India’s No. 1 Most Trusted Financial Services Brand for the 5th year in a row (since 2016) - Request a Quote

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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

“As an 80-year-old, I was sceptical about investing in mutual funds, but Shantanu’s guidance made the process simple and clear. He took the time to understand my financial situation and recommended the best options for my retirement. I’ve already seen steady returns, and I’m confident my money is in good hands. I highly recommend his services!”

Mr. Rabindranath Chakraborty

Happy Customer

“I was totally confused about how to invest my monthly income in a systematic investment plan. When I came to know about Mr Shantanu, I visited him and got the best investment solution. Right now, I am investing in two kinds of mutual funds and a health insurance policy to benefit my parents and wife.”

Mr. Somnath Roy

Happy Customer

“As a young entrepreneur, I want to save money for my business capital. Thanks to Mr Shantanu. His guidance for a perfect investment plan helps me a lot. I have started investing in the stock market, which will be beneficial to my business. Mr Shantanu guided me in choosing the best share for a secure investment. Again, a big thank you to Mr Shantanu.”

Ms. Raima Saha

Happy Customer

Our Certifications