Navigating Your Financial Journey Together

Our Philosophy

In the game of Golf, a Caddie is the person who carries a golfer’s bag and gives insightful advice and moral support during the course of his game. A good Caddie is aware of the challenges and obstacles of the Golf Course being played, along with the best strategy in playing it. Experienced caddies read the greens and help with the club selection.

"The Caddie is the lifeblood of the game of Golf... a Great Companion, a Friendly Conversationalist and a Smiling Face. This is what the Game of Golf is all about."

Great Golfers have Great Caddies. We are here for you!

Our Vision

To deliver integrated, ethical, and accessible family office services to India’s middle class and HNIs by simplifying tax, estate, insurance, philanthropy, and legacy planning, enabling families to stay organised, protected, and future-ready.

Our Mission

To redefine the family office in India by making it accessible to the middle class and HNIs, not just the ultra-rich, so every family has a lifelong guide, like a caddie, to protect their values, preserve their legacy, and plan for future generations.

Who We Serve

Private Families and
Individuals

Foundations, Association
and Communities

Private
Businesses

Single Family
Offices

What Sets Us Apart as a
Trusted Multi-Family Office
for Over Three Decades?

Unwavering
Client-Centricity

We nurture legacies. For over 30 years, every relationship we've built has been rooted in deep trust, empathy, and long-term commitment.

Integrated,
360° Solutions

From wealth management and estate planning to taxation and philanthropy, our multi-disciplinary approach ensures that every financial decision aligns with your life goals and values.

Boutique Attention,
Institutional Expertise

We combine the personalisation of a boutique firm with the research depth, analytics, and governance standards of institutional advisors.

Generational
Stewardship

Our relationships often span generations. We help families transfer not just assets, but also wisdom, intent, and purpose.

Values Before
Valuations

We believe in doing the right thing even when no one is watching. Our culture is built on ethics, transparency, and an unwavering commitment to always act in your best interest.

Longevity of Team
& Clients

Our clients and team members often stay for decades because of our cultivated culture: mutual respect, continuous learning, and shared success.

Shibu Das

B.Sc., FCA, FAIA (UK), CFP®

Founder’s Note

Shibu Das

B.Sc., FCA, FAIA (UK), CFP®

For most families, navigating taxes, succession, and estate matters feels scattered and overwhelming. I want to change that by making the privilege of a family office accessible to India’s middle class and HNIs, so every family can plan with clarity, live with confidence, and protect their legacy across generations.

Anindita Das

Co-Founder

Co-Founder’s Note

Anindita Das

Co-Founder

Relationships are at the heart of Fine Advice. I focus on deepening these bonds so that every family we serve feels truly understood and supported. Beyond our clients, I also lead our CSR initiatives because success is not only about what we achieve but also about what we give back. At Fine Advice, we are and will always be Your Caddie for Life.

Core Team Members

SAIBAL BANERJEE

Executive Director

WASIMUL HAQUE

Vice President - Accounts, Taxation & Compliance

PRITOM DAS

Vice President -Marketing

SANJU DEB

Vice President - Operations

SANDIP KUMAR SHAW

Assistant Vice President - Accounts & Taxation

VANDANA GUPTA

Assistant Vice President - Human Resources

Notable Team Members

  • Souvik Ray

    Investment Research Associate

  • Ankur Dasgupta

    Sr. Manager - Client Experience

  • Raju Banerjee

    Manager - Client Relationship

  • Jayanta Saha

    Manager - Operations

  • Jaydev Das

    Assistant Manager - Client Relationship

  • Prosenjit Ghosh

    Assistant Manager - Operations

  • Sankar Patra

    Sr. Executive - Client Relationship

  • Prasenjit Banerjee

    Sr. Executive - Client Relationship

  • Pratyay Mukherjee

    Brand Custodian

  • Biswajit Ghosh

    Sr. Executive - Operations

  • Ajay Kumar Pusti

    Executive - Client Relationship

  • Prasenjit Majumdar

    Executive - Operations

  • Avirup Naskar

    Executive - Operations

  • Avishek Roy

    Executive - Operations

  • Animesh Mondal

    Executive - Operations

  • Pradip Kumar Patra

    Sr. Associate - Client Relationship

  • Shyam Sundar Mahapatra

    Sr. Associate - Client Relationship

  • Kali Shankar Banerjee

    Sr. Executive - Field Support

  • Sanjoy Singh

    Executive - Field Support

  • Tushar Roy

    Executive - Field Support

  • Mithun Mukherjee

    Executive - Field Support

  • Deepak Kumar Das

    Sr. Office Assistant

  • Akash Mondal

    Office Assistant

  • Mahadeb Bera

    Transportation Associate