About Me
Chandhok Investments, incorporated in the year 2013 and at present having 250+ satisfied clients. We will help clients to achieve their financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
About Work Experience
ABOUT US
Pulkit Chandhok, Founder Chandhok Investments, Incorporated in 2021, Pulkit holds a Master degree in Marketing from Indira Institute of Management Pune, He Possesses Rich Corporate Experience, and has experience of more than a decade in Financial Planning and Wealth Management. He has worked with Reliance Mutual Fund and Pramerica Asset Managers ( now PGIM India ) in Sales and Distribution Channel at Managerial Roles for 06 Years .
Our strong passion to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.
We are AMFI (All India Mutual Fund Association of India) Registered Mutual Fund Distributor and also IRDAI Certified Insurance Advisor (Insurance Regulatory and Development Authority of India) You will enjoy single window access to a wide range of financial products, adequate to help meet your diverse financial objectives.
PRODUCTS
Mutual Funds
Equity
Tax Saving
Exchange-Traded Funds (ETFs)
Insurance (Life & General)
Portfolio Management Service (PMS)
Bonds
Fixed Deposits
SERVICES
Financial Planning & Wealth Management
Retirement and Pension Assessment & Goal Based Solutions
Child Future Assessment – (Education, Marriage )
Risk Profiling Assessment and Emergency Corpus Creation
Experience & Qualification
Qualification
MBA, NISM, AMFI, IRDA Cer..
Experience as an Advisor
15 Years
Total work Experience
11 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance