Chirag Bhatt - Mutual Fund Advisor in Jogeshwari East, Mumbai

Chirag Bhatt - Mutual Fund Distributors

Member since Aug 14, 2025

7021425796

financialscb@gmail.com

Save Details

19 Viewed my profile

0 Peoples Favourite

0 Reviews

About Me

I am a certified financial consultant and founder of CB Financial Services, dedicated to helping individuals and businesses secure their future through tailored insurance and investment solutions. I work with top insurance and investment companies like TATA AIA, Bajaj Allianz, ICICI, HDFC Life, Edelweiss, and more, offering expertise in life insurance, health insurance, mutual funds, marine insurance, and corporate fixed deposits. My approach is client-first, ethical, and results-driven, ensuring every financial plan aligns with long-term wealth creation and risk protection goals.

About Work Experience

I have over 3 Years of experience in the financial services industry, helping clients achieve financial security and long-term growth through strategic insurance and investment planning. My work spans life insurance, health insurance, mutual funds, marine insurance, and corporate fixed deposits, in association with top institutions like TATA AIA, Bajaj Allianz, ICICI, HDFC Life, Edelweiss, TATA AIG, and Care Health to name a few. My expertise lies in crafting customized solutions, guiding clients from selection to claims, and ensuring ethical, transparent, and result-oriented service. Additional Professional Experience From 2013 to 2020, I successfully ran my own dance academy and work as a professional wedding/event choreographer. This experience strengthened my creativity, event management skills, and ability to connect with people from diverse backgrounds—qualities I now channel into building strong client relationships in financial services.

Experience & Qualification

Qualification