Chetan Chandaliya
Crown Wealth•Bengaluru,KA
No.2, 2nd Floor, 1st Main Road, Srikantan Layout, Crescent Road, Bengaluru,
Bengaluru, KA, 560001
No.2, 2nd Floor, 1st Main Road, Srikantan Layout, Crescent Road, Bengaluru, Bengaluru, KA, 560001
About
Practice at a glance
18
Years of Experience
250
Families Served
--
Crores Managed
Practice Details
Min Monthly Investment:₹1,00,000 & more
Min Lumpsum Investment:₹50,00,000 & more
Nature of earnings: --
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces
Language Spoken:Hindi, Gujarati, Kannada, Marwadi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
CWM – Chartered Wealth Manager
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BCom – Bachelor of Commerce, MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification
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
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Complimentary Services
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