About Us

Building Financial Futures Since 2015

Chartered Finance Network was founded with a simple mission: to make professional financial services accessible to everyone. Over the past decade, we've helped thousands of individuals and businesses achieve their financial goals.

Our team of certified professionals brings together expertise in mutual funds, taxation, GST compliance, and insurance to provide comprehensive financial solutions under one roof.

10+
Years Experience
1200+
Clients Served
₹1.5Cr+
Assets Managed
99%
Satisfaction Rate

Our Mission

To empower individuals and businesses with expert financial guidance, helping them make informed decisions that lead to long-term prosperity and security.

Our Vision

To become India's most trusted financial services partner, recognized for our integrity, expertise, and commitment to client success.

Our Values

What We Stand For

Our core values guide every interaction and decision we make.

Client-First Approach

Your financial goals are our priority. We tailor our services to meet your unique needs and circumstances.

Transparency

We believe in complete transparency in all our dealings. No hidden fees, no surprises.

Excellence

We strive for excellence in every service we provide, backed by continuous learning and improvement.

Trust & Integrity

Building long-term relationships based on trust and integrity is at the core of everything we do.

Our Journey

Milestones Along the Way

A timeline of our growth and achievements over the years.

2015

Founded

Started with a vision to democratize financial services

2018

500+ Clients

Crossed our first major milestone of 500 happy clients

2022

₹1Cr AUM

Assets under management crossed ₹1 crore

2025

1200+ Clients

Serving over 1200 clients across India

Our Team

Meet the Experts

Our team of certified professionals is dedicated to your financial success.

CFE

Chartered Finance Expert

Founder & CEO

Over 10 years of experience in financial planning and wealth management.

TS

Tax Specialist

Head of Tax Services

Certified Chartered Accountant with expertise in tax planning and compliance.

IA

Investment Advisor

Senior Investment Consultant

SEBI registered advisor specializing in mutual funds and portfolio management.

Ready to Work With Us?

Join thousands of satisfied clients who trust us with their financial future.

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