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Dr. Ashok Chandran, QPFP®, CFP®, CWM® | Dr. Ashok Chandran Financial Services | MumbaiDr. Ashok Chandran, QPFP®, CFP®, CWM® | Dr. Ashok Chandran Financial Services | Mumbai

Dr. Ashok Chandran, QPFP®, CFP®, CWM®

Dr. Ashok Chandran Financial Services•Mumbai,MH
E-343, Eastern Business District, Magnet Mall, LBS Road, Bhandup West,
Mumbai, MH, 400078
E-343, Eastern Business District, Magnet Mall, LBS Road, Bhandup West, Mumbai, MH, 400078
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About

Dr. Ashok Chandran QPFP®, CFP®, CWM®, is on a Mission to Transform a Million Lives by 2030. We currently serve 250+ families to achieve their Financial Goals. With 32 years of Industry experience, we specialise in serving Young and Senior Professionals to achieve their Financial Goals and for their Retirement Planning. We also specialise in Life and Health Insurance to secure your family's Health and Wealth. We are an AMFI-Certified SIF and Mutual Fund Distributor, and an APMI-certified PMS Distributor. We spread awareness through Speaker Sessions on Financial Well-Being and Financial Literacy Programs.

Practice at a glance

32
Years of Experience
250
Families Served
₹20
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors
Language Spoken:Hindi, Marathi, Tamil, Malayalam, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

CWM – Chartered Wealth Manager

Licenses Held

AMFI Registered Mutual Fund Distributor

170617

IRDAI Licensed Insurance Agent (General)

171103N0094177

IRDAI Licensed Insurance Agent (Life)

131103L2079674

APMI Registered PMS Distributor

2430529665

SIF Distributor (AMFI)

170617

Education

Formal Education

BCom – Bachelor of Commerce, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Dr. Ashok Chandran, QPFP®, CFP®, CWM®.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check