Saurabh Chokhani

My Vision is to Guide 1 Lakh Families to Live a Dignified Life & all our clients to be financially secured against any uncertainty.

Who am I? Why you should know me?

I Saurabh S Chokhani, the Director of Saurabh Chokhani Financial Services having a degree of MBA in Finance, with 10+ years of experience as a wealth manager.

Team Saurabh Chokhani Financial Services

The financial planning process at Team Saurabh Chokhani Financial Services is a holistic and in-depth exercise to create a customized plan to help the clients achieve their financial goals keeping in mind their needs and wants. Beginning with ensuring whatever the client has is in order and then a thorough fact-finding assisting the client through the entire sales process to help the client take the right decision. Services at the client’s door step adds a personal touch to all the services provided by the team along with portfolio review from time to time and finally the settlement of the claim. From a humble beginning 10 years ago to one of the leading financial service providers Team Saurabh Chokhani Financial Services is known for financial Planning & risk management through Life Insurance, Mutual Funds, Company Deposits, Bonds. They provide customized financial services, solutions and security with a penchant for analyzing financial needs, security, returns, liquidity and tax benefit. An interaction with the team will do wonders for your fortune. This is what makes them stand out from the rest. Through their path - breaking process, seamless team work and flawless execution they have laid the foundation for prosperity and financial freedom for their clients. This has resulted in a customer base of 5,000+ members 

Team Saurabh Chokhani Financial Services

The experts at Saurabh Chokhani Financial Services help you to define the right set of financial goals that fit your needs. The Advisory services include Portfolio review - Capital Need Analysis, Human Life Value, creating a regular guaranteed income to enable you to "Chase your passion, not your pension" and "Plans to get Rich".

Service comes first @ Team Saurabh Chokhani Financial Services" Quality in a service or product is not what you put into it. It is what the client or customer gets out of it". 

Asset Allocation Parameters
SAFE PORTFOLIO: 5-6% guarantee Returns Tax Free Returns
MEDIUM RISK PORTFOLIO: 10-12% Returns Tax Free

RISK PORTFOLIO: 15-18% Returns Tax Free Returns