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Grow your money with 
strategic investments

With us you sit-back and relax, we will understand your needs and manage your portfolio for a secure future.

Over 250+ satisfied customers

Personalized portfolio

Start Small Go Big

Secure Your Future

Get Best Returns

About Chandwani Financial Services

We are a one stop solution for all your financial requirements, be it your banking needs or planning for your retirement. From making your present smooth to securing your family's future, we are at your service with tailored financial plan and investment model for every client.
We are not just a professional financial advisor to you, but also like a friend's shoulder you can rely on for honest investment options, however sound or challenging your financial condition may be. We are also completely open if you just want to get your portfolio reviewed. For us, ur satisfaction and smile has surmount importance above anything else.

"We are providing financial literacy helping people
to see the right way to manage and invest their funds"

- Sanjay Chandwani & Purva Goyal Chandwani

Our Services

We offer a personal service tailored to your needs

Mutual Funds

Investment avenue with an objective of long term growth and higher returns. Benefit from the expertise of experienced fund managers who analyze market conditions, financial statements, and economic data to make investment decisions.

SIP

Smart, hassle-free way to grow your wealth, build a regular saving and investing habit without worrying about timing the market. Start Small, Grow Big: With SIP, you can begin your investment journey with as little as you want making a castle brick by brick.

Life Insurance

Life is unpredictable, but your family's financial future doesn't have to be. Life insurance provides a safety net for your family. In the event of your untimely passing, it offers a tax-free payout to cover debts, daily expenses, and future financial needs.

Health Insurance

Your health is your most valuable asset, and it deserves the best protection. Don't leave it to chance. Invest in health insurance and ensure that you access to the best medical care and timely treatments without compromising on quality.

General Insurance

General Insurance helps secure your business and your assets so that you can smoothly carry your business. General Insurance provides you with the assurance that you and your assets are protected, allowing you to live life with confidence.

Stock Trading

Stock trading is your gateway to the world of wealth-building. With the right knowledge, tools, and strategies, you can turn the stock market into your own profit-making engine. Stock trading is both for making short term profits and for long term capital appreciation

Retirement Planning

Retirement planning is the process of setting aside financial resources and making strategic decisions to ensure a comfortable and secure retirement. It is essential to secure your financial future, maintain your desired lifestyle, and achieve peace of mind during your retirement years.

Childs Future Planning

Planning for your child's future education is a crucial financial goal for parents. Remember that every family's financial situation is unique, and your approach to saving for your child's education should be tailored to your specific circumstances and goals. It's an investment in their future.

Portfolio Review

A financial portfolio review is an essential process for individuals and investors to assess the performance and composition of their investment holdings. The purpose of a portfolio review is to ensure that your investments align with your financial goals, risk tolerance, and time horizon.

Get a free consultation session, no obligation 

We specialise in generating good returns and managing your portfolio as per your needs and resources.

Here's what our clients say about us

Real reviews from some of our customers

Dr. Salona Kalra

Professor in Dentistry

"Indeed a great solution for all my financial needs. If I have any query or confusion regarding any of my investment plans, it's none other than chandwani financial services dat strikes my mind. Awesome service and even after service."

Sandeep Goyal

IT Businessman

Dr. Prakash Chandwani

Director and Chief Interventional Cardiologist of CKS Hospital

"It has been a wonderful experience in investing through Chandwani Financial Services.

They have diversified my portfolio and helped me know more about different avenues of investment.

They are now an integral part of my financial decisions"

Connect on Call or WhatsApp

+91 9782196772 | +91 8109902200

Get a no obligation consultation

Why Choose Chandwani Financial Services?

ONE STOP SOLUTION FOR ALL YOUR FINANCIAL REQUIREMENTS.

We here at CFS work with the basic rule that : client is not just a client but it's a part of our CFS family.
We design well planned complete portfolio as per the requirement and needs ( it includes looking after the risk taking appetite, time horizon, age, and many other factors) and discuss it with you.
We here at CFS are 24*7available to serve you.
CFS has till date secured (insured)over 100 families and created wealth for over 200 families.

Your questions answered

We are happy to answer any questions you may have, please drop us an email or call

Minimum funds required to invest in mutual funds?

The minimum funds required to invest in mutual funds can vary depending on the fund and the company managing it. It often ranges from as low as Rs 1000 for initial investments, but there are funds with even lower minimums. It's best to consult before investing.

What is NFO?

NFO stands for "New Fund Offer." It is the initial offering period of a mutual fund when it is first made available for subscription to the public. During the NFO, investors can buy units of the fund at the initial offering price, usually set at a fixed amount per unit i.e. Rs. 10
Investing in an NFO allows investors to be a part of the fund from its inception. However, it's important to conduct thorough research and understand the fund's objectives, strategy, and historical performance before investing in an NFO for which we provide a proper path and guidance.

What is IPO?

IPO, or Initial Public Offering, is the process through which a private company becomes a publicly-traded company by offering its shares to the general public for the first time.
IPO presents an opportunity to invest in a company during its early public stage and potentially profit from the company's growth. However, IPOs can be risky, as the initial trading price can be highly volatile, and it may take time for the company's stock to stabilize.
It's important for both companies and investors to thoroughly research and assess the risks and benefits associated with an IPO before participating in the process.

When should I start investing?

The best time to start investing is as soon as you are financially ready and have a solid understanding of your financial goals and risk tolerance.
The earlier you start, the more time your investments have to potentially grow and help you achieve your financial objectives.

Why is life insurance important?

Life insurance is important for several reasons, primarily centered around providing financial protection and peace of mind for you and your loved ones even when you are not around.

It can fund your children's education and other important life events, ensuring they have financial resources to pursue their goals.
For business owners, life insurance can safeguard the company's future by providing funds to settle outstanding debts, compensate for lost revenue due to a key employee's death, or facilitate a smooth transition of ownership.

It's important to carefully assess your needs and choose the right type and amount of coverage to suit your circumstances.

Why do I need health insurance?

Health Insurance is crucial for financial protection, access to quality healthcare, and maintaining overall well-being. It is an investment in your health and the health of your loved ones, providing a safety net during unexpected health-related events.

Are Mutual Funds Risky?

Yes, mutual funds can be risky investments, as their performance is subject to market fluctuations and the underlying assets they hold. Different mutual funds have varying levels of risk based on their investment objectives and holdings. It’s important for investors to carefully consider their risk tolerance and investment goals when choosing mutual funds.

To manage mutual fund risk:
1. Diversify: Invest in a mix of different mutual funds to spread risk across various asset classes and industries.

2. Understand your risk tolerance: Choose funds that align with your risk tolerance and investment goals.

3. Research fund history: Analyze past performance, expenses, and volatility to make informed decisions.

4. Monitor your investments: Keep track of your funds' performance and adjust your portfolio as needed.

5. Stay informed: Stay updated on economic and market conditions that could affect your investments.
Consider professional advice: Consult with a financial advisor for personalized guidance on managing mutual fund risk.

Get a free consultation session, no obligation 

We specialise in generating good returns and managing your portfolio as per your needs and resources.

Contact

chandwanifinancialservices@gmail.com

+91 9782196772 | +91 8109902200

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