Welcome to Chandrambeth Financial Services, your trusted partner in achieving financial well-being.
Our mission is to provide personalized financial solutions that meet the unique needs of each of our clients.
Our Story
Founded in 2016, Chandrambeth Financial Services has been dedicated to helping clients achieve their financial goals through comprehensive and personalized financial planning.
Mission
To empower individuals and businesses through comprehensive financial solutions.
Vision
To be the most trusted financial partner for our clients, helping them navigate the complexities of financial planning with confidence.
Leadership Spotlight
Rohit Chandrambeth
Chairman & Chief Advisor
Rohit entered the financial services industry at just 15, driven by a passion to help families plan their financial future. His philosophy – “Providing Financial Services is my business” – reflects his deep commitment to client well-being. With a strong presence across India and among NRIs globally, Rohit blends decades of experience with continuous learning to stay ahead of industry trends.
He holds key certifications in insurance, mutual funds, capital markets, estate planning, and need-based financial planning, making him a trusted advisor to individuals and families seeking clarity, security, and growth.
Ravi Pillai
Honorary Chief of Operations & Process Transformation
With a strong academic foundation in Banking and Finance and over a decade of experience across leading banks, Ravi brings deep domain expertise in fraud risk management and operational excellence. As a subject matter expert and project lead, he has successfully led cross-functional teams and driven high-impact initiatives focused on process simplification and risk control.
Known for his solution-oriented mindset, Ravi combines strategic thinking with a hands-on approach to optimize systems through technology. His leadership is defined by efficiency, innovation, and a relentless focus on closing gaps and delivering measurable results.
Nisha
Admin Executive
Mrs. Nisha brings over 12 years of experience in the financial services industry, with a career spanning respected institutions like Muthoot and HDFC. Her deep understanding of administrative processes and client relations has been instrumental in supporting Chandrambeth Financial Services. With her exceptional organizational skills and dedication to excellence, Mrs. Nisha plays a vital role in ensuring the firm’s operations run smoothly, contributing to the company’s ongoing success.
Sukruti Atre
Creative Strategist – Digital & Social Media
Sukruti brings a unique blend of design thinking and digital storytelling to Chandrambeth Financial Services. With a background in Architecture and certification in UX Design, she has led UI design projects and worked with renowned interior designers before turning her focus to digital media. At CFS, Sukruti conceptualizes and designs impactful social media campaigns, combining creativity with strategy. Her passion lies in making financial information accessible and engaging through thoughtful design and visual communication.