Wealth coachKolkata, West Bengal

Tramila

One who brings Sattva, Rajas and Tamas into harmony.

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Tramila Haldar

I’m a wealth coach in Kolkata. I work with individuals and families on mutual funds and long-term financial planning. My name holds three qualities. Here they are, one at a time.

01  ·  Sattvaसत्त्वসত্ত্বগুণ

Clarity.

Light and balance. The quality that sees a thing as it is.

At work
Reading a portfolio for what it holds, not what it was sold as, and explaining it plainly.
Away
Yoga.
02  ·  Rajasरजस्রজোগুণ

Motion.

Energy and action. The quality that moves and will not sit still.

Away
Karate. Swimming.
Service
Voluntary welfare camps with our Lions Club.
03  ·  Tamasतमस्তমোগুণ

Ground.

Weight and stillness. The quality that holds, and does not move.

At work
A long horizon, kept through a bad quarter.
Away
Painting and craft, and the patience they ask for.

Not one of them. All three, in balance.

Work

Wealth, builtslowly.Held steadily.

I work with individuals and families in Kolkata on mutual funds and long-term financial planning. A good plan matters. Staying with it matters more.

Role
Senior ConsultantSunrise FinServ
Focus
Mutual funds and long-term financial planning
Study
MBA, Financial Planning and ServicesChitkara University, Chandigarh
Study 
BBAUniversity of Calcutta
Registered
ARN 172956 · EUIN E347195
Based in
Kolkata, West Bengal
Away from the desk

The rest of my day.

Painting

Colour, and the long quiet a canvas needs.

Craft

Made by hand.

Yoga

Balance, practised.

Karate

Discipline in motion.

Swimming

Lengths in the pool.
Service

Secretary of the Lions Club of Kolkata Saffalya Sampreet.

Our club runs voluntary camps for the welfare of the community.
Contact

Start with aconversation.

For a first conversation about planning, or about anything else on this page.