About Us

Mr. Subhash Chakraborty has established his company “SM WEALTHINSURE” in the year 2001 and at present has 900+ satisfied clients in its portfolio worldwide. He is an experienced, enthusiastic, and hard-working Financial Consultant, who has a successful and consistent track record of achieving high returns for his clients for the last 24 years. He is an M.B.A. by profession and also a Certified Mutual Fund and Insurance Consultant recognized by the AMFI (Association of Mutual Funds of India) and IRDA (Insurance Regulatory and Development Authority). He is having a thorough understanding of Investment disciplines and possess extensive knowledge of Financial Markets, including a wide variety of Industries and Sectors. He has strong knowledge of the investment business and a strong understanding of financial planning concepts. His work includes developing financial plans to help clients achieve their long-term and short-term financial goals, advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals, and assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly. He is an expert in monitoring financial markets and economic conditions. He always believes in an evidence-based approach for his clients so that they can get potential investment opportunities.

Ms. Moushumi has 20+ years of industry experience as a Financial Advisor. She is a certified Mutual Fund and Insurance Consultant recognized by the AMFI (Association of Mutual Funds of India) and IRDA (Insurance Regulatory and Development Authority). She possesses a strong understanding of financial planning concepts and interpersonal & communication skills. Her work includes providing administrative support to clients, preparing necessary financial and risk plans and checking their accuracy, responding to prospective customer queries about financial planning, assisting in the development of plans for the company, offering subject matter expertise to fellow Financial Advisors, and maintaining awareness of latest legislative changes that may affect financial planning. She also takes care of the promotional activities of the company.