Office Address:
Abhinandan Tower, Fourth Floor, Flat No. 4A,
1368, Survey Park, Kolkata: 700075, West Bengal, India.
Contact Nos.: +91 9674663431, +91 7596063604

Email Address:

For Arijit Sen
arijitsen@merrymind.in

For Uttam Kumar Sen
uttamsen@merrymind.in

For Enquiries
admin@merrymind.in

Call: +91 9674663431 | Email: admin@merrymind.in

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Financial Literacy Campaign in Office & Residential Complex

You may agree that the financial world is far more complicated than it was a generation ago. Achieving lifelong financial independence can sometimes seem like an arduous task. We seem to have plenty of access to financial information but there may be very little evidence of widespread knowledge in money management skills, so far as personal financial matters are concerned.

We conduct seminars/workshops at various places (Clubs, Societies, Offices, Educational Institutions, etc.) to spread financial literacy among people. We intend to address various personal finance related issues through the seminars/workshops which in turn help people to understand the need and importance of Financial Planning. We design our sessions to highlight how Financial Planning Processes help one to evolve investment strategies, develop asset allocation, create retirement planning scenarios, calculate insurance needs, understand importance of contingency planning, fulfill family commitments etc.

As Arijit Sen is a SEBI Registered Investment Advisor in Kolkata, we focus on discussing about the most common myths related to personal finance. Financial Literacy will empower you to avoid common mistakes related to your personal finance. We also address queries related to existing investments, insurance, debt management etc. Being Fee-only Financial Advisor in Kolkata, we don’t do any sales promotion activities for any financial product(s). Our purpose is to help people to take informed financial decisions in life. We sincerely believe that our sessions will help people to avoid common financial mistakes to some extent.

Uttam Kumar Sen

Certified Financial Planner

Uttam Kumar Sen, Certified Financial Planner

He has been experiencing acute practicalities related to personal finance from People’s University since last 34+ years and he wants to share them with you. He is a practicing Certified Financial Planner in Kolkata.

He started his journey as a life insurance agent in 1986, that too by chance and not by choice. Although it’s a noble profession, he didn’t enjoy the profession by reason of Sales Target/Premium Target. He attended Agents Development Programme in Institute of Insurance & Financial Sciences Education, Research & Training, Pune in February, 1988. He successfully completed diploma course in Life Insurance Marketing in January, 1989 by submitting dissertation on Insurance. He also attended Advance Agents Development Programme in Institute of Insurance & Financial Sciences Education, Research & Training, Pune in January, 1992. In order to write his observations on “Retirement”, he attended Vanaprastha Seminar for 7 days in Chinmaya Mission, Kolkata in 1993 after taking special permission.

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