chaudhryfinance.com

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Welcome to Chaudhry Finance & Investment Co.

Chaudhry Finance & Investment Co., we have been a trusted name in financial management and investment solutions for over three decades. Established in 1993, our journey began under the visionary leadership of Shri Satyapal Dhawan, who laid a strong foundation based on integrity, innovation, and client satisfaction.

Product Basket

Access a wide range of financial products under one window with online transaction facility.

Mutual Funds

We provide access to a wide range of mutual funds from all leading companies, ensuring that our clients have diversified investment options to suit their financial goals.

Share Brokers

At Chaudhry Finance & Investment Co., we simplify your trading and investment experience through our partnerships with:

Health Insurance

We offer a range of health insurance plans from almost all major companies, tailored to secure your well-being and provide peace of mind.

Life Insurance

We offer a variety of life insurance solutions from reputed companies, designed to safeguard your family’s future and ensure financial security in uncertain times.

Disputed Share Cases

We specialize in handling complex disputed share cases, providing expert solutions for scenarios that require specialized attention and legal expertise.

Advisory Services

Our Advisory Services provide personalized financial solutions tailored to help clients achieve their financial goals with confidence and clarity.

Proud To Have

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Why Choose Us?

1. Decades of Experience

With over 30 years in the financial industry, we bring unparalleled expertise to every investment decision.

2. Proven Track Record

Consistently delivering returns that outperform benchmark indices and exceed client expectations.

3. Tailored Solutions

Personalized financial strategies designed to align with your unique goals and aspirations.

4. Trusted Leadership

Guided by seasoned professionals like Sushil Dhawan, a Chartered Accountant with over 20 years of experience.

5. Client-Centric Approach

Your financial success is our priority, ensuring transparency and trust in every interaction.

6. Innovation-Driven

Leveraging modern financial tools and techniques for optimal results.

7. Comprehensive Services

From wealth management to strategic investments, we offer a one-stop solution for all your financial needs.

8. Commitment to Excellence

Dedicated to creating long-term value and building lasting relationships with our clients.

9. Trusted Partnerships

We are an authorized partner of Motilal Oswal Financial Services Ltd. and Nuvama Wealth and Investment Ltd., ensuring access to top-tier financial products.

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Join us in shaping a prosperous future with the guidance of industry pioneers. At Chaudhry Finance & Investment Co., your financial success is our mission.

Testimonials

What Our Clients Say

We are proud to have built long-lasting relationships with our clients. Here’s what some of them have to say about our services:

Ravi Kapoor Business Owner

Chaudhry Finance has managed my portfolio for over 5 years now, and I’ve consistently seen returns better than the market. Their insights and strategies are top-notch!

Poonam Sharma Homemaker

I was struggling with an IEPF share claim for years until I approached them. Their expertise and handling of disputed shares are truly unmatched.

Ajay Mishra IT Professional

Opening my demat and trading account was a smooth and guided experience. Their support team was with me at every step!

Sneha Verma Government Employee

The advisory services I received helped me make smarter decisions about mutual funds and life insurance. Highly professional and personalized!

Harish Chandra Retired Bank Officer

They helped me plan my retirement through the right mix of investments and insurance. I feel more confident about my financial future now.

Nidhi Malhotra Teacher

My entire family is now covered with health and life insurance, thanks to their detailed analysis and suitable recommendations.

Sahil Jain Equity Trader

I’ve worked with many brokers, but the transparency and dedication shown by Chaudhry Finance is on another level. Truly trustworthy.

Deepak Ahuja Real Estate Developer

The PMS they offer in association with Motilal Oswal and Nuvama is exceptional. My wealth has grown steadily over the years.

Frequently Asked Questions (FAQs)

1. What services does Chaudhry Finance & Investment Co. offer?

We provide a range of financial services, including:

Share Broking (Authorized partner of Motilal Oswal & Nuvama Wealth)
Portfolio Management Services (PMS)
Brokerage Services
Mutual Funds
Health & Life Insurance
Disputed Share Cases (IEPF, inheritance, death cases)
Financial Advisory Services

2. How do I open a trading or demat account?

You can open a trading and demat account by reaching out to us. We will guide you through the documentation and verification process for a hassle-free experience.

3. What is Portfolio Management Services (PMS), and how does it benefit me?

PMS is a professionally managed investment service where experts build and handle your investment portfolio, aiming for higher returns while minimizing risks.

4. How do I invest in mutual funds through Chaudhry Finance?

We offer a wide range of mutual fund options from leading companies. Our experts analyze your financial goals and risk appetite to recommend the best funds.

5. Do you offer insurance policies?

Yes, we provide both health and life insurance plans from reputed companies to ensure financial security for you and your family.

Absolutely. We specialize in resolving share disputes, including:

IEPF forfeited shares (reclaiming shares taken by the government)
Inheritance disputes (transferring shares to rightful heirs)
Death cases (ensuring proper legal transfer of shares)

7. Why should I choose Chaudhry Finance & Investment Co.?

30+ years of industry experience
Led by expert Chartered Accountants with vast financial expertise
Authorized partners of Motilal Oswal & Nuvama Wealth
Personalized investment strategies tailored to individual goals
Strong research-backed investment approach

8. What are the benefits of investing in mutual funds?

Investing in mutual funds provides:

Diversification to reduce risks
Professional fund management
Liquidity for easy withdrawals when needed
Potential tax benefits under specific schemes

9. How do I get financial advisory services from you?

Our financial experts provide personalized advisory services based on your goals. Contact us for a one-on-one consultation to plan your investments.

10. How can I get started with Chaudhry Finance & Investment Co.?

You can get started by:

Calling us or visiting our office
Submitting an inquiry through our website
Booking a free consultation with our experts