Catalyzing financial growth and security

Commitment to enabling individuals and businesses to build and effectively manage their financial resources.

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What we do

Personalize wealth creation & management

“Improve the financial wellbeing of households and business entities”

“To be an intermediary bridging the financial needs of households and business with the spectrum of offerings from the financial institutions”

Capt. Finu puts utmost importance on ‘client centricity’. Hence welfin believes in transparent & accountable association with it’s stakeholders based on mutual respect. The captain believes in continuous improvements in our endeavours, constantly innovating and adapting to the changes around us and undertaking activities that benefit society at large. Profit is a by-product of adherence to all above values.

Company Inception

The company is founded by a team of passionate entrepreneurs. The vision, mission, and values are defined.

August 2015

Established

10K+ KYC

Successfully completed the verification process for 10,000 KYC profiles, ensuring compliance and enhancing the integrity of our financial operations.

March 2020

Milestone 1

155 Cr AUM

Surpassed expectations, managing an AUM valued at 155 crores, showcasing our dedication to outstanding financial services and long-term wealth growth.

April 2024

Milestone 2

Digital fusion

Pioneering digital fusion strategies, we're embarking on a nationwide expansion, leveraging technology to redefine financial accessibility & reach across India.

January 2030

Milestone 3

Team members

- WELFIN -

Tapas Chakraborty

Co-Founder & CEO
(CFP and Fellow with Insurance Institute of India)

Indrajit Mukherjee

Co-Founder & Advisor
(IIT and IIM alumni, faculty of XLRI)

Tarak Nath Shaw

CA & Law Advisor

Phalguni Chakravorty

Co-Founder

Indranil Ghosh

Consultant

Rolly Chakravorty

HR Manager

Soumyakanti Chakraborty

Advisor to the Board (IT)
(Professor - Indian Institute of Management, Calcutta)

Dipujjal Mitra

Sales Manager

Manoj Chatterjee

Admin Head

Pradip Bhattacharya

Admin

Moupia Basu

HR

Sadaf

Financial Planner

Diptanshu Das

MIS Executive

Suvankar Acharya

Process Trainer

Amrita Basu

Operations Executive

Ankita Banerjee

Operations Executive

Priya Bakshi

Operations Executive

Help Center

Why WELFIN?

Get answers of frequently asked questions.

Our unique process creates a tailored portfolio for your financial needs, blending products across regulatory domains with a focus on products cost, liquidity, risk, and return maximization. We monitor and adjust the portfolio regularly to ensure it meets your goals. We encapsulate this as "Dream, Plan, Achieve" – turning your dreams into reality through meticulous planning.
At Welfin, financial planning involves understanding the fundamental needs and dreams of individuals and enterprises. We create tailored plans that meet basic requirements and achieve big dreams without cutting corners.
Capt. Finu's team includes professionals such as CAs, CFPs, CS, MBAs, and Insurance fellows. Capt. Finu closely monitors market developments—political, economic, and corporate—and promptly adjusts your portfolio strategy to capitalize on changes. While you focus on your daily life, rest assured that our team is diligently keeping your finances on track toward your dreams.
Capt. Finu is dedicated to educating clients and interested individuals, helping them make informed financial decisions. Finu provides multilingual videos on economic and market parameters, offering 'live' real-life coaching. If you consider yourself a finance novice, Welfin is the team to be with.
With a little planning, guidance, and diligent monitoring of your savings - we can create a fabulous, healthy and enjoyable, 'golden years' period even after fulfilling all responsibilities during our working years. A session with Capt.Finu's team will illustrate fulfillment of these requirements