Chetan Financial Freedom

Chetan Financial Freedom was founded in 2017 and is currently catering to 350+ happy families spread all over India and with Asset Under Advise (AUA) of 150+ Crore.

With a goal to create a difference in people’s lives, Chetan Financial Freedom helps clients preserve what they already have, protect them from financial uncertainty, achieve their financial goals and pass their wealth to their heirs in the most efficient manner possible. We are a certified Mutual Fund and Insurance consultant, recognized by the AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority). We are also registered with SEBI (Securities and Exchange Board of India) for Equity, Commodities and Derivatives Trading.

MF AuM Crosses 3 crores- it was a matter of pride for us that our Mutual Funds Assets under Advice crossed 3 crores. A very big thank you to all our clients for reposing their trust in us. We now have 350+ clients. Serving each of you is truly an exciting and fulfilling experience for us. Thank you for trusting us with some of your most important financial decisions!!

Our qualified team of experts in the, fields of Equity, Insurance, Commodities and Financial Planning are always at your disposal to provide you with:

  • Goal oriented / goal linked Investments
  • Long term capital growth
  • Ethical working with transparency
  • Honest and right investment advice
  • Timely and quality service
  • Customised plan for every individual and family
  • Sampoorna Suraksha (Insurance) for you & your family

We are passionate about helping both individuals and corporates manage their diversified portfolios, assets, analyze market trends, and reducing financial risk. We certainly have the right people in the right places that have the insight and vision to lead you to a secure tomorrow. It would be our honor to team up with you to make your dreams come true.

Why Chetan Financial Freedom

The ‘Why’ is always relevant and important to make informed decisions. Should we be your financial advisors /product distributors, ensuring that you get what is right for you and your family becomes our responsibility. It would be our responsibility to safeguard the dreams you have strived to achieve and the assets you have worked so hard to accumulate.

Client Centric Approach:

All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

Rich Product Basket:

We offer a single point access to multiple financial products with a holistic need-driven approach and not product centric approach.

Focus on Customer Satisfaction:

We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.

Value Added Services:

Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.

Right Experience & Skills:

We have over 3 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.

Driven by Passion:

Serving clients is our passion and the reason why are in the business. Nothing excites us more that helping our clients achieves their financial goals and dreams in life with our support.

Management

Karan Parekh
Financial Advisor

It is not just about how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for…… Robert Kiyosaki

Karan Parekh is an entrepreneur by passion and the Founder of Chetan Financial Freedom. Karan has been focused on providing wealth growth initiatives, driving his company’s performance, and enhancing client wealth portfolios over the years. The above quote makes a lot of sense to him and his company philosophy and work ethics reflect the same.

Our Philosophy

Our four core pillars of service.

  • We are with you all the way and will walk that ‘extra mile’ with you, providing you with unbiased advice and expert execution. This is our number one commitment.
  • We strongly believe in maintaining an ethical approach in all our dealings and business practices. Our strength is our abiding commitment to nurturing long-term relationships with all our clients. Our aim – happy clients – always.
  • We are committed to help you raise as much wealth as possible with the highest level of security and ethics. Our solutions are fast, flexible, secure, and affordable, allowing you to get the best returns on your investments.
  • Successful relationships are created, with Trust being the most important and undeniable factor. We assure open communication, honesty, transparency and truthfulness, at all times, fundamental elements in building trusted relationships.