Chetan Chandaliya
Crown Advisors
Bengaluru
Education Level : Post Graduate
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
- Stock Sub-Broking
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Clients Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Basic Financial Planning
- House Purchase Planning
- Investment Management
- Wills & Succession Planning
- Financial Health Checkup & Streamlining
- Tax Filing Services
Experience Level : 14 Years
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Chartered Wealth Manager (CWM)
- CTEP (Chartered Trust and Estate Planner)
Products Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Home & Motor Insurance
- Loans
- Deposits & Bonds
- Post Office & Government Schemes
- Real Estate Investments
- Stock Broking
Education Level : Post Graduate
Experience Level : 14 Years
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
- Stock Sub-Broking
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Chartered Wealth Manager (CWM)
- CTEP (Chartered Trust and Estate Planner)
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Clients Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Basic Financial Planning
- House Purchase Planning
- Investment Management
- Wills & Succession Planning
- Financial Health Checkup & Streamlining
- Tax Filing Services
Services Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Home & Motor Insurance
- Loans
- Deposits & Bonds
- Post Office & Government Schemes
- Real Estate Investments
- Stock Broking