Our Story
Milind and Sangeeta Chitnis are a husband and wife team who’ve been in the field of financial consultancy for the past 30 years. They’ve been active participants in the evolution of personal finance in India, from the days of going to the stock exchange trading ring to the online purchase of mutual funds & insurance that we see today. They started Chitnis Financials together as a mutual fund distribution business, more than 20 years ago.
30 Years of Financial Wisdom
30 Years of Financial Wisdom
2000
The Start of Chitnis Financials
Stock Exchange days and shifting financial landscapes
2000 - 2020
The Start of Chitnis Financials
Establishment of a strong foundation for the firm with a focus on trust, transparency, and long-term relationships.
Establishment of a strong foundation for the firm with a focus on trust, transparency, and long-term relationships.
We built a loyal client base through personalised solutions and hands-on engagement, and gained insights into evolving client needs and financial markets, laying the groundwork for the next stage of our evolution.
2020 - Present
Chitnis Financials transitioned into a structured organisation with dedicated departments for back office, client services and research, adding further offerings like insurance, loans against mutual funds, PMS and AF along the way.
Present
From WhatsApp-based automations to digital access to your investments, we’ve always stayed ahead of the curve by adopting new technologies and consistently streamlining processes to improve efficiency.
