Chandan Singh Padiyar
Financial Planner
Contact Chandan

Vision : To create awareness among couples about the reality of Financial Planning and its importance in their Life

Mission : To help couples take informed decisions related to money

SERVICES OFFERED:

  1. Personal Financial Management
  2. Comprehensive Financial Planning
  3. Comprehensive Financial Audit
  4. Workshops on Money Management

VALUE ADDED SERVICES :

  1. How to Prepare, Track and Control your Family Budget
  2. How to Increase Savings from your Family's Monthly Income
  3. How to Plan your Expenditure and Savings for Future as per your Family's requirements considering Inflation
  4. Your Family's Cash-flow Management
  5. Your Family's Loan and and EMI Management
  6. Your Family's Income Tax Management
  7. Portfolio Re-balancing

Advise on any matter that affects your personal finances

Education: Master in Commerce
Investment advisor since: 2013 (6+ years)
Number of clients: 90+
Based In: Pune

Services

  • Mutual Funds Advisory
  • Comprehensive Financial Planning
  • Insurance
  • Tax Planning
  • Equity Research
  • Government Savings Schemes
  • Corporate FDs

Recent Answers on DhanWise

Should an undergraduate student start financial planning?

Chandan Financial Planner
Answered Jun 20, 2019

Its very nice to see Youngsters interested in Financial Planning. As of now you don't need an advisor on continuous basis, you can have a one time general consultat… ( more )

Its very nice to see Youngsters interested in Financial Planning. As of now you don'… ( more )

How one should evaluate a financial advisor before getting their services?

Chandan Financial Planner
Answered Jun 20, 2019

You don't need to worry too much about what questions to ask an advisor.you need to keep it simple, make a note of why you feel you need an advisor ? note down what diff… ( more )

You don't need to worry too much about what questions to ask an advisor.you need to keep … ( more )

Mutual fund and retirement portfolio review of 26 year old working female

Chandan Financial Planner
Answered Jun 12, 2019

It is nice to see youngsters taking interest in managing their money and learning from the very beginning. It is a very good start, maintain the discipline. Few tips f… ( more )

It is nice to see youngsters taking interest in managing their money and learning from th… ( more )

Is profit booking advisable for MF investments?

Chandan Financial Planner
Answered Jun 8, 2019

Yes, However from Financial Planning point of view re-balancing is a right word for it. A proper balance in the allocation of your Investments to Equity and Debt (Fixed … ( more )

Yes, However from Financial Planning point of view re-balancing is a right word for it. A… ( more )

Tax saving under 80C - NPS vs ELSS vs PPF

Chandan Financial Planner
Answered Jun 8, 2019

To keep things Simple you should opt for PPF as an option for the tax savings required under section 80C because It is a long term saving instrument It provides a re… ( more )

To keep things Simple you should opt for PPF as an option for the tax savings required un… ( more )