Overview

We provide financial planning services for individual clients, the self-employed and SME’s. We maintain a strong relationship of trust with our clients and dedicate our time towards providing quality service and advice while helping clients to invest by helping them understand the actions that matter the most for your wealth and which actions are best ignored. We are passionate about helping our clients articulate and achieve their personal and business goals through providing a transparent and holistic financial planning service that is always in the best interest of our client. Amit Rathi gives you the focus you need to achieve your financial goals – at any stage of your life. Financial planning is a journey and your personal financial plan is just the beginning. Our motto is to provide the best service to individuals and organizations through our experience in financial planning and management. After making a mark in Kolkata in July 2017 we have opened our new office in Siliguri for ease of access. We are there to see you through every step of the way. With the ever-changing legislation, individuals and companies need to consider external factors such as these that affect their personal as well as corporate wealth and finances. We keep clients on-track to achieving their goals in the face of inevitable changes they may experience in their 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 with a comprehensive range of investment portfolio solutions while keeping optimal client outcomes in our mind.