Your Financial Decisions Deserve Structure. Not Guesswork.
Four decades of trust, one commitment at a time
We are Chetak Wealth, a limited liability partnership with over 40 years of experience in financial services. We offer insurance and investment solutions to secure and grow your financial assets. We have built our legacy of trust over the last four decades on the strength of our vision. We now have the privilege of serving more than 4,000 individuals, families, and businesses who trust us and appreciate the expertise and support we offer.
Our name is inspired by Chetak, the loyal horse of Maharana Pratap who gave everything to protect his king. This is our commitment to loyalty and putting our clients first. We are from Gujarat and bring warmth, connectivity, and entrepreneurial flair to our work.
At Chetak Wealth, every client is not just a number to us. They are partners whom we work for to achieve their goals with the same passion as our own. Whether you are looking to achieve your goals, protect your family, or secure your business, we are here to help you.
To empower individuals and businesses with honest, personalized financial advice — to protect what they value most and to build a future of lasting security and prosperity.
To be the most reputed name all over India for our financial services, known for our integrity, expertise, and the genuine care we bring to every client relationship.
Comprehensive financial solutions built around your life
We provide comprehensive insurance services to safeguard what is important to you and your business. Our services include Life and Term Insurance for sound financial security, insurance savings plans that combine protection with long-term growth, and professional assistance in General and Motor Insurance with convenient policy and claims handling.
We also provide Health and Personal Accident Insurance to provide for unforeseen medical expenses, as well as Property, Casualty, and Liability Insurance to safeguard your personal and business assets against unforeseen risks. Our service ensures that each policy is tailored to your needs, risk level, and long-term financial objectives.
Contact us to construct the appropriate protection program for your future.
Discover More
We offer you comprehensive investment services to help you manage and grow your finances effectively. Our investment solutions include Mutual Funds, tailored Portfolio Management Services (PMS), and research-driven direct equity investment options. We also assist you with government and corporate bonds, Fixed Deposits (FDs) in leading banks and NBFCs, and Alternative Investment Funds (AIFs) for those seeking diverse and sophisticated investment opportunities.
Whether you are creating, managing, or restructuring your investment portfolio, our investment strategies suit your financial needs and risk profile.
Get in touch with us to move ahead with organized and intelligent wealth creation.
Discover MoreA team built on decades of trust, expertise, and client-first values
Mr. Chander Kothari
Chairman & Managing Director
For more than four decades of his leadership in financial services in India, he now heads Chetak Wealth. His philosophy since 1983 has been simple: "financial service is personal." His relationships with clients are built on trust, concern, and support through all the stages of life.
Mr. Mayank Kothari
Executive Director
Mayank is client-centric and forward-thinking. Being a next-gen leader, he combines financial acumen and technology-enabled solutions to ensure clients are informed, protected, and supported. Outside work, he supports the CK Foundation, which asserts the importance of relationships over profit.
Mr. Gokul Thakkar
Director - Investment Solutions
With over a decade of experience in distribution of mutual funds and investment strategies, Gokul has the analytical skills and organized thought process to provide the best solutions for each client portfolio. He specializes in strategic asset allocation, market analysis, and systematic portfolio optimization.
Mr. Naman Kothari
Director – Insurance Solutions
Naman is a specialist in overall insurance advisory at Chetak Wealth with vast experience in Life and General Insurance. Since 2016, he has developed expertise in providing personal and customized insurance solutions by analyzing client risk and structuring their insurance policies accordingly.
Mr. Priyank Bapna
Director – Strategy & Process Management
Priyank is the strategic backbone of Chetak Wealth's operations. As Director of Strategy and Process Management, he drives operational efficiency, business performance, and growth through strategic planning and process management. His expertise in systems integration enables continuous high-quality client services.
Mr. Vinay Kothari
Director – Finance & Human Capital
Vinay heads the financial well-being and HR strategy at Chetak Wealth. He utilizes his experience in corporate financial planning and governance to ensure financial soundness. He also manages talent acquisition, leadership development, and culture to represent Chetak Wealth's values in every business relationship.
Voices of trust
Estimate your wealth growth with systematic investments
* Projections are indicative. Mutual fund investments are subject to market risks.
Come meet us or reach out — we are always here for you
B-403, 404, Siddhi Vinayak Tower,
Kataria Automobiles Rd, Makarba,
Ahmedabad, Gujarat 380051