Many people associate financial planning with retirement – but it is much more than that. Financial Planning is about planning and managing the financial impact of events that occur at every stage of life.
We provide financial planning services for individual clients, the self-employed and SME’s maintaining a strong relationship with our clients and dedicating our time to providing quality service and advice. We are passionate about helping our clients articulate and achieve their personal and business goals through providing a transparent and holistic financial planning service.
Amit Rathi gives you the focus you need to achieve your financial goals – no matter what stage of life you are at. Financial planning is a journey and your personal financial plan is just the beginning.
Our moto is to provide better service to individuals and organizations by helping them with their financial planning, after making a mark in Kolkata in July 2017 we have started our new office in Siliguri for smooth operation.
We’re there to see you through every step of the way. We keep you on-track to achieving your goals in the face of the inevitable changes you will experience in your 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. We offer a comprehensive range of investment portfolio solutions that are designed to achieve optimal client outcomes.
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
Certified Financial Planner, which is recognized as a gold standard in financial planning all over the world with over 12 years of lending experience and now as a Wealth Planner, it’s my goal to help my clients and deliver the best finance solution to suit their needs. Amit Rathi is a proud Gold Partner for ICICI Prudential Asset Management Company.
The purpose of my role is to save you the hassle of dealing with financial investments, leaving the grunt work to an expert who specialises in all wealth planning. Specifically, Health Insurance, Mutual Funds, Life Insurance, Estate Policy, Retirement policies, Family Planning or other investment decisions to provide you the financial freedom.
Looking at your situation and all the financial investment products on the market to find you the right solution.
Contact us at our office nearest to you or submit a business inquiry online.
Amit Rathi is really being helpful to the new investors. God bless you and your organization!
