Your Trusted Partner in Protection, Prosperity & Peace of Mind
I'm Soumyajit Goswami, and for over 19 years, as one of the top financial planner and health insurance advisor in Kolkata, I’ve been guiding individuals and families through the complexities of insurance and wealth planning—with a steady hand and a clear purpose: to help you feel secure, supported, and financially prepared for every chapter of life.
My journey has taken me through life, health, general insurance, fixed deposits, NCDs and mutual fund advisory—with each interaction deepening my belief that financial guidance must be personal, consistent, and built on trust.
As a Branch Manager Club Member and Senior Business Associate, I bring both experience and empathy to the table—because I’ve seen first-hand how much a timely claim or the right plan can mean during life’s critical moments.
I offer end-to-end expert guidance across:
Life Insurance - Endowment Policy, Money Back Policy, Term Insurance, Pension Policy, Child Education Policy, Retirement Plan.
Health Insurance - Individual Policy, Family Floater Policy, Senior Citizens Policy, Maternity Policy, Critical Illness Policy, Top-up policy, Travel policy.
Group/Corporate Insurance
General Insurance – Mediclaim, Motor Insurance, Two/Four Wheeler Insurance.
Mutual Funds – SIP, STP, SWP, Dividend yield, Lumpsum.
NCDs (Non-Convertible Debentures)
FD (Fixed Deposits)
NPS (National Pension System)
Why Clients Choose to Work with Me:
Tailored solutions for every life stage
Empathetic, responsive client service
Focused on long-term growth and results
End-to-end support, from policy to claims
Real-world expertise built over years of experience
Recognised for best claim settlement track record (close to 100%)
Whether you’re protecting your family’s future, securing your health, or growing your wealth — I’ll be right by your side, every step of the way.
Call/Whatsapp me at: 70036 41821
Email: sales@soumyajitgoswami.in
Or head over to the Contact page to begin the conversation.
It would be my privilege to stand by your side as your trusted financial ally.
“Insurance is not an expense; it’s a wise decision for your family’s tomorrow.”
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