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Chetan Kumar Pandya

Chetan Kumar Pandya, FRM, CFP®, Head, Investment Advisory and Risk Management, TrustPlutus Family Office & Investment Advisers, Mumbai, India

Chetan is Certified Financial Risk Manager ( GARP, USA) and Certified Financial Planner (FPSB-India). He has done his Masters of Business Administration in 1997 from Bhavnagar University, Gujarat. Chetan has over 17 years of experience in Banking and Finance Industry. He is having a versatile functional experience of Investment Advisory, Products and Strategy.

In his current assignment he heads investment advisory for TrustPlutus Family Office and Investment Advisers (India) Pvt Ltd (SEBI registered Investment Advisor). TrustPlutus Family Office & Investment Advisers endeavours to provide comprehensive end to end advisory for family wealth. At TrustPlutus we try to go beyond your Investment needs and integrate all aspect of family wealth. We clearly understand that large part of family wealth has multi-generational objectives. Our Process is focused not just on the contemporary needs but is also extended towards providing bespoke solutions.

“Participating in the PlanPlus Global Financial Planning Awards was a great experience. While the outcome was overwhelming, the journey was equally exciting. This award gives expression to excellence in the field of Financial Planning and Advisory Services. It encourages greater commitment towards providing bespoke solution to clients and achieving superior advisory practices. In effect it is a step towards creating an excellent ecosystem of advisers, product providers and services providers, striving to provide better financial future and wealth creation to clients.”