Mr. Anupam Dutta, resident of Asansol, West Bengal, has been serving the
financial sector for the last 17 years. He holds an Honours Degree in
Economics with Statistics and Mathematics from the University of Burdwan,
West Bengal, and secured First Division with letter marks in the
Madhyamik
Examination (1993)
.
He has successfully completed major industry
certifications including IRDA, NISM Series 5A, SIF Series 13, Advanced
Financial Goal Planning, and Chartered Heritance & Succession Planner from
the American Academy of Financial Management India, along with the Management
Development Programme on New Age Technologies for Customer Marketing from
MDI, Gurugram.
Mr. Anupam Dutta has built a strong advisory practice across Mutual Funds,
NPS, SIP & AIF, Life Insurance, and Non Life Insurance, supported by a growing
base of more than 700 clients. Known for transparent guidance and timely
service delivery, his approach reflects a core philosophy:
"Customer First and Service is More Fast."
With this commitment, he continues to help individuals and families achieve
long-term financial security and wealth creation.