Tandy Finserv

Tandy FinServ is a boutique wealth partner from Kolkata delivering global-grade strategy. We partner with HNI/UHNI families as their Family CFO and help busy professionals achieve Financial Wellness — so money decisions become simpler, smarter, and compounding. What we do • Financial Wellness Planning: goal-based plans, expense automation, emergency & risk cover, investment execution via mutual funds. • Wealth Partnership Program: a high-touch Family CFO experience—cash-flow architecture, risk & estate coordination, tax liaison with your CA, quarterly strategy reviews, and curated access to the right financial products. • Framework that work: Our Proprietary Perpetual Wealth Framework turn complexity into clear actions you can track. Why clients choose us • Boutique bandwidth: fewer families, deeper attention, higher accountability. • Transparent & tech-enabled: clean reporting, structured reviews, measurable outcomes. • Recognized: “Top 10 Most Promising Mutual Fund Distributors from Kolkata – 2025” (Finance Outlook India). • Thought leadership: Follow our newsletter—The Intelligent Money Letter—for sharp, practical insights.