About Us
Soumen Kanti Das
Hello,
I am Soumen Kanti Das, MDRT-USA (4 Times) qualifier Asset Accumulator & Chief Life Insurance Advisor, founder of Soumen Financial Services incorporated in 2002, with 682+ satisfied clients, we are driven by our strong passion to ensure the financial well-being of all our clients. We will help you achieve your financial goals with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team. We are certified mutual fund distributors recognized by the AMFI (Association of Mutual Funds in India) and also insurance advisors recognized by the IRDAI (Insurance Regulatory and Development Authority of India). You will enjoy single window access to a wide range of financial products, including mutual funds, equities, ETFs, bonds, FDs, PMS, NPS, loans against Mutual Funds and Insurance, adequate to help meet your diversified Financial Goals.
As your insurance and investment advisor our aim is to ensure that you have complete peace of mind with the right insurance cover which also meets your medium- and long-term investment goals.
With 22 years of experience in this industry as a well-trained and courteous staff we are well equipped to manage and service all your financial requirements.
OUR MISSION
OUR MISSION
Rather than just selling insurance and investment products our focus is on awareness to clients on the right way to achieve financial freedom. Having helped more than 682 families till date, our mission is to help as many individuals as possible in choosing the right path for financial independence.
WHY US?
WHY US?
Why should we be your financial advisors / product distributors? This is a very relevant question to ask us. And given below is our answer...
- Right Experience & Skills: We have over 22 years of experience in financial advisory and products distribution space. Our knowledge, qualifications & skills enable us to understand you and your needs and then offer you the right strategies & solutions to achieve your goals.
- Focus on Customer Satisfaction: We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or services.
- Client Centric Approach: All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendation process.
- Rich Product Basket: We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
- Value Added Services: Our Services ensure comfort, convenience, confidential and control to you in managing your wealth. You would enjoy being always updated of your investments anytime, anywhere.
- Driven by Passion: Serving clients is our passion and the reason why are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life with our facilitation.
