Suraj Atreya
Quantitative Trader | Fintech Investor | Developer | Ex - Citi
I am very fortunate to have found Bhaswati to help me manage my personal finance. She has in-depth knowledge of the of markets and Indian markets in particular. She has the distinct ability to listen keenly, thoroughly analyse the client requirements and recommend the right products. She is easily reachable over phone or email and I couldn't be more than happy to recommend to my friends.
Vinod Palakkil
Sales Director & Head (South,North & East) at PTC
I got in touch with Ms Bhaswati when my finances were totally haywire and like many of my friends had always put personal finances in the back burner. Lot of wrong and dead investments resulting in a chaos. It was 18 months ago when we did a financial planning to understand that all these years of good earning hasn't resulted in any good planning. Insurance was low both life and health. Today in a year and a half I'm writing a recommendation on the efforts from Ms Bhaswati where I have realized and ensured a crisp planning and advice which has been implemented and monitored strictly and have been able to come to a comfortable and easy path of achieving GOAL's for me and my family. She is strict with implementing the plan which has been deviced on our GOALs during the planning and would recommend all my contacts to get into such planning mode. It is important especially to tide on such difficult times.
Manicka Vinayagam
Senior Design Engineer at Macbro Technology India Pvt Ltd
Modesty with Experience and Knowledge is a personality trait that's seen in a few, She's one among them. I've started my financial planning with Bhaswati Mam a year ago, one of the good decision I've made. Financial Advisors don't have a magic wand to turn money into riches, but have the impact to make you think about money from an Investor perspective, the Impact of this statement will be felt when you work with her. Simply, She's the best in what she does.
Karthikeyan Kannan
Director at Visa
Bhaswati is a reliable and trustworthy financial advisor . She is very knowledgeable about finance. She is exceptional in her ability to Understand the market fluctuations and make the right decision on investments. She did a great job in planning my financial goals . As a financial advisor , Bhaswati earns my highest recommendation.
Prakash Govindan
Partner Excellence Program Lead at Mondelez International
I realized after my interaction with Bhaswati that she is THE advisor I should have met and discussed goals/financials 10 years back. Never too late to make such decisions in life. It has been an eye opener for all insights she brought out from day 1 of my financial planning discussions. I fell in love with the relevant insights she brought out in her detailed report, looking at my current portfolio and summary she provided is clear & transparent. She detailed out in her report a clear status of my current financial status and clear update on my goals (if they are achievable/realistic or unrealistic), and plans to achieve these goals. Also, she even went on to question some of my goals, which made me rethink on my goals/planning. One of the key concept she emphasized "all investments should be goal based". Based on my experience with her professional guidance, I have been sharing my learning to my friends and colleagues & I strongly recommend her to everyone who is willing to look shaping their financial independence & a robust planning for their future.
Amit Bose
FMCG Leader(India,S.E Asia)
As I continue to work with Bhaswati, what gets abundantly clear is her hand-in-glove fit with her role of Financial Advisor and Wealth Manager. Her meticulous, methodical approach is a perfect overlay on her depth of knowledge, skill-set and obvious competence. At the center of her operating philosophy are two core principles, (a) incredibly high level of integrity with complete transparency, and (b) a focused client-centric approach built on an in-depth and robust understanding of the client's current status and future needs. She is empathetic, humane and sincere, and above all, she makes a client feel comfortable and secure in the way she conducts herself in the professional relationship. I have not had a Financial Advisor of her caliber and competence before, and would gladly & unhesitatingly recommend her services to anyone looking for this kind of service. We feel extremely secure, confident and happy with her managing our finances and future.
Sridhar Kollipara
Director - UBS
Bhaswati Ma'am has been an outstanding financial planner in the area of personal finance. She takes the time to deeply understand her clients' financial goals through detailed and thoughtful discussions, and then crafts investment plans that are both strategic and tailored. Her strong grasp of the financial markets enables her to make well-informed and timely decisions. I monitor my portfolio regularly, and I've found it to be remarkably stable with consistently strong returns. Answer What sets her apart is her continued engagement - she stays closely connected with her clients, conducts regular portfolio reviews, and proactively makes the necessary adjustments to keep things on track. Above all, Bhaswati Ma'am operates with the highest levels of integrity. The trust and confidence I have in our relationship is deep and well-earned.
Ram Naresh Prasad
Senior Software Engineer - CiberSpring
I highly recommend Bhaswati Chatterjee, Ma'am, for her exceptional expertise in goal-based financial planning. She has a remarkable ability to understand individual needs and create tailored strategies that align with both short-term priorities and long-term goals. It seems we are gonna meet our family goal, and you taught us to tie wealth with some kind of goal. A timely review is an additional bonus in this regard from you. Her deep knowledge of financial management and her structured, client-focused approach have given us great clarity and confidence in our financial journey. Thank you, Bhaswati Chatterjee, for your dedication, guidance, and professionalism. Your support has had a significant impact.
Manas Vatsal
Senior Supply Chain Analyst - TE Connectivity
We are very grateful for the services rendered by Mrs. Bhaswati Chatterjee and her team. Her dedication towards the financial well-being of her clients is appreciable. It is with her constant push that we have been able to build our current corpus and hopefully we should be able to meet our goals in the future. The annual financial check-ins are a great way to check if everything is on-track. We are also well informed if certain funds are not performing well and should there be a need to shift it to some other funds. I would like to thank Mrs. Bhaswati for instilling financial discipline in us.
Pranavi Karra
APAC Finance Controller - Civica, Australia
I've had the pleasure of working with Bhaswati as my financial planner, and I'm truly impressed by her structured and organised approach to financial planning. She takes the time to understand every aspect of her client's financial situation - from income and spending patterns to long-term goals and lifestyle aspirations - before suggesting tailored investment strategies. What I admire most is her commitment to helping clients achieve their financial goals faster. She encourages disciplined investing and ensures every recommendation is thoughtful, practical, and aligned with the bigger picture. Her professionalism, attention to detail, and genuine care for her clients' financial wellbeing make her an outstanding financial planner. I'd wholeheartedly recommend Bhaswati to anyone looking for a trusted advisor to build and grow their financial future.
Santosh Kumar Gupta
Senior Software Engineer-NVIDIA
Bhaswati has been my financial advisor for six years, and I wholeheartedly endorse her. Referred by a relative, I began with little understanding of personal finance. Her personalized, clear guidance transformed my approach to wealth creation. Bhaswatis expertise and commitment to her clients are exceptional. Im delighted with her support and strongly recommend her to anyone looking to start or advance their financial journey.
Deepak Shetty
Chief Engineer - Volvo Trucks, Sweden
I got the support from Mrs Chatterjee in structuring my future financial requirements. She has given not only provided the clear plan to meet my future obligation & also constantly followed up to make sure that I stick to the agreed investments. Thanks for all your support.
Ranadeep Bhattacharya
Director -Visa
Ms Chatterjee is a Financial Advisor who helped me put my finances in order and give me a clear idea of where I am and what I need to do to achieve my financial goals. She takes a lot of effort to collect details and put it together along with plans for short and long term targets and how they can be achieved. I found her advice very useful and actionable.
Financial Calculators
IN INDIA