ABOUT US

Surajit Pramanick, a dynamic and passionate financial professional, has built a remarkable career rooted in the heart of Kolkata, where he was born and raised. His journey into the financial world began after completing his Bachelor of Commerce (Honours) from the prestigious University of Calcutta in 1998, majoring in Commerce. From the outset, Surajit had a keen interest in understanding the nuances of financial management, which prompted him to dive deep into various aspects of finance, taxation, and asset management.

The Formative Years

From 1998 to 2005, Surajit honed his skills working in the fields of audit and accounts, immersing himself in the intricacies of financial management. This foundational experience allowed him to develop a solid understanding of financial systems and audit procedures, which later became the bedrock of his career.
In 2006, his career path shifted towards the equity and stock broking industry. Surajit spent the next decade working with renowned organizations like Indiabulls Securities Limited and IIFL, eventually rising to the position of Branch Manager at Peerless Securities Limited. His responsibilities included managing large teams, handling client portfolios, and providing sound financial advice to individuals and institutions alike. The exposure to equity markets, derivatives, mutual funds, and wealth management during this time sharpened his expertise in investment planning and financial advisory.

The Pursuit of Excellence – Certified Financial Planner (CFP)

In 2014, Surajit took a significant step forward by becoming a CERTIFIED FINANCIAL PLANNER® (CFP®), earning membership in the Financial Planning Standards Board of India (FPSB). The CFP® certification is globally recognized as the highest standard in the financial planning industry, and Surajit’s dedication to the profession has been reflected in his commitment to upholding its stringent standards of education, ethics, and professional competence.

Key Highlights of the CFP Certification:

• The Certified Financial Planner (CFP®) certification is recognized as the gold standard for financial planners worldwide, granted by the Certified Financial Planner Board of Standards (CFP Board) in the U.S. and overseen by the Financial Planning Standards Board (FPSB) internationally.
• It is a mark of excellence, conferred upon individuals who meet rigorous standards of education, examination, and ethical conduct.
• The CFP® certification opens doors globally, fostering trust and providing career opportunities for financial professionals seeking to specialize in comprehensive financial planning services.
• With over 223,000 CFP® professionals worldwide, the certification represents a commitment to providing top-tier advisory services to individuals and businesses alike. For Surajit, obtaining the CFP® certification was more than just a career milestone; it was an affirmation of his mission to help people navigate the complexities of personal finance. His approach to financial planning is rooted in understanding each client’s unique goals and crafting personalized strategies to overcome financial challenges and achieve long-term prosperity.

Mentorship and Training Contributions

Surajit's expertise is not limited to personal finance alone. Over the years, he has become a prominent mentor and educator in the financial industry. He is now actively involved in providing NISM Training (Mutual Fund, Portfolio Management Services, etc.) to bankers and financial intermediaries. Additionally, he conducts Continuing Professional Education (CPE) sessions for aspiring Mutual Fund Distributors (MFDs) and seasoned professionals alike.
As a visiting faculty at several prestigious institutions, including NISM, CIEL, NSE Academy, BSE Academy, ICICI AMC, and SBI AMC, Surajit has trained over 2,000 candidates since 2014, sharing his knowledge and insights with the next generation of financial professionals.

Professional Experience and Accomplishments

Surajit's career spans over 20 years, covering various facets of the financial sector:

• Conducted 200+ batches of training on NISM Series VA: Mutual Fund Distributors Examination, training over 5,000+ candidates as of September 2024.
• Visiting Faculty for various prestigious financial institutions and many AMCs.
• Over a decade of experience in the Equity Broking Industry as a Branch Manager, overseeing operations, managing client portfolios, and providing strategic advice.
• 7 years of experience in the Audit and Accounts segment, further broadening his expertise in financial management.
• Was associated with Tiksna Mission Trust (Mumbai) to spearhead the National Skill Development Program (NSDC) under the Distributor Acquisition Program.

Memberships and Affiliations

Surajit Pramanick holds several esteemed memberships in the financial world:

• CERTIFIED FINANCIAL PLANNER® (CFP®) – FPSB Membership No.: 68955 (Member since April 2014).
• Active member of the Financial Planning Standards Board of India (FPSBI), contributing to the broader financial planning community in India and worldwide.