Top Brands with Which We Work






Services We Provide

Mutual Funds
Invest your money in a diversified investment portfolio to increase its value. Risk diversification is the main reason to invest your money in mutual funds. We offer the best SIP for our clients.

Stock Market/Trading
People who want to get direct company ownership by selling and purchasing securities should invest in the stock market. If you want the highest return by eliminating risk, the stock market is ideal for you.

Health Insurance
Health insurance premiums are applicable for tax deduction U/S 80D of the Income Tax Act. It is also applicable to the long-term cost of life-threatening diseases.

General Insurance
Protect your assets from damage or theft; start investing in general insurance. It does not give you lump sum money in return but meets up a financial loss of your assets.

Corporate Fixed Deposits
Start investment in a secured investment portal that is untouched by market volatility. Get competitive interest rates from corporate fixed deposits and fulfill the short-term and long-term financial goals.

National Pension System (NPS)
Get tax deduction U/S 80 C and 80 CCD from investment in the national pension system. Start this systematic investment planning for a secure life after retirement.

New PAN Card Creation
If you want to apply for a new PAN card or rectify your PAN card, choose our agency for systematic and hassle-free PAN card creation. Our expert team will guide you always without fail.

Capital Gains Tax Savings Bond
REC LTD 54EC bonds due to capital gains arising out of property sales.

Government of India Bonds
All other types of government of India bonds like RBI Floating Rate Bonds and income Tax saving Bonds.
Our Key USPs

Expertise & Experience
28 years in corporate finance and 5 years as a financial consultant.

Comprehensive Financial Services
Offering services from mutual funds, insurance, to tax planning and NPS.

Personalized Solutions
Tailored financial advice to meet unique client needs.

Trust & Transparency
We believe in clear, honest communication with clients.

Timely & Efficient
Always available to provide fast and reliable financial services.

After-sales services
Dedicated after-sales follow up with prompt troubleshooting & client interaction.

About the Brand
Chatterjee Financial Services is your trusted partner in managing finances with integrity and expertise. Founded by Shantanu Chatterjee, we bring 28 years of corporate experience and 5 years of freelancing in the finance sector to help individuals and businesses make informed financial decisions. From mutual funds and stock market investments to insurance and NPS, we offer a range of services designed to secure your financial future.


Our Mission
We help clients manage their money wisely. Make informed decisions & reach their financial goals. We also help them save more than they spend. We construct & manage portfolios while providing better financial solutions.

Our Vision
To make more people financially aware. To facilitate and promote the use of digital platforms. To contribute to investment management for living a better life today & tomorrow.
Founder
Shantanu Chatterjee
I am Shantanu Chatterjee, the founder of Chatterjee Financial Services. With a robust 28-year career in the finance departments of leading FMCG companies and 5 years of freelancing as a financial consultant, I have always been driven by a passion to help individuals make smart financial decisions. My mission is to provide my clients with reliable, effective, and value-driven financial solutions.


Shantanu Chatterjee
The Client Experience I Offer
Our Certifications

