About CashRich Surojit
A financial advisor who educates first and advises second — because when you understand your money, you make better decisions.
Your Trusted Financial Partner
Meet Surojit Malakar
I'm Surojit Malakar — an AMFI-registered and IRDAI Certified financial advisor dedicated to helping Indian middle-class families achieve financial freedom. With over 20 years of experience in client handling and personal finance, I've guided 750+ families across the country to invest smarter, protect what matters, and build lasting wealth.
My approach is simple: educate first, advise second. I believe that financial confidence comes from understanding — not just following instructions. Every recommendation I make is backed by clear reasoning, so you always know the 'why' behind your money decisions.
Whether you're a first-time investor, a young professional planning for retirement, or a family looking to protect your future, I'm here to build a personalised financial roadmap that works for your life — not a generic template.
Book a Free Consultation20+ Years
Experience
750+
Clients Served
₹50 Cr+
Assets Advised
4.9 / 5
Client Rating
Watch & Learn
Welcome to CashRich Surojit
Our mission & vision — financial education for every Indian family.
Welcome to CashRich Surojit | Our Mission & Vision | Financial Education for Every Indian 🇮🇳
Click to watch on YouTube · Subscribe to our YouTube channel for more free financial education videos.
The CashRich Philosophy
Everything I do is guided by four simple principles that form the foundation of a truly Cash-rich life:
Income Creates Opportunities
A steady, growing income is the starting point of every financial journey. We help you make the most of what you earn.
Investments Create Wealth
Smart, disciplined investing — through SIPs, mutual funds, bonds, and FDs — turns your income into a growing corpus over time.
Protection Preserves Wealth
Life, health, and motor insurance are not expenses — they are shields that protect everything you've worked hard to build.
Discipline Creates a Cash-rich Life
Consistency beats timing. Small, regular actions — a daily SIP, a renewed policy, a reviewed portfolio — compound into extraordinary results.
How I Work With You
Understand Your Goals
We start with a free consultation to understand your income, expenses, goals, risk appetite, and timeline — no jargon, no pressure.
Build Your Roadmap
I create a personalised financial plan covering investments, insurance, and savings — tailored to your specific situation.
Educate & Implement
Before we act, I explain every recommendation clearly. You'll understand exactly what you're investing in and why.
Review & Grow
Your financial plan evolves with your life. We review your portfolio regularly and adjust as your goals change.
What I Can Help You With
Ready to start your financial journey?
Book a free, no-obligation consultation and let's build your personalised financial roadmap together.
Book a Free Consultation