensures to deliver reliable service to our clients.

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.

Testimonials

Hear what our happy clients have to say…

FinSwan Financial Services - Financial Planning I Mutual Funds I SIP I Wealth Management place picture
FinSwan Financial Services - Financial Planning I Mutual Funds I SIP I Wealth Management
4.8
Based on 207 reviews
review us on
Hemendra Jain profile picture
Hemendra Jain
2 years ago
Finswan exceeded my expectations with personalized service, expert knowledge, and innovative solutions. Prompt responses, transparency, and trust make them an exceptional choice. Highly recommended for all financial needs!
kamlesh chouhan profile picture
kamlesh chouhan
2 years ago
Lamba profile picture
Lamba
2 years ago
“I recently partnered with FinSwan Financial Services, and the experience has been nothing short of exceptional. The team’s expertise in financial planning is evident from the start, and they took the time to genuinely understand my financial goals and risk tolerance. They crafted a personalized strategy that aligns perfectly with my needs, making me feel confident and secure about my financial future. Their advice on mutual funds and SIPs has proven incredibly valuable, delivering consistent returns and contributing to my overall financial stability. I especially appreciate their commitment to transparency; they kept me informed at every step, and their explanations made complex concepts easy to understand. FinSwan goes above and beyond in client care, always available to answer questions and provide guidance. Their professionalism and dedication to my success make them stand out as a trusted financial partner. I highly recommend FinSwan Financial Services to anyone looking for reliable, tailored financial solutions. Rating: 5/5 stars”
vishal gautam profile picture
vishal gautam
2 years ago
I've had the pleasure of working with FinSwan Financial Services, and I'm thoroughly impressed with their exceptional expertise and personalized approach to financial planning. Their team took the time to understand my goals and risk tolerance, crafting a tailored strategy that exceeded my expectations. Their guidance on mutual funds and SIP investments has yielded impressive returns, and their wealth management services have helped me achieve financial stability and peace of mind. FinSwan's professionalism, transparency, and dedication to their clients' success set them apart. I highly recommend their services to anyone seeking reliable and effective financial solutions. Rating: 5/5 stars
Rima Baranwal profile picture
Rima Baranwal
2 years ago
Really great and helpful
MAHUA ROY profile picture
MAHUA ROY
2 years ago
I have known Picasso since my school days, to be more precise he is my school junior. I am proud of what he has achieved and obviously he will achieve many more milestones in his career. What sets him apart from other financial advisors or consultants is that he never pushes himself, he tries to understand the financial condition of the client and suggests accordingly. I highly recommend him.
Anshu Kumar profile picture
Anshu Kumar
3 years ago
Picasso is one of the wisest financial planner I have ever met. Very clear with his approach and puts customer's interests first. Being an ex-security markets professional and ex-banker, he brings with him more than a decade of experience in managing wealth and financial planning. I am sure he will do great things with FinSwan.