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.
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.
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
We offer a single point access to multiple financial products with a holistic need-driven approach and not product centric approach.
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.
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.
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.
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.
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.