Secure. Trust. Grow.
At Sumit Sarkar Financial Advisory, we are dedicated to helping you achieve your financial goals with personalized and reliable solutions. Whether it's protecting your family, growing your investments, or securing your health, we provide expert guidance tailored just for you. Let’s build a strong and secure financial future together.
Client Satisfaction
Years of Experience
Wealth Managed
Diverse Needs Served
25+ States | 5 Countries
Globally Trusted Advisor
| Portfolio | Returns | Tax Status | Capital Protection |
|---|---|---|---|
| Safe Portfolio | Guaranteed (Equal to Repo Rate) | Tax Free Returns | 100% Capital Protection |
| Medium Risk Portfolio | 10-12% | Tax Free or Taxable | Partly Capital Protection |
| Risk Portfolio | 15-18% | Taxable | No Capital Protection |
Sumit Sarkar explains every step clearly and personally. With his help, I secured the right insurance and mediclaim coverage for my family.
I’ve been associated with Sumit Sarkar for years. His clear, patient approach to financial planning helped me build a strong portfolio. Highly recommended!
Sumit Sarkar helped me secure my family's financial future with thoughtful and personalized solutions. I now feel confident and stress-free about my finances.
Thanks to Mr. Sarkar’s wealth management services, I’ve seen significant growth in my investments. His professional yet personal approach makes the process smooth and transparent.
From life insurance to mediclaim and investments, Sumit Sarkar has always provided honest guidance. His commitment and knowledge are unmatched. I feel secure knowing my finances are in the right hands.
I've been associated with Mr. Sumit Sarkar for over a decade. His expert advice on insurance and mutual funds has helped me make informed decisions and grow my portfolio steadily. Highly recommended!
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