CHHABILESH PATEL - Pan Service Providers Distributors
Member since Jun 3, 2016
685 Viewed my profile
0 Peoples Favourite
0 Reviews
About Me
Being an individual financial freedom planner, your superannuation scheme comes with a range of unique benefits, but they are also complex. That’s why it’s important to get the right advice. We will look at your individual circumstances to maximize opportunities and create the lifestyle you want in retirement.
My career in the financial advisory industry started in 1999 and has been in the business for more than 15 years. In 1999 we formed an organization SOHAM CONSULT.
SOHAM CONSULT help people, for their Financial planning. It has been a perfect career choice for us which enables us to have a very meaningful impact on the lives of those whom we serve. We enjoy client interaction and the opportunity to solve problems that often seems very complex and overwhelming. We love to continue and serve our clients for many years.
Education
• Certification in Financial Freedom Planning and Counseling.
Financial Industry Designations
• INDIVIDUAL FINANCIAL ADVISOR.
Registered Investment Adviser
• Investment Advisor Representative through PRUDENT Corporate Advisory Services.
• Insurance Advisor Representative through Life Insurance Corporation of India (LIC of India), HDFC Life and Kotak Life Insurance company.
• General Insurance Representative through Loyal Insurance Services & Brokers.
Insurance and Investment Licenses
• Life Insurance. (IRDA)
• Mutual Funds. (AMFI)
• General Insurance Brokers.(IRDA)
Our strength
• Have achieved Champion Trophy of LIC of India 2012-13.
• Best Advisor’s Trophy of LIC of India 2014-15.
• Achieved best advisor’s recognition for Mutual Funds of Prudent CAS at seminar held at Dubai.
• Attended many seminars and work shop related to financial education and products.
• Successfully completed courses of Institute Of Excellence,(IOE) Mumbai.
• Successfully completed course of Financial Freedom Planning from Sambhavana Institute.
• Providing our services to +800 satisfied clients since 1999.
• Managing assets of 5 Crore + (AUM) of our clients through Mutual Funds.
Organizations
• LIC of India.
• Prudent CAS
• HDFC Life Insurance.
• Kotak Life Insurance.
• Loyal Insurance Services & Brokers.
Testimonials
• I have long association with Mr.Chhabilesh Patel for my financial planning. He is very sincere & loyal to his clients. I have achieved my goal for my retirement planning by his suggestions & efforts. I am extremely satisfied with his services & recommending him to my group.
Dhirubhai N Parmar (Sr. Manager, Textile)
• Very helpful, a perfect mix of friendly and professional. Great advice and best services from him.
Narendrakumar Desai (Gen Manager, Textile)
About Work Experience
We can help eliminate the guesswork with achieving your short and long-term goals, make financial decisions so you can be confident that your financial plan will support the goals and dreams that matter most to you.
Our support will help you address some of your most demanding questions:
• How much do I need to retire? How much should I be saving each month to get there?
• What can I do when there is a gap between what I will need to retire and what I am saving?
• What about saving for my children’s college education and marriage – where do I start?
• How can I fulfill my other short term financial goals?
• What is a difference between saving and Investment?
• How can I protect my future income?
Through a solid process of an in-depth profile of your current financial situation we have tools and solutions that can help pave a path supporting your goals.
Experience & Qualification
Qualification
AMFI, IRDA
Experience as an Advisor
20 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Insurance Brokers
Real Estate Brokers
Pan Service Providers
Financial Education Providers
Property Management Services
Affiliations
- LIC of India
- Kotak Life Insurance
- Prudent CAS
- HDFC Life Insurance
- Loyal Insurance Services
Awards & Recognition
-
Achieved Champion Trophy of LIC of India 2012-13
Address
CHHABILESH
68/B-18 TAPOBHUMI DARSHAN TENAMENTS,
NEAR VISHAL NAGAR,
Isanpur,
Ahmedabad,
Gujarat, 382443
LICENSE
|
|
|
Mutual Fund -
ARN No.
42660 - Validity -
30-04-2017
Photo Gallery
DOWNLOAD 
PROFILE
PROFILE
0 Reviews
No reviews present
Do you want to see more Pan Service Providers Distributors?
More About Me
Top Performing Mutual Funds
Tools and Calculators
