CHANDHOK INVESTMENTS  - Mutual Fund Advisor in Jawahar Nagar, Jaipur

CHANDHOK INVESTMENTS - Mutual Fund Distributors

Member since Aug 18, 2023

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

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
CHANDHOK INVESTMENTS

Shop No. 68, 1st Floor Jawahar Nagar Shopping,
Centre near Mama Hotel Jawahar Nagar,
Jawahar Nagar,
Jaipur,
Rajasthan, 502004

LICENSE

  Mutual Fund - ARN No. 84453 - Validity - 24-05-2026

  Life Insurance - IRDA No. HDFCI2503220013 - Validity - 30-03-2026

  General Insurance - IRDA No. HDFCI2503220013 - Validity - 30-03-2026

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