A Trusted Voice When It Matters Most
Surojit Kala
Founder, Director
Founded in 2002, SUROJIT KALA is a Kolkata-based financial planning firm built on trust, thoughtful guidance, and long-term relationships. With a disciplined and personalized approach to risk and asset management, we have steadily grown over the years—expanding our capabilities and broadening our offerings to include a wide range of investment avenues, platforms, products, and services.
We at SUROJIT KALA, keep you and your goals as our priority. Not only fulfillment of Your goals is our responsibility, but we also make sure that this entire journey of making wealth becomes a safe and happy journey for you.
Our mission is to use the biblical principles of financial planning to provide a superior quality of advice to maintain financial stability and freedom in all our clients.
Who We Work With
If you're here, chances are you're thinking about what comes next—and you don't want guesswork or jargon to guide the way. Over the years, I've found the greatest fulfillment in working with families, young entrepreneurs, organizations, business, individuals from diverse professional area who are ready to simplify their finances and align their decisions with what truly matters to them. Many come to me at an important turning point, ready to stop reacting—and start living with real intention.
Your story is always my starting point. You'll never be treated like just another account or a number. Together, we'll build a plan tailored around your priorities, your family, your independence, and the future you want to create. Because your life is personal—and your financial plan should be too.
How We Work
Our planning process is built around you—your life, your goals, and what truly matters to you. I take the time to understand your story first, then create a clear and practical plan that helps you enjoy life with more freedom, less financial worry, and the confidence that your plan will grow and change as your life does.