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
Mr. Rohit Chandrambeth
Chairman & Chief Advisor
Rohit Chandrambeth’s journey in the financial services industry began at the young age of 15, driven by a mission to make individuals and families understand the importance of financial planning. His philosophy, “Providing Financial Services is my business,” underscores his commitment to helping families achieve their financial needs, even in their absence, and delivering extraordinary service to his clients.
Rohit’s influence now spans both national and international markets, with a notable client base among NRIs, showcasing his global achievements.
Motivated Learning
Rohit is a lifelong learner, consistently attending various programs and conferences to stay updated with the latest trends and technologies for the benefit of his clients. His dedication to continuous learning has earned him several prestigious credentials, including:
- Certification Courses on Insurance from the Indian Institute Of Insurance (Mumbai)
- MBA in Finance from Business School (Mumbai)
- Specialization in Banking & Insurance from Mumbai University
- AMFI Registered Mutual Fund Distributor
- Training in Need Based Planning from Business Coach
- Expertise in Trend Analysis
- Certified Capital Market Course by Bombay Stock Exchange
- General Insurance Certification
- Estate Planning Certification
- Advanced and Basic Courses from India Institute Of Excellence
- IC 38 Certification
Mr. Swapnil Jhadhav
Business Mentor
Swapnil Jhadav brings over 22 years of in-depth experience in the financial services industry. His successful and dynamic presence in the insurance sector has made him a respected figure and mentor. Swapnil has trained over 200 entrepreneurs, sharing his extensive knowledge and expertise to help them thrive in their respective businesses. His commitment to excellence and passion for mentoring make him an invaluable asset to Chandrambeth Financial Services.