The last 2 decades of working with our clients, primarily as their Insurance Advisor, was extremely satisfying and rewarding. 1000+ wonderful clients helped us carry the Indian tricolor in the last MDRT. Our clients who are recently settled outside Kolkata have regularly encouraged me to expand our network and manage their entire portfolio.
We believe this is the best time to go 'back to basics and with the help of cutting-edge technology provide a trustworthy and efficient platform. So, here is Escalated Wealth, a fully integrated financial planning firm for people who would like to plan diligently to achieve their financial goals. Escalated Wealth will focus on all aspects of Financial Planning like Children's Education Planning, Retirement Planning, Estate and Succession planning. Our team is trained to follow a 6 stage process to help you build a diversified portfolio to meet your Investment Objectives.
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