Mutual Funds

Invest in diverse asset classes through short and long term instruments.

  • Offers tax benefits.

  • Beats Inflation in long term.

  • Provides Liquidity.

  • Low cost investment.

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Capital Gain Bonds

Save long-term capital gain tax through 54EC bonds .

  • Safe and Secure.

  • Backed by Government.

  • Helps to save capital gains.

  • Hold in Demat or Physical form.

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Insurance

Protect yourself and your family with right life and health cover.

  • Offers tax benefits.

  • Helps in spreading risk.

  • Protects investment portfolio.

  • Eliminates Dependency.

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Gold Bonds

Invest in Gold digitally through Sovereign Gold Bonds .

  • Earn interest on Gold.

  • Ease of Borrowing Loan.

  • Traded on Exchange.

  • Assurance of Purity.

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Fixed Deposits

Get assured rate of interest than a regular bank saving account.

  • Flexible tenure.

  • Better Interest Rates.

  • Assured Returns.

  • Excellent Credit Ratings.

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NPS

Claim tax exemption up to Rs. 50,000 over and above section 80C.

  • Well Regulated.

  • Flexible investment options.

  • Portable.

  • Claim tax exemption up to Rs. 50,000.

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Need a personalized solution?

Create a unique goal-based investment plan specifically tailored for your Financial Goals.

Chitale CFS has been providing goal based investment services for over 30 years.

Goal based investment is a complex process of managing your financial goals so that you can reach your dreams. It helps you to know; where you are today, where you want to go and how to reach the destination? We review your requirements and create an investment plan which would be apt for you to meet your goals.

Our Expertise.

Goal Identification and Mapping

Setting financial goals at the early stage of life also offers various indirect financial benefits.

Regular Review

Reviewing the portfolio as per the set frequency to ensure that investments are in line with the financial goals.

Portfolio Rebalancing

Modifying the asset composition of your investment portfolio in order to re-aligning the investments

Compliance Management

Helping and assisting clients to avoid any complex and time taking compliance activities .

Portfolio Optimization

Monitoring portfolio’s output in various market environments in contrast to other asset classes.

Strategic and Tactical Allocation

Helping clients create core as well as satellite portfolios to generate higher returns with stability.

Connect with Us today.

We will take care of all your goal based investments needs for life.