As a financial advisor and wealth management advisor, we combine practical strategies, disciplined asset allocation, and unconventional thinking to help build long-term wealth with confidence. Most investors don't lose money because of bad products — they lose because of poor decisions, high taxes, wrong asset allocation, and emotional investing.
We help you avoid all four.
Wealth doesn't fail because of bad products. It fails because of bad decisions.
Chasing trends instead of following a plan built for your goals and temperament.
Returns quietly eroded by inefficient structuring that a little planning could avoid.
Risk and reward mismatched to your real appetite, timeline and liquidity needs.
Fear and greed making decisions that discipline and distance would have prevented.
As your certified financial planner and investment advisor, our services go beyond recommending investments. as your dedicated wealth consultant, We design integrated strategies that grow wealth, optimise taxes, manage risk, generate passive income and protect your family's future.
As your expert mutual fund advisor and mutual fund financial advisor, we build disciplined, goal-based portfolios designed for compounding over time — not timing the market.
Fixed-income instruments for stability and predictable returns, carefully selected by your wealth management consultant to balance your overall portfolio.
As a trusted insurance and investment advisor, we design protection around real risk — with premiums reviewed for efficiency, not just cover.
Offering a considered middle path between yield and safety, a key component of the comprehensive advisor financial services we provide.
Direct-lending exposure for investors seeking diversification beyond conventional products, a strategy often recommended by a forward-thinking investment consultant.
Pre-IPO and unlisted equity access for investors comfortable stepping ahead of the market, a hallmark of advanced wealth management advisor strategies.
Cost cutting, cyber security, knocking off loans early, generating additional income, and understanding financial products in plain language — over 50 sessions conducted and counting.
Same insurance company, same product — reduced premium, even on policies you already hold. Plus, practical methods to reduce tax on your investment returns, a key benefit of working with a certified financial planner.
At Easy2BeWealthy, a financial advisory firm based in Bhubaneswar, we believe wealth isn't created by chasing the latest trend — it's built through informed decisions, disciplined investing, and ethical financial guidance.
Founded in 2024 to make quality investment advisory services accessible to every investor, we design personalised portfolios aligned with your goals, risk appetite, tax position, and liquidity needs. Whether you are looking for financial advisor, a dedicated money advisor, or comprehensive business and financial advisory.
Every client relationship is built on transparent, unbiased, client-first advice, carried by a team with nearly 25 years of experience across banking, investing, insurance, and wealth management. Unlike many traditional financial advisory firms, we act as your true financial planning advisor, ensuring your path to financial freedom is ethical, practical, and intelligent.
With nearly 25 years of experience as a financial advisor and investment consultant, Sumit built easy2bewealthy on one commitment: transparent, unbiased, client-first advice. Trust, in his view, is earned through integrity, consistency, and measurable value — not promises.
Whether you're beginning your investment journey, planning for retirement, optimising taxes, or looking for better ways to grow and protect your wealth, the approach stays the same.
In less than two years, here's what disciplined, ethical advice has grown into.
"Dealing with Sumit has been effortless. His grasp of finance builds real confidence in how personal money should be handled, and every plan is tailored to the client's own risk appetite."
"After thirty years in banking, I can say this advisory has been the best I've experienced."
"Sumit took the time to understand my goals before recommending anything. His fund picks have delivered strong results, and he explains complex ideas simply, transparently, and without ever pushing a product."
Straight answers, the same way we'd explain it across the table.
Every relationship starts with a conversation, not a pitch. Reach out and we'll take it from there.