3, Parasar Road, 2nd Floor, Flat No 2b, Opposite Lake Mall Gate No -5. Kolkata-700029.

About us

Our Investment Philosophy

Welcome to Tistaa Finserve, your trusted financial companion in India. We understand that your financial journey is more than just numbers; it's a story of dreams, aspirations, and the legacy you want to leave behind. At Tistaa Finserve, we are driven by the belief that everyone deserves a secure and prosperous future.
Our journey began with a simple promise: to empower every individual in India to achieve their financial goals and protect what matters most. We know that life's uncertainties can be overwhelming, but with the right guidance and support, you can navigate them successfully.
Our dedicated team of financial experts is committed to providing you with the best guidance and services tailored to your unique needs. We take pride in the relationships we've built with our clients, and their success stories inspire us every day.
In a rapidly changing world, we remain steadfast in our dedication to helping you secure your financial future. Your dreams are our top priority, and your trust is the cornerstone of our service.
Join us on this journey towards your financial freedom. Let's create a future that's not just financially sound but also peaceful. Together, we can turn dreams into reality

 

Our Mission

Our mission is to provide accessible and personalized financial services, empowering individuals across India to achieve financial success. We are dedicated to offering expert guidance, making financial services available to all, and ensuring every Indian can turn their financial aspirations into reality.

Our Vision

Our vision is to become the leading force in shaping a financially secure and prosperous India. We aim to set new standards in the financial industry and be the go-to partner for those seeking financial stability, growth, and success, contributing to a brighter future for our clients and the nation as a whole.

Our Values

Our core values include accessibility, empathy, trust, innovation, excellence, collaboration, and social responsibility. We are committed to making financial services accessible to all, understanding our client's unique needs, building trust through integrity, driving innovation, and striving for excellence.

Ms. Swapnasree Ghosh

Ms. Swapnasree Ghosh

AMFI Registered Mutual Fund Distributor
IRDA Registered General Insurance Advisor

SWAPNASREE, Who has earlier worked with various MNCs in different roles, has a 15 -years’ experience in selling Life Insurance , Mutual Fund and other financial products. She is top club member advisor with HDFC ERGO GENERAL INSURANCE COMPANY. Swapnasree has now partnered with Rajib to set up this Company.

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Mr. Rajib Lochan Ghosh

AMFI Registered Mutual Fund Distributor
IRDA Registered Insurance Advisor
NSC & RVCC Certified Volatility Coach
Life Member of Financial Freedom Fraternity (FFF)
PATRON Member of MFRT (Mutual Fund Round Table)
2 time MDRT (Million Dollar Round Table – USA)

Rajib, the managing partner, has spent more than 22 years as a capital market intermediary. He has dealt with various classes of financial products, including mutual funds and insurance. His client base comprises more than a thousand families and individuals. Rajib, a commerce graduate from Calcutta University, spends his leisure time as a traveller and a photographer. He, along with his partner Swapnasree, is keen on making new friends and building relationships.