Surajit is a CERTIFIED FINANCIAL PLANNER, having 22 years of experience in the arena of Financial Services. He empowers individuals in managing their personal finance effectively so that they can make logical decisions while creating & protecting their wealth.

He has worked in various organizations in his home city Kolkata. From 2006 to early 2015 he entrenched himself in the stockbroking industry. Being a part of Indiabulls Securities Limited and IIFL was a stepping stone to bigger things and these tasks helped him grow as a leader in his job role. He was deputed as Branch Manager with Peerless Securities Limited. Coupled with his long experience in the financial domain he has now started giving back to society by trying to make people financially knowledgeable. Having embarked on this mission Surajit went on to equip himself with different professional certifications from NSE, NISM, AIWMI, and FPSB. Surajit has sound knowledge of Personal Financial Planning, Mutual Funds, Equities, Derivatives, Personal Taxation, Asset Allocation, Debt Markets, Insurance, etc.

After having acquired adequate knowledge about the financial domain in various roles in many well know institutions Surajit has decided to dedicate himself to teaching in order to make the people at large aware of the financial world and its usefulness. He has been a mentor for practicing finance professionals and upcoming finance professionals at NISM, CIEL, SBI Mutual Fund, Nippon India Mutual Fund, ICICI Prudential Mutual Fund, etc. Further, Surajit has joined hands with SEBI in an initiative aimed at enhancing investor education and awareness.