Our Story
PG Financial Planners was born from a simple observation: families in Kolkata needed honest, expert guidance to navigate the increasingly complex world of insurance and financial planning.
We started with a mission to demystify insurance for ordinary families. We saw too many people either over-insured with unnecessary products or under-protected when they needed coverage most.
Today, we’re proud to have helped over 500 families secure their financial future through carefully selected life and health insurance plans, retirement strategies, and ongoing support through claims and life changes.
Our approach remains unchanged: listen first, educate thoroughly, and recommend only what truly serves our clients’ best interests.
10+
Years of Experience
500+
Licensed & Certified
Our professional credentials ensure you receive expert guidance backed by industry recognition and regulatory compliance.
Licensed Insurance Agent - IRDAI
Certified Financial Planner (CFP)
Life Insurance Council Certified
Health Insurance Specialist
Why Choose
PG Financial Planners?
Unbiased Advice
We work with multiple insurers to find the best fit for your needs, not ours.
Lifetime Support
From policy selection to claims, we're with you through every life stage. Local Expertise Deep understanding of Bengal's families and their
Local Expertise
Deep understanding of Bengal's families and their specific financial needs.
Achievements
Ready to Secure Your Family's Future?
Get personalized insurance recommendations from our certified experts. Free consultation with no obligations.