Arijit Sen is a Certified Financial Planner, a Qualified Personal Finance Professional ® and a SEBI Registered Investment Advisor in Kolkata. He works as a fee-only Financial Advisor in Kolkata.

He has done his schooling in Kolkata from South Point School and Patha Bhavan. He completed his graduation from St. Xavier’s College, Kolkata in Bachelor of Commerce in 2015. He did specialization in Accounting and Finance. As a part of his curriculum in college, he was supposed to prepare a project on any topic. As his interest inclined towards personal finance, he utilized the opportunity to prepare and deliver a full-scale presentation on “Financial Planning” which was immensely appreciated by the professors.

He grew up closely following his father, Sri Uttam Kumar Sen who has been in the field of personal finance for the last 34 years. He was strong-willed to join his father’s profession since his childhood. The way his father has been dealing with clients always fascinated him. Clients are contented for the services they have been receiving. This is what propelled Arijit to become a fee-only Financial Advisor in Kolkata and take his father’s noble endeavour forward. He used to sit inside the office room as his father attended clients. During this experience, he developed the habit of understanding a person’s attitude and behaviour. This in turn helped both father and son to take client’s risk profiling process to a whole new level, involving rigorous analysis. During his college days, he accompanied his father in Financial Well-being Campaigns. It allowed him to develop superlative interest in the field of personal finance.

Being fanatic about Mutual Funds, he cleared NISM Series V A Mutual Fund Distributors Certification Examination administered by National Institute of Securities Markets in January, 2014. Soon after, he became IRDA certified for General Insurance in January, 2015. Both father and son were satisfactorily dealing with their clients until a miserable accident made his father bed ridden for almost a year. That traumatic phase of life shaped Arijit as a professional. The unwelcome event turned out to be a blessing in disguise.  His father made him understand the core values of life in order to care for clients and their families. He went through NISM Series X-A & X-B: Investment Advisor (Level 1 and Level 2) Certification Examinations in December, 2017 and January, 2018 respectively, keeping in mind his aim of delivering impartial quality financial advice to their clients.

He applied to SEBI for the role of Investment Advisor in individual capacity in February, 2019. SEBI issued him the license to work as an Investment Advisor in March, 2019.

He qualified as a Certified Financial Planner in Kolkata from Financial Planning Standards Board Ltd. in January 2020.

He became a Qualified Personal Finance Professional ® in May, 2020.

He believes conflict-free advice is like gold dust. He considers this as an opportunity to honestly address people’s financial as well as non-financial concerns and guide them towards tranquility. As Financial Advisor in Kolkata, he has been confident in providing personal financial planning and investment advisory services.

He is a member of PAN-India Association of Registered Investment Advisors (ARIA).

He is a Pro-Member of Network FP since 2018.

Being the second generation as a Financial Advisor in Kolkata, his focus has been to take forward his father’s beliefs, principles and culture. He understands the responsibility bestowed on him and wishes to hand-hold clients towards their life-goals.

Since 2022, he is also conducting training sessions for students of Qualified Personal Finance Professional ® certification program structured by Network FP Knowledge Solutions Pvt. Ltd.

He has been one of the trainers for “Comprehensive Financial Plan Construction” workshop organised by Network FP Knowledge Solutions Pvt. Ltd.

His father gave him the greatest gift any father could give any son. He believed in him. He believes that Arijit has the capability to take his practice forward and put smiles on clients’ faces.