Est. 2006 · Kolkata · Serving clients worldwide
Considered wealth,
carefully built.
CONFI is a private wealth practice for individuals, families, HNIs and NRIs who value discipline over noise. We plan, we structure, we monitor — so your money quietly does what you meant it to do.
25+
Years in financial services
2006
CONFI founded
7+
Countries served
Advisor
Ronojit Gupta · CFP, CMA
Founder & Principal Advisor
Philosophy
Wealth is created quietly, over years of good decisions.
We do not offer tips, trades or headlines. We help clients think clearly about cash flow, protection, asset allocation, taxation and legacy — and then help them stay with a plan long enough for it to work.
- Fiduciary mindset — your goals lead every recommendation.
- Documented rationale for every allocation and change.
- Suitability, transparency and compliance at every step.
- Structured periodic reviews — not sporadic calls.
Solutions
A complete wealth practice under one roof.
Who we serve
Specialised practices for specialised lives.
Doctors, advocates, business owners, senior executives, HNIs and NRIs each bring distinct income patterns, taxation, protection and succession questions. We plan for the reality of your profession — not a template.
NRI Desk
A dedicated India desk for a globally distributed life.
For NRIs across the USA, UK, UAE, Singapore, Australia and Canada — we help you structure India-focused portfolios, plan repatriation and stay on top of your Indian wealth without the friction of time zones.
Our Process
A seven-step discipline that quietly compounds.
Every engagement follows the same considered arc — from discovery to long-term monitoring. Reviews are scheduled, decisions are documented, and the plan evolves with your life.
- 01
Discovery
A first conversation to understand your life, goals, family and current financial picture.
- 02
Financial Assessment
A structured review of cash flow, assets, liabilities, protection and existing investments.
- 03
Goal Mapping
Translating aspirations into specific, time-bound and measurable financial goals.
- 04
Portfolio Construction
Strategic asset allocation and product selection aligned to goals, horizon and risk profile.
- 05
Implementation
Compliant execution across mutual funds, PMS, AIFs, fixed income and insurance.
- 06
Review
Structured review cycles with performance dialogue and rebalancing where required.
- 07
Long-term Monitoring
Ongoing course-correction as markets, life stages and regulations evolve.
In client words
The clients we serve tend to stay for decades.
A steady, honest hand through every market cycle. What I value most is that the advice never changes with the news.
My India portfolio finally has a plan instead of a folder of statements. Reviews are structured and questions are always answered.
The team understands that my time is limited. Everything is prepared, explained and documented — I only make the decisions I need to.
Representative client sentiments. Attributed testimonials will be published only with written client consent and in a manner consistent with applicable regulatory guidance.
Take control of your financial health
A single conversation is often the difference between drifting and deciding.
Speak with Ronojit for an unhurried discovery call. No obligation — only clarity on what a considered plan could look like for you and your family.
Regulatory Disclosure
Ronojit Gupta operates through CONFI as an AMFI Registered Mutual Fund Distributor (ARN-43867, EUIN-E025657). This communication is intended for investor awareness and information only. It does not constitute investment advice, an offer, a solicitation or a recommendation to buy or sell any security or scheme. CONFI is not a SEBI Registered Investment Adviser.
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.