ABOUT US
We as Partner firm incorporated in the year 2001 and at present having 1500+ satisfied clients with AUM of 150+ CRORES ,We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India),IRDA(Insurance Regulatory & Development Authority of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Mr. Chandrakant Y Godbole
AFP (Partner)
Courage and determination can do wonders in one’s life! This along with consistency not only helped Mr. Godbole to start a new journey as an advisor but also helped many people become financially aware and start their investment journeys! Mr. Chandrakant Godbole has over 21 years of experience in the banking sector. In the year 2001, he took voluntary retirement to start his career as an entrepreneur. His choice of the field was always Financial Management. He started educating people about wealth management and the importance of it. He started with LIC. Post 2004, he included Mutual Funds, Bonds, Insurance, Corporate FDs, and such-like investment options later. His passion is to help and educate people about their financial goals, and needs and teach them how they can become successful investors. Remarkable features about him which can never go unnoticed are his energy level at work and his quickness in calculations- which he does in a blink of an eye! Looking at him one will definitely say that “Age is just a Number”.
Ms. Aishwarya Godbole – Nayak
(CFP)-Partner
She has the credit of wearing many hats! Her work experience spans a career that began with working as a Japanese language trainer, working in an MNC, and running a travel agency. Gaining knowledge and acing it has become her forte. Six years back when she joined ideal investments, she barely knew anything about investment but to master it she completed CFPCM and now aces the space she is in! Her specialty is BEHAVIORAL Finance. Her goal is to empower women with financial knowledge as she believes that women are born financial planners. Aishwarya helps clients to achieve their goals with Financial planning. This involves risk profiling, asset allocation, rebalancing, etc. She has a unique style of working in educating people about financial management and plays an important role in Ideal Investments in creating Customized Financial Plans for individuals.