Welcome to Charvee Financial Services
About Us
Our aim is to create long-term wealth for our valued investors through our detailed research and analysis on Mutual Fund Selection with goal-based investments. Research & Analysis is the solid foundation on which Charvee Financial Service's Investment & advice is based.
Mr. Jigar Prajapati (Founder) of Charvee Financial Services has got Corporate Level experience in the United Kingdom for working one of the giant media "British Sky Broadcasting Limited" & Energy giant "Scottish & Southern Energy" in managing, establishing, and profit-making branches and has been awarded many times for the best Manager Nationally in the United Kingdom.
Mr. Jigar Prajapati has got a strong educational background such as Diploma in Business from Oxford Brookes University UK. BBA (Hons) in Marketing from the University Of Wales, UK, and a Master of Business Administration in International Business from Coventry University, UK, which supports his detailed research in the Equity & Mutual Fund Industry with depth research & analysis.
We are AMFI-registered financial Distributor of Mutual Funds and other Financial Products, with vast experience in the financial industry and serving a large number of happy investors. We offer a complete range of financial products in a single platform and We help and guide you to choose the right financial products to help achieve your financial goals successfully. Our comprehensive online smart wealth management platform empowers you to have access to your entire wealth portfolio across Mutual Funds, Fixed Deposits, Bonds etc in a single place.
How We Define Charvee Financial Services
We are an AMFI-registered Mutual Fund Distributor & NISM Certified with NISM Series V-A, VII, VIII, XVI & XIII, committed to guiding investors in selecting the right financial products to help them achieve their financial goals efficiently and confidently.
Our comprehensive online smart wealth management platform empowers investors to view and manage their entire wealth portfolio across Mutual Funds, Fixed Deposits, Real Estate, Bonds, and more conveniently in one place.
In addition, we have introduced India's first custom-built Artificial Intelligence (AI) and Data Science-driven approach for Mutual Fund selection and recommendations, making our process truly unique within the industry and enabling more informed, data-backed investment decisions.
Charvee Financial Services has been a trusted Business Associate of Motilal Oswal Financial Services Limited since 2015, strengthening our commitment to quality research and investor-centric solutions.
Our Mission
Our mission is to provide accessible and personalized financial services, empowering individuals across India to achieve financial success. We are dedicated to offering expert guidance, making financial services available to all, and ensuring every Indian can turn their financial aspirations into reality.
Our Vision
Our vision is to become the leading force in shaping a financially secure and prosperous India. We aim to set new standards in the financial industry and be the go-to partner for those seeking financial stability, growth, and success, contributing to a brighter future for our clients and the nation as a whole.
Core Values
We firmly believe that our Core Values have served as the Cornerstone for the Expansion and Success of our Company.
- Financial Education
- Commitment
- Speed
- Transparency
- Client Centric Approach
Join Us on a Journey to Infinite Growth!
At Charvee Financial Services, we don't just manage wealth, we shape financial futures. Join us in transforming financial growth for business owners across India. Together, we'll redefine what's possible.
Get Started