Dipanjan Dutta
Certified Retirement Planner (CPFA)
- Role
- Personal Financial Planner at Principal Financial Group
- Location
- Kolkata, WB, IN
- LinkedIn followers
- 500 followers
About Dipanjan Dutta
I am very passionate about spreading the opportunity and pitfalls of investment is Mutual Funds, Real Estate, Insurance and other Asset Class. I help families identify their financial Goals with proper focus on money and synchronize it to achieve their goals with success and joy. We as a part of Principal Retirement Advisors offer detailed planning solution to non-resident and resident Indians who are salaried individuals, medical professionals and self employed professionals. Our Process is driven by the principle that money is only a instrument in achieving our life Goals. We offer services with uncompromising integrity, objectivity, competence and professional focus on building clients for life. We believe in educating and empowering our clients to make right financial decisions for the right reasons and help them act consistently to achieve the right balance of wealth and happiness.
Experience
Personal Financial Planner
Jan 2012 — Present
I provide 360 degree approach to financial planning and specially retirement planning
Education
St Joseph' College
ISC
1989 — 1991
Skills
- Wealth
- Mutual Funds
- Product Analysis
- Wealth Management
- Debt Management
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Finance
- Investment Advisory
- Financial Advisory
- Investments
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