About Us

Our Story

Founded in 2016 in Kolkata by Mr. Sourabh Rathi (Certified Financial Planner), Sourabh Financials began with a mission to provide expert financial planning tailored to the needs of individuals and corporations. With apron a decade of experience in the finance industry and certifications in CFP and CDIP, Mr. Rathi has built a robust service that currently manages more than 500 portfolios, including those of major corporations and clients across regions.

We are dedicated professionals handles various departments, from marketing and client services to field operations and query resolution. Driven by a client-first philosophy, we are committed to understanding both the present and future financial needs of our clients in today’s economic climate. At Sourabh Financials, our approach to investment planning is unique: we consider “Client First” as our core value, tailoring strategies to align with each client’s financial level and goals.

An interesting note—our name, Sourabh Financials, reflects both our founder’s vision and our comprehensive range of finance-related services, emphasizing that financial growth and satisfaction goes in your precious life cycle.

Our Mission

To be a “Partner in Success” for everyone.

Our Vision

We aim to offer a variety of services and products to meet our goal of providing personalized financial planning that aligns with each client’s financial standing.

Our Future Plan

Looking ahead, we envision Sourabh Financials becoming a trusted household name for financial planning. Our deep knowledge and commitment to this sector will make us the go-to choice for anyone seeking reliable financial expertise. We believe that with the right guidance, anyone can achieve their financial aspirations.