PROFILE AND JOURNEY

Sobhan Kumar Guha

Qualified Personal Finance Professional ®

AMFI-Registered Mutual Fund Distributor,
NISM & CRISIL Certified Wealth Manager,
Financial Services Provider

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Profile & Journey

Myself, Sobhan Kumar Guha, founder of AUDRIM Finservs, has had a remarkable journey in the financial industry since 1987. From humble beginnings as an audit assistant in a chartered accountant firm to becoming a certified financial professional, my commitment to honesty, hard work, and continuous learning has earned the trust of over 100 families.

My journey began with a vision to support individuals in living with respect and dignity through financial security. Initially, I faced struggles and competition but remained steadfast in my approach. My dedication and expertise led to significant milestones, including:

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  • Obtaining IRDA license and working as an agent for ING Vyysa Life Insurance Company
  • Associating on 2003 with ICICI Direct as a sub-broker and becoming an authorized person
  • Clearing NISM , AMFI certifications, NISM & CRISIL Certified Wealth Manager, Qualified Personal Finance Professional ® and coaching from various AMCs
  • Expanding services to include mutual fund distribution, other financial services and wealth creation.

Our comprehensive list of services ! As a personal finance professional, our expertise covers a wide range of areas that cater to diverse financial needs. By offering tailored guidance and solutions, we empower individuals across various income groups to:

  • Achieve financial goals through personalized planning
  • Grow their wealth through suitable investments
  • Manage finances effectively through budgeting and expense management
  • Prepare for retirement and golden years
  • Mitigate risks with appropriate insurance coverage
  • Optimize tax strategies for greater efficiency
  • Plan for legacy and wealth transfer through estate planning
  • Fund educational expenses through education planning
  • Manage debt and improve credit scores
  • Develop financial literacy and smart money management habits

Our expertise indeed benefits individuals at various stages of their financial journey, from those starting out to high-net-worth individuals, ultimately helping them achieve financial stability, security, and prosperity.

Our philosophy revolves around using financial planning tools to empower individuals and families to achieve their financial goals stress-free, from starting their careers to retirement.

Our commitment to responsibility and trust has earned ourselves a loyal client base, making AUDRIM Finservs a trusted name in the financial services industry.

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