Team Details

Mr. Chirag Panchal (CWM, CFP)

Wealth Manager

“Life is not about where you are, it’s all about where you want to be.”

Chirag Panchal is an accomplished and experienced wealth manager with a deep understanding of financial markets. To upgrade his passion and knowledge, he is currently pursuing Chartered Financial Analyst from the CFA Institute, United States. Chirag Panchal is a Certified Financial Planner (CFP), a Chartered Wealth Manager (CWM), and holds a graduation degree in Accountancy and Finance. He has worked with renowned companies at a young age and has a dynamic approach towards wealth management. Chirag believes in the traditional theory of wealth management but always desires to integrate traditional with a modern strategic approach.

He is a powerhouse of positivity and truly inspires everyone around him. He assists and provides ongoing advice and guidance to our clients, helping them navigate market fluctuations and make strategic investment decisions that will help them achieve long-term financial success. With a passion for delivering personalized and comprehensive financial solutions, he is dedicated to building long-term relationships based on trust, transparency, and exceptional service.

He has an abiding interest in playing Acoustic Guitar. His favorite pastime is playing Chess and GO (Japanese Game).