OUR MAINSTAY - FOUNDER

Mr. Rohit Chandak

CERTIFIED FINANCIAL PLANNER
MBA ( I & FP ), TOT ( USA )

I am Mr. Rohit Chandak, founder of SHREE CONSULTANTS, Financial investments and Wealth Planning.

Serving customer for last 17 – 19 years, with established office in Satara & Pune – Maharashtra. We offer a wide range of consultancy services in Life Insurance, Mutual Funds, Health Insurance, Retirement Planning, Child’s Future Planning and Estate Creation.

We have a full equipped office with well-trained staff to help you. Apart from helping you choosing new investments, we can also help you with servicing needs of your existing investments.

Founder
Pune Office201, Saideep, 132/1, Deepa co-op Society,
Near Crystal Towers, Baner-Pashan Link Road,
Pune - 411021
Satara OfficeRathi Complex, Powai Naka,
Opp. Shikshak Bank,
Satara - 415001
OUR ACHIEVEMENTS

Awards & Recognition

“We Achieve 1 Crore Business in Our First Year as Insurance Advisors: A Journey of Excellence. Empowering Knowledge: Pursuing an MBA for Financial Excellence. 2022: A Year of Double Honors – Corporate Club and TOT – Top of Table”

2004
2004

One Crore business

Insurance Advisor

2008
2008

MDRT of SATARA Division

entrepreneurial journey

2018
2018

Life Member MDRT - USA

Excellence and Global Recognition

2019
2019

Club Galaxy Advisor in LIC

A Stellar Achievement in Financial Advisory

2022
2022

Corporate Club

Elite Club Of Financial Advisor in LIC

2022
2022

Youngest TOT - Top of Table

One of the Highest recogni on in world of Financial Planners