Successful investing is not just about markets — it’s about how you behave during market ups and downs. At Esbee Sharpe Investment Services, we see one clear truth: investors who stay calm and disciplined consistently create more wealth than those who react emotionally. Common investor...
Your dreams deserve your time,
Your wealth deserves our expertise.
Welcome to Esbee Sharpe
ABOUT US
Your Partner in Purpose-Driven Wealth
Esbee Sharpe Investment Services is founded by Mr. Subhradip Bhowmick. He is a Certified Financial Planner® (CFP®) accredited by Financial Planning Standard Board Ltd, US and Chartered Wealth Manager® (CWM®) awarded by American Academy of Financial Management, USA with 30 years of experience in capital markets and wealth management.
01
Personalised Wealth Plans
Strategies tailored to your life goals, values, and long-term vision.
02
Research-Led Decisions
Data-driven insights, stress-tested portfolios, and disciplined evaluation.
03
Legacy-Focused Guidance
Guidance that protects wealth today and strengthens legacy for tomorrow.
WHO WE SERVE
Supporting Every Journey
Comprehensive financial support crafted for diverse needs, goals, and ambitions.
Individuals & Households
Helping families take control of their finances, protect assets, and plan with purpose.
Business Owners & Executives
Balancing enterprise-driven wealth with diversified personal portfolios for long-term resilience.
Our Services
What we do for you
Wealth Management
We craft personalised, research-backed strategies that balance tradition with expertise. Your wealth stays organised, transparent, and aligned with your long-term purpose.
Retirement Planning
We help you build a future of financial independence, stability, and peace of mind. Our plans evolve with your life so retirement becomes a phase of freedom, not fear.
Organising & Asset Custody
We streamline scattered assets into a clear, accessible structure you can control. Your wealth becomes easy to track, manage, and pass on seamlessly across generations.
Financial Coaching
We sharpen your financial thinking and help you make intentional, confident decisions. By simplifying complexities, we ensure wealth becomes clarity—not confusion.
Estate Planning
We provide structure, protection, and smooth succession for your family’s assets. Your wishes are honoured, and your wealth moves forward as a meaningful legacy.
OUR INVESTMENT STRATEGY
- 01 Goal-Linked Investing
- 02 Risk-Aligned Asset Allocation
- 03 Research-Driven Fund Selection
- 04 Diversified Portfolio Structures
- 05 Regulated & Compliant Execution
- 06 Periodic Review & Rebalancing
- 07 NRI & Overseas Investor Portfolios
Contact Us
Find Us Here. Make Real Results Happen.
Blogs
Latest & Trending Blogs
Why Every Investor Needs a Financial Plan
Most people invest without a clear roadmap — and that’s where confusion begins. A financial plan is more than numbers; it is your personal blueprint for financial security. A good plan answers key questions: How much should I save every month? Am I investing as...