About me
Mr. Rohit Chandak
Certified Financial Planner
MBA ( I & FP ), TOT ( USA )
I am Mr. Rohit Chandak, founder of SHREE CONSULTANTS, Financial investments and Wealth Planning.
At Shree Consultants we believe in 100% customer satisfaction and offer transparent and unbiased investment advice.
Serving customer for last 17 – 19 years, with established office in Satara & Pune – Maharashtra.
We offer a wide range of consultancy services in Life Insurance, Mutual Funds, Health Insurance, Retirement Planning, Child’s Future Planning and Estate Creation.
We have a full equipped office with well-trained staff to help you. Apart from helping you choosing new
investments, we can also help you with servicing needs of your existing investments.
Degree
Master
Customer Care
+91 99227 27114
Pune office
201, Saideep, 132/1, Deepa co-op
Society, Near Crystal Towers,
Baner-Pashan Link Road,
Pune - 411021
rohitchandak.lic@gmail.com
Phone
+91 98220 12255
Satara office
Rathi Complex, Powai Naka, Opp. Shikshak Bank, Satara 415001
Awards
“We Achieve 1 Crore Business in Our First Year as Insurance Advisors: A Journey of Excellence. Empowering Knowledge: Pursuing an MBA for Financial Excellence. 2022: A Year of Double Honors – Corporate Club and TOT – Top of Table
One Crore business
Insurance Advisor
2004
MDRT of SATARA Division
entrepreneurial journey
2008
Life Member MDRT - USA
Excellence and Global Recognition
2018
Club Galaxy Advisor in LIC
A Stellar Achievement in Financial Advisory
2019
Corporate Club
Elite Club Of Financial Advisor in LIC
2022
Youngest TOT - Top of Table
One of the Highest recogni on
in world of Financial Planners
2022
People Talk About Me
My associa on with Mishraji about 9 years back. I was looking for a financial planner who would not sell me only products which were beneficial to them.But in his case my thinking was absolutely wrong.He helped me in other investments also on which he didn’t got any monetary benefit.
Mr. XYZ
Businessman
Prakash is my favourite student.I know him since his childhood.He highly devoted person.He help his Clients & others also in helping there claims regarding Maturity claim,Health claim reimbursement,Death claim etc.He help his
customers rela ves & friends also in any help regarding any claims
Mr. XYZ
SBA – My Mentor
V M Financial & Investment Services are one stop solu on for all the Financial Planning, Insurance and Investment related services.Important thing is he is very much approachable at any point of me. I am looking forward for long term associa on with V M Financial & Investment Services and his team. Wish them Best Luck!
Mr. XYZ
Businessman