01
People Before Products
Every family carries distinct responsibilities, timelines and comfort zones. Planning begins by listening to your story—never by pushing an off-the-shelf product.
About Prasun
Planning Is Personal. It Should Feel That Way.
Plan with Prasun is a calm space to make sense of protection, investments and the milestones that shape your family’s future.
Prasun Bhattacharya
A conversation built around your family’s goals
Meet Your Planning Partner
A steady hand for the decisions that shape tomorrow.
Prasun Bhattacharya believes thoughtful financial planning begins with listening. Before numbers or products enter the room, every family has a unique story—hopes for children’s education, responsibilities toward parents, a comfortable retirement and peace of mind against life’s uncertainties.
Through Plan with Prasun, visitors can explore insurance protection, mutual funds, goal planning and interactive calculators at their own pace—and step into a personal conversation whenever ready.
Plain-language walkthroughs of policy clauses, risks and assumptions
No pressure or rushed decisions—clarity comes first
Accessible follow-through across protection, investments and renewals
Note: Detailed professional registrations, biographical milestones and regulatory disclosures will be published here once formally supplied and approved.
The Approach
Make the Complex Feel Considered.
A strong financial plan is not a collection of disconnected products—it is a set of choices that reinforce one another.
02
A Clear Financial Direction
Turn scattered policies, savings accounts and unanswered questions into a single structured roadmap that is easy to understand and revisit.
03
Balance Protection and Growth
Look at life cover, health protection, emergency buffers and long-term mutual fund compounding together—so one priority never undermines another.
How We Work Together
A Plan That Moves With Your Life.
Four calm stages designed to keep every financial choice purposeful and transparent.
Understand What Matters
Map household cash flows, dependents, loans and milestones in an unhurried introductory conversation.
Look at the Full Picture
Review existing life, health and general policies alongside savings and long-term commitments.
Build a Practical Roadmap
Sequence protection safeguards and goal-aligned investments into realistic, manageable steps.
Review as Life Changes
Check in periodically as income, family milestones and priorities evolve over time.
Let’s Connect
Good Plans Begin With an Open Conversation.
Tell Prasun what you are working toward, or ask about a Recruitment opportunity.