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About Us

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Bhaskar Chakravarty is a successful Mutual Fund Distributor with over 9 years of experience in the financial services industry. His offerings span across mutual funds, insurance, stock broking, fixed deposits, and loan products, providing clients with a comprehensive 360-degree financial solution under one roof.

Driven by a commitment to serve, Bhaskar holds a special care for the needs of children, individuals, and families, ensuring customised strategies to meet their financial goals. A philanthropist at heart, he actively engages in charitable and self-satisfying activities alongside his professional distribution of financial planning products, bringing purpose and impact to his work beyond mere business outcomes.


Our Mission

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At Special Needs Fin, we are dedicated to providing individuals and families with enduring financial security through customised, transparent, and expert advisory solutions. Our comprehensive services include mutual fund investments, health insurance, term insurance, and a wide range of financial products — each tailored to align with your specific life goals and responsibilities.

We believe that true financial well-being is rooted in clarity, discipline, and care. That is why our approach goes beyond product distribution; we are committed to educating and empowering our clients to make informed decisions with confidence. Backed by over 9 years of industry experience, we combine deep market expertise with a personal touch to ensure every financial decision drives your long-term peace of mind.

Our Vision

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Our vision is to create a future where every Indian household feels empowered and confident in their financial decisions. With over 9 years of industry experience, we aspire to be recognised as a trusted lifelong partner, known for integrity, client-centric service, and an unwavering commitment to financial well-being.

We are dedicated to building a financially aware and resilient India, one family at a time. Beyond advisory services, our goal is to be steadfast partners on our clients’ financial journeys, delivering guidance rooted in trust, empathy, and proven expertise.

Why Choose Us ?

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Choosing Special Needs Fin means partnering with seasoned professionals who prioritise your long-term financial security. With over 9 years of expertise, we deliver personalised and transparent advice rooted in integrity, empowering you to make confident decisions at every stage of life.

  • Tailored Financial Solutions – Strategies crafted to align with your unique goals
  • Transparent and Honest Guidance – No hidden agendas, only clear advice you can trust
  • Long-Term Relationship Focus – Building enduring partnerships beyond mere transactions
  • Comprehensive Retirement Planning – Ensuring your financial future is secure and stress-free
  • Prompt Claim Assistance – Efficient support during critical times when you need it most

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