Chaitanya FinServe Client

"We really want to advise our clients like a true well wisher, advice which are very much as per your requirements, and need based solution for your financial goals, Webelieve in making you educated and an informed clients. We always believe in long term investment and long term relationship.

The founder is in this business since November 2006, he started his carrier in Bajaj Capital Ltd as Client Relationship Executive at Varanasi, and then switched to Sundaram Finance Distribution Ltd in May 2008 as Sales Officer at Varanasi itself, just after 2 months, he was transferred to Lucknow, and then got the promotion and transfer to Noida as Location In charge in Oct 2009, His seniors saw something in me and made me cluster Manager for Delhi and NCR for Sundaram Direct in april 2010, He worked as Cluster Manager till Oct 2012, then got the opportunity to return to Home Town Varanasi and He became the team member in All India Wealth Team consisting of 20 people in it all over country.

In July 2015, He decided to quit the job and become an Individual Financial Advisor and it was implemented since Aug 2015, with blessing of God and trust of our Clients, We are able to serve our clients and grow our network. We use different financial products such as Mutual Fund, Life Insurance and General Insurance for comprehensive Financial Planning. We are always open for your feedback, suggestion and guidance.



Companies which I deal in-

For Life Insurance – HDFC Life, ICICI Pru Life Insurance, Bajaj all██nze Life Insurance.

For General Insurance – HDFC General Insurance, Star Health Insurance, Royal Sundaran General Insurance, ICICI Lomabard.


For Mutual fund – FRANKLIN, HDFC, ICICI, TATA, BIRLA, RELIANCE, UTI, AXIS, KOTAK, SBI, DSP BLACK ROCK, SUNDARAM, MIRAE, IDFC, PRINCIPAL, L&T, INVESCO, MAHINDRA, UNION.

To Make Mutual Fund Investment Convenient below online services -


ONLINE PORTFOLIO MANAGEMENT
ONLINE TRANSACTION - INVEST, SALE, SIP, SWITCH
MOBILE APP TO TRACK YOUR INVESTMENT AND TRANSACT INSTANTLY
Bonds - Capital Gain Bond, Tax Saving Bond etc."

Recent changes:
Chaitanya FinServe Client offers common platform for all your financial needs.