Chandan Ambegaonkar
Shubham Enterprises•Vadodara
201, 2nd Floor, Shiv Mahal Complex, Besides M S Co-operative Bank, Near Abhilasha Cross Roads, New Sama Road, Vadodara,
Vadodara, 390008
201, 2nd Floor, Shiv Mahal Complex, Besides M S Co-operative Bank, Near Abhilasha Cross Roads, New Sama Road, Vadodara, Vadodara, 390008
About
Practice at a glance
15
Years of Experience
100
Families Served
₹90
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Senior Citizens / Retirees, Doctors, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Marathi, Gujarati, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-209093 E194810
IRDAI Licensed Insurance Agent (Life)
4844973
APMI Registered PMS Distributor
APRN00841 E00675
SIF Distributor (AMFI)
ARN-209093 E194810
Education
Formal Education
BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
PMS
SIF
Complimentary Services
Get any of the free services to experience working with Chandan Ambegaonkar.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check
Risk Profile Assessment