Welcome To Dr.Ashok Chandran Financial Services
A reputed name for comprehensive financial advisory and product distribution services
We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Our Philosophy & Promise: Value Delivery
- Margin of Safety – Multiple Baskets
- Be Simple – Focus on Results
- Power of Compounding : Start Early, Invest Regularly & Stay Invested for Long
- Be Secure, Be Prepared – Insurance for Protection
- Be Informed
- Be Reliable
- Be Trustworthy
- 24/7 Service
- Solutions for all Ages – Indian Citizens & NRI’s
- Financial Freedom
- Partnership with Market Leaders
- Choice of Products
- Unbiased System Based Advice
- Digital Platform for Transactions
- Consultative / Advisory Process
- You name the Risk, We cover it.
- Comprehensive Financial Plan based on Risk Profile and Goals.
What We Offer
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
Assisting clients in fulfilling their needs.
Our Team
Qualifications:
- Phd., MBA, SMP (IIM-Cal), B.Com., DBM, DFM, CMC
Certifications:
- IRDA Certified for Life Insurance Distribution.
- IRDA Certified for General Insurance Distribution.
- AMFI Certified for Mutual Fund distribution
- Certified Management Consultant (ICMCI)
Experience:
- Over 3 decades of experience in Industry and Entrepreneurship (Reliance, IndiaWorld, Aptech, Sify, Newgen, Esri India, Polaris Software, Neterson Tech)
- Author of the upcoming book “The Magic of Entrepreneurship”
- Speaker, Traiiner Motivator, Executive Coach, Entrepreneurship Evangelist, Management Consultant, Financial Planner.
Partner/Agency:
- Life Insurance Corporation of India
- New India Assurance
- NJ India
- Star Health Insurance
