Established in August 2011, we are financial planners & investment advisors, in the business of helping our clients achieve their financial goals. Currently we have over 15 families as clients from across India. We currently manage assets of over Rs. 15 crore and a risk cover of Rs. 39.5 crore.

Ranjan Ghosh, Chief Financial Planner, is the founder of Wealth Partners. With over 18 years of top-notch industry experience, an ICWA, the distinction of having successfully led the Wealth Planning initiatives of Private Indian & MNC Banks and other prominent Wealth Management firms in the country. With a stellar reputation in the world of personal finance, Ranjan firmly believes in continuing education as a way of life.

The core of our business is Financial Education. We strongly believe that all individuals need to understand their finances and take educated and informed decisions regarding the same. We assist our clients in identifying, defining and prioritizing their financial goals over their life time and then in designing a customized game plan to achieve these very goals. In this endeavor, our range of services includes investment planning, cash flow planning, retirement planning, risk management & insurance planning, tax planning and estate planning.

Our aim is to take the worry of 'managing money' away from you and leave you with a sense of comfort, that you now understand your finances better and that they are being well tended to.

The pillars of our business are ethics & competence - we believe the client's interest comes foremost and that there is no substitute for knowledge. This is why Wealth Partners is a firm which is not driven by incentives.

Our strength lies in the team of experienced, qualified and zestful members, whose motto is Learn, Compete, and Succeed!

We firmly believe that the 'Financial Planning' route is the way forward in advising our clients on any and every financial matter as advocated by the Financial Planning Standards Board, India which is affiliated to the FPSB, Denver USA.