Utkarsh Choudhary

Cashvisory Pvt. Ltd.

Registered Investment Advisor

Service Location

Kolkata

Professional Licenses

SEBI RIA

#INA300017162

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

Apartment No. 4B, Pushpanjali Chambers, 9/2A, Topsia Rd, Gobra, Kolkata, West Bengal 700046, India.

Website

https://www.cashvisory.com/

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Utkarsh Choudhary

Cashvisory Pvt. Ltd. was born out of a casual conversation over coffee between two friends, Utkarsh and Arpita, who noticed a pressing need among young Indians struggling to manage their finances. What began as an ‘aha moment’ soon evolved into a mission-driven venture focused on making expert financial advice simple, accessible, and affordable through technology. The firm’s core vision is to empower India’s youth to take control of their financial futures, equipping them with the knowledge and tools to make informed decisions with confidence.

Driven by passion, curiosity, and an endless supply of coffee and chai, the Cashvisory team embodies the spirit of young, tech-savvy professionals who truly understand millennial money challenges. Their approach demystifies complex financial concepts, turning what often feels intimidating into something engaging and achievable. The team’s commitment lies in ensuring that financial planning is not just for the wealthy, but for everyone — simple, transparent, and personalized to fit each individual’s lifestyle and aspirations.

Cashvisory operates as a one-stop financial solution, offering a full suite of services including comprehensive financial planning, investment management, expense control, debt elimination, and goal-based planning. Each offering is designed to create balance — optimizing savings, managing day-to-day spending, and crafting a roadmap for long-term wealth creation. By combining expertise with empathy, Cashvisory continues to bridge the gap between young earners and financial empowerment, helping clients transform their dreams into actionable financial success stories.

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