About
About
Investment Guru is a boutique firm that specializes in working with select individuals and families that nurture their dream of achieving financial independence at an age of their choice.
With nearly two decades of industry experience, we offer a carefully curated range of mutual funds, life and general insurance, and fixed-income products. With our client’s best interest at the epicentre, we work with them to identify their unique needs and financial goals.
Investors choose Investment Guru to assist them in sifting through the myriad options and select the products/ schemes that best meet their investment objectives, investment horizon and risk appetite!
At Investment Guru, we go beyond distributing financial products —we are our client’s trusted partners in building financial security and prosperity.
Your Navigator in Financial Freedom
Sudarshan Chakraborty is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, certified by the globally recognized Financial Planning Standards Board Ltd. (FPSB) for meeting the highest standards in the financial planning profession.
With over 30 years of experience in the financial services industry, Mr. Chakraborty combines his BE in Mechanical Engineering and MBA in Marketing with a proven track record of leadership.
He has successfully headed the Bancassurance business for HDFC Life and Aviva Life in Gujarat, driving growth and client satisfaction. His global experience managing IT sales operations across Europe, South Africa, and the UAE further underscores his versatile skill set.
Mr. Chakraborty’s passion for personal finance and for providing need-based solutions to clients led him to establish Investment Guru.
He understands that achieving financial freedom goes beyond numbers—it’s about aligning strategies with your values, goals, and aspirations. With a commitment to transparency and integrity, he fosters trusted relationships that empower clients to navigate their financial journeys with confidence.
Whether planning for retirement, saving for your child’s education, or optimizing your portfolio, take the first step toward a secure financial future by scheduling an appointment today!
Our Mission
To empower you with knowledge, inspire confidence in your financial decisions, and help you build a secure and prosperous future.