About Us

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Get personalised guidance from an experienced mutual fund distributor

We as Partner firm incorporated in the year 2005 and at present having 700 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are Certified Financial Planner, Mutual Fund and Insurance consultants recognized by FPSB of India, the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).

We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.

Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

Why Us

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Vision

Our Vision is to provide you with the most ideal solutions in wealth building for your overall financial well-being.

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Process

We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.

03

Delivery

We believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & needs in life.

Our Achievement

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Clients
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Crores of AUM
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Years of Experience
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Awards

Our Team

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At Choksy Wealth our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professiaonal advice that adds value to their quality of life and results in actionable solutions.

Contact Us

309, Sahaj Icon,
Near Prime Arcade,
Anand Mahal Road, Adajan,
Surat-395509, Gujarat, India.

Email: services@choksywealth.com

Call Us: +91 9879131661, 9879131577
Office No: 02613546036

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