At BuddhaMoney, we believe that true financial freedom comes from smart planning, disciplined investing, and informed decision-making. Our mission is to help individuals and families organize their finances in the most efficient and effective way, so they can focus on what matters most—their family, career, and life goals.
We specialize in Goal-based Investments and Retirement solutions, ensuring you save enough today to live a secure and stress-free tomorrow. Beyond retirement planning, BuddhaMoney provides a complete suite of services to support every stage of life, including Education Planning, Insurance Planning, and Income Tax Filing.
To cater to diverse financial needs, we also offer access to a wide range of investment products, such as Mutual Funds, the National Pension Scheme (NPS), Health Insurance, Government Bonds, and Corporate Fixed Deposits. With expert guidance, transparent processes, and a client-first approach, BuddhaMoney empowers you to make informed decisions, reshape your wealth journey, and build a secure, confident, and worry-free future for yourself and your loved ones.
At buddhamoney, our mission is to empower individuals and families to achieve financial well-being. We understand that life is multifaceted—whether you’re managing work, family, or personal aspirations. Our tailored services address your unique financial needs, providing efficient solutions that align with your lifestyle.
Our vision is to be the trusted partner on your financial journey. We envision a world where financial clarity leads to confident decisions. Through personalized guidance, cutting-edge tools, and unwavering commitment, we strive to turn your aspirations into tangible reality. At buddhamoney, we believe that financial empowerment unlocks a life lived to the fullest
About the propriter
Buddhadev Pal is a Certified Financial Planner which is the world’s highest certification in Personal Financial Management. He is also a M. Com. (specialization in Finance) from University of Calcutta. He is certified in several financial other courses with NSE. He is also an Associate with Insurance Institute of India, having accreditation from AMFI and IRDA.
He is having 18 years of vast experience managing high net worth individual’s wealth residing different parts of India and outside. Over the years, he has helped hundreds of families achieve their financial goals, be it their first home, their child’s higher education and marriage, or their safe retirement. He had worked with Bajaj Capital Group in his initial career and thereafter in Edelweiss (Kolkata, Mumbai and Pune) Group in financial planning and wealth management. He is also having a unique experience of handling the wealth of armed forces officers, Government employees and drawing their long term financial plan.
