How We Work Together
Empowering Financial Well-being: A Compassionate Approach for Special Needs Individuals
In the realm of financial advisory, there exists a niche where expertise meets empathy, where numbers align with the nuanced needs of individuals with special requirements. Welcome to Special Needs Financials, where our commitment goes beyond managing wealth; it extends to securing a future marked by financial security, compassionate guidance, and an unwavering understanding of your unique needs.
Financial Security for Your Loved Ones
At the core of our philosophy is the understanding that financial security isn't just about numbers on a balance sheet; it's about ensuring a legacy of stability and comfort for your loved ones. Our founder and CEO, Bhasker Chakravarty, envisioned a financial advisory firm that prioritizes the long-term well-being of individuals with special needs. With over two decades of experience, managing an impressive Assets Under Management (AUM) exceeding 5 crores, Bhasker has transformed Special Needs Financials into a beacon of financial security. Our approach is personalized and comprehensive, recognizing that the financial journey for individuals with special needs requires careful consideration. From tailored investment strategies to estate planning, we meticulously craft financial solutions that align with your aspirations for your loved ones, providing a roadmap to a secure and fulfilling future.
Compassionate Guidance in Every Step
Navigating the financial landscape can be daunting, especially when the well-being of a loved one is at stake. Our team at Special Needs Financials is not just a group of financial experts; we are compassionate guides, here to walk alongside you on this intricate journey. We understand the unique challenges you face, and our commitment is to provide guidance that transcends traditional financial advice. Whether you're planning for the education of a special needs child, securing lifelong care, or navigating government benefit programs, we offer more than just financial expertise – we offer a partnership built on trust, empathy, and a shared commitment to your family's prosperity.
Understanding Your Needs, Tailoring Our Solutions
No two individuals with special needs are alike, and our approach reflects this diversity. We take the time to understand your unique circumstances, aspirations, and challenges. Our financial advisors work closely with you to develop a customized plan that aligns with your goals, ensuring that every aspect of your financial strategy is a reflection of your unique needs. From investment portfolios designed to withstand market uncertainties to insurance solutions that provide a safety net against life's unpredictable events, our services are crafted with precision and care. Your financial well-being is not just a transaction for us; it's a relationship built on trust, understanding, and a shared commitment to your family's prosperity.
Managing Life's Uncertainties
Life is inherently uncertain, but with the right financial strategies in place, we believe that individuals with special needs can face the future with confidence. Special Needs Financials acts as a shield against life's uncertainties, offering a comprehensive suite of services that extend beyond traditional financial advisory. Our risk management strategies are designed to protect your assets and provide a safety net for unforeseen circumstances. Whether it's planning for healthcare costs, addressing changes in government policies, or preparing for unexpected life events, we're here to provide the stability you need to weather life's storms. In conclusion, Special Needs Financials is not just a financial advisory firm; we are a dedicated partner on your journey to financial security and well-being. Our commitment to understanding your unique needs, providing compassionate guidance, and managing life's uncertainties sets us apart. Your financial future is our priority, and we stand ready to empower you with the tools and insights needed to build a secure and fulfilling life for your loved ones. Welcome to a future of financial empowerment and peace of mind with Special Needs Financials.
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.