Subhankar Dasgupta
Subhankar Dasgupta is an Indian Financial Analyst and Financial Planning professional based in Kolkata, West Bengal. He has professional qualifications including MBA in Finance, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Financial Risk Manager (FRM).
According to his submitted profile, Subhankar Dasgupta has extensive professional experience handling High Net-worth Individuals (HNI), Ultra HNI and corporate clients. His professional background includes financial planning, investment-related services, market-related certifications and client management.
He is also described as a painter, singer and writer and is the author of the forthcoming book Smart Money Blue Print.
Early Life
Subhankar Dasgupta was born on 17 June in Kolkata, West Bengal, India.
The submitted profile does not specify the year of birth.
Education and Professional Qualifications
Subhankar Dasgupta holds an MBA in Finance from XIMB.
His professional qualifications and certifications listed in his submitted profile include:
- MBA (Finance) – XIMB
- CFP – Certified Financial Planner
- CFA – Chartered Financial Analyst
- FRM – Financial Risk Manager
- MF Level 5 & 7 certified
- Market Cash/FNO/Commodity Level 6
- PMS certified
- Insurance People Officer certified
These qualifications and certifications form part of his professional background in financial analysis, financial planning, investment-related services and client management.
Professional Career
Subhankar Dasgupta works as a Financial Analyst and Financial Planning professional.
According to the submitted profile, he has approximately 20 years of experience handling HNI, Ultra HNI and corporate clients.
His professional work involves financial analysis, financial planning, investment awareness and client-oriented financial services.
The profile also states that he has handled corporate and HNI clients for a significant period of his career.
Financial Analysis and Client Management
Subhankar Dasgupta has experience working with different categories of clients, including:
- High Net-worth Individuals (HNI)
- Ultra High Net-worth Individuals (Ultra HNI)
- Corporate clients
His professional experience has focused on understanding client requirements and providing financial planning and investment-related guidance.
His listed professional areas include financial analysis, financial planning, investment awareness, market-related activities and wealth management.
Professional Certifications
Subhankar Dasgupta's submitted professional profile lists several finance-related certifications and qualifications.
These include:
- MBA Finance
- CFP
- CFA
- FRM
- MF Level 5 & 7 certification
- Market Cash/FNO/Commodity Level 6 certification
- PMS certification
- Insurance People Officer certification
These qualifications represent different areas of his professional training and financial-sector expertise.
Awards and Recognition
Subhankar Dasgupta has received several awards and recognitions according to his submitted profile.
2026 Recognitions
- Felicitation from the Ministry of Finance – 2026
- Bengal Excellence Award – 2026
- Felicitation by IIM Calcutta and IIM Mumbai – 2026
- Times Business Award from Times of India for Leading Financial Analyst – 2026
Previous Recognitions
- Best Corporate Planner – Outlook Money, 2022
- Bharat Dignity Award – 2021
- Best Financial Planner – International Finance Publication, London, 2021
- Best Financial Planner Award – GAFM (Global Academy of Finance & Management), USA, 2020
- Best Speaker Award – Zee Business, 2019 for an Investment Awareness Programme
- ET NOW Award – Best Financial Planner, Economic Times, 2018
These awards and recognitions are listed based on the information provided in his submitted professional profile.
Investment Awareness and Speaking
Subhankar Dasgupta has also been recognized for his contribution as a speaker in the field of investment awareness.
In 2019, he received the Best Speaker Award from Zee Business for an Investment Awareness Programme, according to his submitted profile.
His professional interests include financial education, investment awareness and communicating financial concepts to clients and audiences.
Author and Writing
Subhankar Dasgupta is the author of the forthcoming book Smart Money Blue Print.
The book is described in his submitted profile as being about to launch in the market. The work is associated with financial awareness and money-related concepts.
His interest in writing extends beyond his professional work, and he is also described as a painter and singer.
Creative Interests
Alongside his career in finance, Subhankar Dasgupta has interests in several creative fields.
He is described as:
- A painter
- A singer
- A writer
- An author
His creative interests provide an additional dimension to his professional profile as a financial analyst and financial planning professional.
Professional Profile
Subhankar Dasgupta combines financial education, professional finance qualifications and extensive client-handling experience.
His profile reflects experience in working with HNI, Ultra HNI and corporate clients, together with professional certifications covering financial planning, investment-related services, portfolio management, financial markets and risk management.
His professional career also includes recognition through financial-sector awards and speaking-related achievements.
Book
Smart Money Blue Print is the forthcoming book authored by Subhankar Dasgupta.
According to the submitted information, the book is scheduled to be launched in the market. Further publication details were not provided in the submitted profile.
Personal Details
| Detail | Information |
|---|---|
| Full Name | Subhankar Dasgupta |
| Date of Birth | 17 June |
| Birth Place | Kolkata, West Bengal, India |
| Nationality | Indian |
| Profession | Financial Analyst, Financial Planning Professional |
| Education | MBA (Finance) |
| Professional Qualifications | CFP, CFA, FRM |
| Additional Certifications | MF Level 5 & 7, Market Cash/FNO/Commodity Level 6, PMS, Insurance People Officer |
| Professional Experience | 20 years |
| Client Experience | HNI, Ultra HNI and Corporate Clients |
| Book | Smart Money Blue Print |
| Creative Interests | Painting, Singing and Writing |
| Social Media |
Awards and Achievements
| Year | Award / Recognition |
|---|---|
| 2026 | Felicitation from the Ministry of Finance |
| 2026 | Bengal Excellence Award |
| 2026 | Felicitation by IIM Calcutta and IIM Mumbai |
| 2026 | Times Business Award from Times of India for Leading Financial Analyst |
| 2022 | Best Corporate Planner – Outlook Money |
| 2021 | Bharat Dignity Award |
| 2021 | Best Financial Planner – International Finance Publication, London |
| 2020 | Best Financial Planner Award – GAFM (Global Academy of Finance & Management), USA |
| 2019 | Best Speaker Award – Zee Business, Investment Awareness Programme |
| 2018 | ET NOW Award – Best Financial Planner, Economic Times |
External Links
- LinkedIn – Subhankar Dasgupta