Chirag Thakkar | CT Financials

About

Chirag Thakkar is a Chartered Accountant and Certified Financial Planner with total experience of 16 years. He has worked with Wipro and Credit Suisse in past. Currently, he works as "Family CFO".

Practice at a glance

5

Years of Experience

170

Families Served

₹55

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

CA – Chartered Accountant

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances

Invest for Goals

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with CA Chirag Thakkar.

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check