About Us
Bhasker Chakravarty is the visionary founder and CEO of Special Needs Financials, a distinguished financial advisory firm dedicated to serving the unique needs of individuals with special needs. With an unwavering commitment to financial empowerment and a wealth of experience, Bhasker has become a trusted partner for over 200 clients, managing an impressive Assets Under Management (AUM) exceeding 5 crores. Bhasker's journey in the financial industry spans over two decades, marked by a diverse range of experiences across verticals, including retail and institutions. His comprehensive understanding of the financial landscape is a testament to his expertise and dedication to delivering unparalleled financial solutions. Prior to establishing Special Needs Financials, Bhasker played a pivotal role at L&T Investments, where he honed his skills and deepened his insights into the intricacies of financial management. In May 2016, he took a bold step by initiating a distribution network, showcasing his entrepreneurial spirit and foresight within the industry. At Special Needs Financials, Bhasker combines his extensive knowledge with a compassionate approach, recognizing that the financial needs of individuals with special needs require tailored solutions. His commitment goes beyond managing wealth; it extends to enhancing the quality of life for his clients and their families. Bhasker Chakravarty's leadership is characterized by a blend of innovation, integrity, and a genuine desire to make a positive impact. Special Needs Financials stands as a testament to his vision of a financial advisory firm that not only meets the unique requirements of its clients but exceeds expectations, ensuring a brighter and more secure financial future for all.
Vision
Empowering Exceptional Futures
Our vision at Special Needs Financials is to be the leading force in empowering individuals with special needs to achieve exceptional financial futures. We envision a world where every person, regardless of their unique challenges, experiences financial security, independence, and a legacy of prosperity.
Mission
Nurturing Financial Wellness with Compassion
Our mission is to provide specialized financial advisory services tailored to the distinctive needs of individuals with special requirements. Through personalized guidance, comprehensive planning, and unwavering support, we aim to nurture financial wellness, helping our clients navigate life's financial complexities with confidence and dignity.
Vision
Empathy in Every Equation
Our core value is empathy. We believe in approaching financial advisory with a compassionate understanding of the unique challenges faced by individuals with special needs. With every calculation, plan, and recommendation, we strive to bring a human touch, ensuring that our clients not only receive expert financial guidance but also experience genuine care and support on their journey towards lasting financial well-being.
Bhasker Chakravarty
Founder & CEO
Special Needs Financials
A708, Navin Apartments, Plot no 13, Sector 5, Dwarka, New Delhi-110075
ARN NO. : 111316
Contact Us
+91 9310305902
bhaskercha2002@gmail.com
SEBI Regional Office
Plot No.C4-A, 'G' Block Bandra-Kurla Complex, Bandra (East), Mumbai 400051, Maharashtra Phone: +91-22-26449000
Registration granted by SEBI, membership of BSE Administration and Supervision Limited (BASL) and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.