Chandan Ambegaonkar

Certified Financial Planner® (CFP®) A standard of excellence I have upheld since 2009, ensuring that every recommendation is rooted in rigorous ethics and global best practices. With a 15-year tenure across the most respected institutions in the financial sector—including Axis Bank, RBS, HDFC Bank, and Franklin Templeton AMC — I bring a comprehensive, 360-degree perspective to wealth preservation and growth. My career has been defined by a transition from the frontlines of investment & wealth management to the strategic complexities of mutual fund sales. This dual-sided experience allows me to navigate the nuances of the market with a rare blend of tactical precision and client-centric empathy. Proficient at translating complex market dynamics into actionable investment strategies that align with long-term financial milestones.