About Us

Home / About Us

It has always been my endeavour to serve my clients with high quality service. As a Certified Financial Planner, I am committed to quality service keeping in line with existing laws, rules, regulations, norms, professional ethics and most importantly – client satisfaction. I am a commerce and law graduate (gold medalist) and have been awarded certification of Certified Financial Planner (CFPCM) by Financial Planning Standards Board of India. My mission is to help my clients achieve their financial goals with proper asset allocation into various asset classes depending upon their time horizon and risk appetite.

It has always been my effort to uphold the key values of professionalism, integrity, diligence, objectivity and fairness in the delivery of services to all my clients.   - Raajeev Chawla

We offer following specific solutions to our clients:

Below are the service offered by us to help you in investing for your various stages of your life so that you can live your life freely