At KP Chauhan Financial Consultant, we go beyond traditional investment advice to offer comprehensive portfolio and wealth management services tailored to your financial aspirations. Based in Vadodara, we help individuals, professionals, and families make smart, strategic decisions to grow and preserve wealth across generations
We provide end-to-end financial planning and personalized wealth management solutions designed around your goals:
Based on your risk profile, goals, and time horizon, we create diversified portfolios across mutual funds, company deposits, bonds, insurance, and government schemes.
Regular monitoring and performance reviews ensure your investments stay aligned with your evolving needs and market conditions.
We help you maintain the right asset mix—equity, debt, and alternatives—based on market trends and life stage changes.
From tax-saving strategies to long-term wealth creation, we offer structured plans to help you achieve key financial milestones like retirement, education, home buying, and legacy planning.
We integrate insurance and mediclaim within your portfolio to provide financial security alongside wealth growth.