About the founder
A calm, considered practice — built over 25 years.
CONFI is the personal practice of Ronojit Gupta, CFP, CMA — a Kolkata-based wealth management professional serving clients since 2006.
Founder & Principal Advisor
Ronojit Gupta
CFP · CMA · B.Com (Hons) · NISM XII · XX · V-A
Ronojit is a wealth management professional and financial advisor with over 25 years of experience across banking, insurance, investment advisory and financial planning. He founded CONFI in 2006 as a Kolkata-based practice dedicated to disciplined, long-term wealth creation for individuals, families, HNIs, NRIs and business owners.
Prior to founding CONFI, Ronojit held leadership and advisory roles with American Express Bank, ABN AMRO Bank, Bajaj Allianz and Max New York Life Insurance — gaining extensive experience across wealth management, relationship banking, trade finance, insurance and investment advisory.
His approach combines personalised advice, disciplined investment strategy and goal-based financial planning to help clients navigate every stage of their financial journey — from wealth accumulation and protection through retirement and legacy.
“Successful wealth creation is not about chasing market trends. It is about a disciplined strategy, managing risk effectively, and staying focused on long-term goals.”
Credentials & Registrations
Qualified. Registered. Accountable.
- Certified Financial Planner (CFP®)
- Cost & Management Accountant (CMA)
- B.Com (Hons)
- NISM Series XII Certified
- NISM Series XX Certified
- NISM Series V-A Certified
- AMFI Registered Mutual Fund Distributor · ARN-43867
- EUIN-E025657
Prior Experience
Two decades before CONFI.
Leadership and advisory roles across global banks and insurers gave Ronojit deep exposure to how private wealth actually behaves — across cycles, geographies and generations.
- American Express Bank
- ABN AMRO Bank
- Bajaj Allianz
- Max New York Life Insurance
Core values
What clients quietly notice about working with us.
Fiduciary mindset
Every recommendation begins with your goals — not a product target or a market view.
Discipline over noise
Long-term wealth is built by staying invested through cycles, not by chasing them.
Documented rationale
Every allocation, review and change is captured in writing for clarity and accountability.
Suitability first
Products are matched to your risk profile and time horizon, not the other way around.
Compliance as culture
SEBI, AMFI and IRDAI norms are treated as a floor — not a ceiling — of good practice.
Relationships that last
We plan for decades, not quarters. Reviews are scheduled and communication is proactive.
Mission
To help clients make smarter financial decisions — and achieve lasting financial security.
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.