Unlock Your Financial Potential!

Shape Your Wealth Journey with Confidence

Embark on a journey to financial success with our platform's diverse investment options—mutual funds, SIPs, and insurance. Elevate your portfolio and navigate the path to prosperity. Explore, invest, and achieve your financial goals with confidence. Your wealth journey starts here—secure, dynamic, and tailored for your success.

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Who We Are

we are more than financial service providers; we are your dedicated partners in achieving your financial aspirations. Our seasoned team of experts brings a wealth of experience and a commitment to excellence, ensuring that your journey towards financial success is guided with precision and care.

What Sets Us Apart

Expert Guidance:
Our seasoned professionals bring years of expertise to every service we offer.

Tailored Solutions:
Each of our services is personalized to align with your unique financial goals and aspirations.

Holistic Approach:
From investments to insurance, we take a comprehensive approach to ensure all aspects of your financial well-being are addressed.

Client-Centric Focus:
Your success is our priority. We are committed to understanding your needs and delivering services that exceed your expectations.

expert guidance

Our Impact by the Numbers

Happy Clients

Projects

Hours Of Support

HDFC Life
Cams
HDFC ergo
KFintech
kotak life
aditya birla capital
niva health insurance
star health insurance
tat aia life insurance
tat aig insurance
united india

Our Services

Our suite of services is crafted to be your comprehensive partner in financial success. From investments to insurance, our expert-driven services are designed to empower your unique financial journey

Mutual Fund/SIP

Our experts are here to guide you in selecting the right mix of mutual funds and SIPs tailored to your unique aspirations. Join us in making informed investment decisions that pave the way for sustained financial growth and security.

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Equities

Discover the rewards of ownership and let equities become a strategic asset in your investment journey. We're here to help you unlock the full potential of equities for sustained financial growth and prosperity.

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PMS

Discover a partnership that goes beyond traditional investment management. Our PMS is designed to elevate your wealth management experience, providing you with the tools and expertise needed to achieve your financial aspirations.

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Guaranteed Income Plan

Our experts delve into the nuances of your financial situation to tailor a Guaranteed Income Plan that aligns with your income needs and long-term objectives.

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Term Insurance

Our insurance experts are here to guide you through the complexities of Term Insurance. We assess your needs and provide recommendations to ensure your coverage adequately protects your loved ones.

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Health Insurance

Our expert advisors stand ready to safeguard your health and financial well-being, ensuring you have the support you need throughout life's journey.

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Demat Account Opening Simplified

Dive into the world of financial empowerment as we exactly outline the step-by-step process of acquiring a Demat account. From the careful selection of a broker to the receiving your personalized account details.

01
Choose Broker and Open Website

Select a brokerage, access its website to initiate the account opening process, and begin your investment journey.

02
Fill The Form and Upload Documents

Complete the account application form and swiftly upload necessary documents for a seamless Demat account setup.

03
Complete KYC Verification Process

Undergo KYC verification to validate your identity, a crucial step ensuring regulatory compliance for account activation.

04
Wait For Varification and Get Your Account

Patience pays off as you await your account verification, after which you receive your account details promptly.

Open Your Demat Account Now

Testimonials

Explore firsthand experiences and satisfaction as our clients share their stories of financial success and trust in IWC- Invest With Chetan. Discover why they choose us as their financial partner and how our expertise is making a difference in their journeys.

Working with IWC has been a game-changer for my financial journey. Their expert team provided invaluable insights, guiding me to make informed investment decisions. Trust, transparency, and results — they deliver on every promise.

—  Gagan Sain

The personalized approach of iwc sets them apart. From crafting a robust portfolio to navigating market complexities, their expert advisors have been instrumental in my financial success. I feel secure and confident in every financial move.

—  Sunil Yadav

I can't thank IWC enough for their exceptional service. The Guaranteed Income Plan they recommended has brought stability and predictability to my financial future. Their expertise and commitment to client satisfaction are truly commendable.

—  Ratan Jaiswal

Choosing IWC for my health insurance needs was a wise decision. Their knowledgeable advisors not only helped me find the right coverage but also provided ongoing support. It's a partnership focused on my well-being, and I couldn't be happier.

—  Prakash Choudhary

The term insurance plan recommended by IWC aligned perfectly with my family's needs. The claims process was smooth, and their team's compassion during a challenging time made all the difference. True professionals dedicated to their clients' peace of mind.

—  Karan Jain

Financial Expert

Guiding Your Financial Future with 20 Years of Industry Excellence

financial expert - Chetan Lakhotia

"Hello, I am Chetan Lakhotia, a highly experienced Finance and Insurance Advisor with over 20 years of industry expertise. Throughout my career, I have had the privilege of working with a diverse range of clients, from individual investors to large corporations. My focus has always been on providing insightful and personalized financial advice.

I take pride in my deep understanding of the complexities within the financial and insurance industry. Over the years, I have built a strong track record of helping clients achieve their financial goals, whether it's planning for retirement, saving for their children's education, or seeking to grow their wealth through strategic investments.

Staying up-to-date with the latest trends and developments in the financial and insurance markets is a priority for me. I regularly attend industry conferences and workshops to ensure that I am equipped with the knowledge and tools necessary to provide the highest quality advice to my clients.

If you are seeking expert financial and insurance advice, I am here to help. With my extensive industry experience, deep knowledge of financial markets, and a personalized approach to client service, I am committed to assisting you in achieving your financial goals and securing your financial future. Thank you for considering me as your trusted advisor."

— Chetan Lakhotia

Insights in Motion

Dive into a dynamic showcase of financial insights, expert advice, and success stories that bring our services to life. Each video is a window into the world of financial empowerment, offering a glimpse into the strategies and knowledge that set us apart. Press play and discover the power of visual wisdom on your financial journey.

Frequently Asked Questions

If you have additional questions or need further clarification, please don't hesitate to reach out to our team. We're here to provide the information and guidance you need for a confident and informed financial journey.

We provide a comprehensive range of financial services, including investment management, insurance solutions, portfolio management, and personalized financial planning. Our goal is to cater to all aspects of your financial well-being.

To get started, simply reach out to our team through our contact page or schedule a consultation. We'll assess your needs, understand your financial goals, and tailor our services to suit your unique requirements.

Our team consists of seasoned professionals with diverse expertise in finance. Each team member is dedicated to staying informed about market trends, financial innovations, and strategies to provide you with the best possible guidance.

Our experienced advisors will guide you through the process of selecting the right insurance coverage based on your needs and circumstances. We consider factors such as family size, lifestyle, and future financial goals.

PMS offers a personalized and professional approach to managing your investment portfolio. Our experts actively manage your investments, adapting to market dynamics and optimizing returns while minimizing risk.