ABHISHEK DATTA  |  FINANCIAL CONSULTANT

Financial Freedom.
Simplified.

    I help my clients build secure financial futures, leaving them free to focus on living their best lives.

    What Our Clients Say

    I've been dealing with Abhishek for about 2 years now and definitely recommend him. He took over a mismanaged SIP, and my funds have been doing good ever since. He's knowledgeable, takes the effort to understand our goals, keeps it simple and is proactive.

    Manoj V Nair

    Director at Al Hirah Engineering LLC.

    I have always found Abhishek to be a financial advisor who inspires confidence. He is diligent and thoughtful in his analysis of clients' needs, and is consistently able to accurately tailor his recommendations. He has a wide knowledge of financial products and is always looking forward based on a clear understanding of current events and trends. That he manages to balance all this with an easy, approachable style of working makes it all the more rewarding to work with him.

    Amit Kar

    How Is Our Approach Different from Others

    Detailed Financial data, Goals and Risks analysis to educate, and implement the plan.

    Discovery Meeting

    Learn about Abhishek as he understands your financial goals. This meeting is a trust exercise and sets the tone for the rest of the relationship. Use this time to ask Abhishek anything you need to. By the end of this meeting, Abhishek summarizes and confirms actions and next steps.

    The Plan

    Based on the discovery meeting and his well-rounded financial planning expertise, Abhishek puts together a holistic, customized personal financial plan for you. The more detail you dive into in the discovery meeting, the tighter this plan is.

    The Follow-Up

    This normally takes place within 10 days of the initial conversation. Abhishek will present various solutions and explain the different products that will best help you meet your goals. It’s important to ask questions, understand the plan, and feel comfortable with it.

    Review Meetings

    Once you have signed up, you will meet regularly. Most people prefer to do this quarterly to review numbers, investment opportunities and even run financial decisions by Abhishek. Every six months the portfolio is reviewed to make sure your investments are working for you.

    Financial Planning for every stage of Your life

    Practical, unbiased advice for every stage of your life to serve ONLY your goals.

    Insurance Solutions

    Our comprehensive Financial planning helps you achieve a hassle-free retirement goal using a well optimized financial roadmap.

    Investment Advisory

    No matter if you are a business or an individual, our Investment advisory capabilities reflects in our work of Investment research, Portfolio Management, and Asset management.

    Estate Planning

    Your estate plan may bring in new avenues of financial opportunities. Allow us to ensure you never lose out on them.

    ETF based Solutions

    Whether you are a beginner or an experienced in ETF, we tell you how to make ETFs the perfect platform for you to achieve financial freedom.

    ESG Investing

    We ensure that you don’t miss out on the sustainable investing factors while facilitating their incorporation in your financial planning process.

    Retirement Planning

    Determine your retirement income, without compromising on your lifestyle and priorities. We ensure your long-term goals are fulfilled with the best financial planning services.

    Our Blog Insights

    Real-life, practical information on all things regarding financial freedom.