About our team
Samrat sengupta - Founder & Partner
Samrat is a seasoned investor in the Indian equity market specializing in mutual funds, ETFs, and insurance products, with over 16 years of experience in personal finance and investment. Over the past decade, Samrat has developed a proprietary algorithm-based investment strategy that has performed well under various market conditions. He has also completed the Financial Planning Standards Board's program, gaining expertise in Retirement Planning, Taxation, Insurance, and Estate Planning. Currently, he leads Plano, focusing on delivering exceptional customer satisfaction and expanding product distribution.
anindito sarkar - advisory member
Anindito is a seasoned equity analyst and financial planner with over 16 years of experience in direct equity investing within the Indian market. His expertise lies in both fundamental and technical analysis, which has enabled him to identify and profit from multi-bagger stocks like Avanti Feeds, PI Industries, Tejas Networks, Jubilant Pharmova. Anindito is an active investor in Plano and contributes significantly to the team with his in-depth equity market research, guiding investment strategies and helping shape the firm’s approach to financial planning.
SAIBAL DEY - ADVISORY MEMBER
Saibal is the founder of a thriving IT startup, with over 10 years of experience in mentoring early-stage companies towards sustainable growth. With his deep expertise in technology and real estate investments, Saibal brings invaluable insights to any investment firm. At Plano, he advises the founding team on business strategy, identifying new growth opportunities, and fostering key industry connections.