About Us

In the era of constant changing and volatile financial Market, Investors need a Qualified /Trained and unbiased professional to assist them in achieving their short term and long term Investment goal.

At Chitale CFS Pvt Ltd our single utmost aim is to assist clients with dedication and integrity so that we exceed their expectations and build enduring relationships.

We are having more than a decade of experience in Financial Services Sector. We offer technology based services for our clients to effectively monitor their portfolio and help them reach their financial goals. We are one solution for all insurance and investment needs. We focus at being the most reliable prompt and efficient provider of financial and insurance services. We endeavor to be one stop financial supermarket and to be of immense help to our investors and provide help regarding Tax Solution retirement planning, wealth creation and insurance management.

We take the opportunity to introduce ourselves as a bunch of committed professionals with a single vision and mission statement
To serve our customers with integrity and honesty, always putting “Investor’s interest first”.

Our main aim is to provide Investment solutions keeping in mind client’s short and long-term goals by using various tools of asset allocation and financial planning and we take a reasonable amount of care whilst doing this.

abt

Our Mission

To help clients achieve their long-term financial goals through prudent portfolio management.

mission2

Our Beliefs

Choosing investment strategies to make your money grow is very complex as it requires complete knowledge of market, various investment options, regular monitoring taking into account investor’s risk appetite and his goals.
It’s good to make smart investment choices but the wisdom comes from correct advise.

We choose right investment option today and ensure a financially secure tomorrow. We believe that investing should not be a complicated process; hence, we strive for simplicity in the portfolio management.

We constantly remind ourselves that portfolio management is a profession rather than merely a business. Hence, we never lose sight of our fiduciary duty to our clients.