Siliguri · North Bengal · Sikkim
A financial planner in Siliguri who explains, not sells
I'm Hemant Agarwal, a Certified Financial Planner professional based in Siliguri. Since 2011, I've helped local families plan their goals, invest with confidence and save tax the right way — in plain language, face to face or on Zoom.
Bankim Nagar Road, Ward 41, Bankim Nagar, Siliguri, West Bengal 734001
How we meet
In my Siliguri office, or on Zoom
Whichever is easier for you — the plan and the attention are the same.
Meet in person
At Bankim Nagar, Siliguri — by appointment. Bring your policies, statements and questions; we'll go through them together.
Get directions on Google MapsMeet on Zoom
From home or office, anywhere in North Bengal, Sikkim or the rest of India. Most of my reviews and follow-ups happen this way.
Pick a time for a free callWhat I help with
Everything your family's money needs
Goals & retirement
Your child's education, a home, retirement — turned into clear monthly numbers you can actually follow.
Mutual funds & SIPs
The right funds for each goal, set up properly and reviewed as life and markets change.
Insurance & protection
Enough cover to protect your family — no over-selling, no policies you don't need.
Tax planning
Old vs new regime, NPS, 80C and the rest — so you save tax without locking money into the wrong products.
Planning your tax this year? Start with the free old vs new regime calculator or the tax-saving checklist.
Areas I serve
Rooted in Siliguri, working across the region
In person in Siliguri, and on Zoom for families in these areas — or anywhere in India.
- Siliguri
- Jalpaiguri
- Darjeeling
- Kalimpong
- Cooch Behar
- Alipurduar
- Gangtok & Sikkim
Client reviews
Trusted by families for years
Rated 5.0 on Google.
“Have been consulting Hemant for almost 10 years now ...He's a hub of knowledge and is always there with the right kind of advice ... ps : Its only him who can make a lazy bum like me file ITR well in time ...”
“Great service. Quick and easy. The team is prompt and very responsive. Would definitely recommend it.”
“Grt experience with honest person. Thank you Mr Hemant”
FAQ
Common questions
Where is your office in Siliguri?
My office is at Bankim Nagar Road, Ward 41, Bankim Nagar, Siliguri, West Bengal 734001. Meetings are by appointment — book a slot or message me on WhatsApp before you come.
Do I have to visit the office?
No. Many families prefer a Zoom call, which works just as well. If you're in or near Siliguri and would rather meet in person, that's welcome too.
Is the first conversation really free?
Yes. The first 30-minute call is free with no obligation. It's a chance for me to understand your goals and for you to see how I work.
Do you only help people in Siliguri?
No — I work with families across North Bengal and Sikkim, and anywhere in India over Zoom. Being local just means we can also meet face to face.
One honest conversation about your money
Free, 30 minutes, no obligation — in Siliguri or on Zoom.
Book a free call