Hey, my name is
Mr. Rohit
Chandak
Financial Planner
Years of experience
Assets under Management
Family Portfolio
TOT
COT
MDRT
We Work On Following Concepts
Asset Allocation
5-6% Guarantee , Tax Free Returns
100% Capital Protection
Safe Portfolio
10-12 % Returns Tax Free or Taxable
Partly Capital Protection
Medium Risk Portfolio
15-18% Taxable Returns
No Capital Protection
Risk Portfolio
Financial Planning Thumb Rule
Expenses
EMI
Life Style
Compulsary
Savings
Savings Divided
into 2
15% Short Term
15% Long Term
Financial Goals
Short term Goals
- Children Basic Immediate Educational Goals
- Fulfilling Dream Of Taking A Car, House & Foreign Vacation
- Upgrading for House & Foreign Vacation
Long Term Goals
- Retirement At Age 60
- Children's Marriage
- Children Higher Educational Goals
Goals Based Planning
OUR SPECIALITY IS IN PLANNING FOR THE FOLLOWING GOALS
Home Buying
Asset Acquisition
Regular Retirement
Pension Corpus Creation
Child Career Corpus Planning
Child Education Planning
Business Development
Upgradation
Child Marriage
Planning for Your Child’s Secure Future
Education & Experience
2004
Insurance Advisor
We commenced our career as an Insurance Advisor in 2004 & managed to achieve 1 Crore business within the 1st year itself.
2008
First and youngest MDRT of SATARA Division
In 2008, we started our entrepreneurial journey as Shree Consultants and became the first and youngest MDRT of SATARA Division.
2017
Completed MBA in Insurance and Financial Planning
In 2017, pursed MBA in Insurance and Financial Planning, which was completed
2019
Achieved Club Galaxy Advisor in LIC
In 2019, achieved Club Galaxy Advisor in LIC.
2018
Life Member MDRT - USA
In 2018 again we achieved our 10th Consecu ve MDRT, which resulted in earning the vital posi on of Life Member MDRT - USA too.
2020-2021
Honour of becoming the 1st & 2nd Court of the Table
In 2020 & 2021, the pandemic years, we received the honour of becoming the 1st & 2nd Court of the Table.
2022
Awarded twice, one by Corporate Club and the other First Youngest TOT - Top of Table
Last year in 2022, we were awarded twice, one by Corporate Club (Elite Club Of Financial Advisor in LIC) and the other First Youngest TOT - Top of Table ( One of the Highest recogni on in world of Financial Planners) thereby ge ng listed on the TOP 50 Advisor of India Page.
Our Clients
Our customer base includes client from various domain. Some of the clients we are working with belongs to below mentioned companies.
Our Strength
01.
We specialise in Financial Planning, Retirement Planning, Child Career, Fund Crea on, Tax Planning etc....
02.
We suggest plans as per customer’s requirement.
03.
We do regular review of your financial portfolio.
