Champion Finserv is a leading financial services firm specializing in various aspects of Personal Finance such as Investment Management, Risk Management, Wealth Management, Succession Planning, NRI Services and more. Established in 2005 in Mumbai, Champion Finserv now serves clients all across the city, country and around the globe.
Our values, 25+ years of combined professional experience, expertise, tech-savvy solutions and amiable team makes us a trusted financial partner of choice. We affirm and offer support in the fundamental Five E’s crucial for empowering our financial champions in achieving Financial Freedom!
Education + Experience + Ethics + Empathy + Emerging Tech = Financial Freedom
Our founder, Mr. Devesh Shah started the firm in 2005 with the aim to help individuals, families and entities accomplish their financial goals with peace of mind.
He holds a degree in Bachelors of Engineering, has completed the Certified Financial Planning (CFP) Program and is AMFI registered Mutual Fund Distributor. Having a strong interest in numbers, at an early age he took up the responsibility of managing his family's finances. His passion towards finance & spreading his knowledge to the larger society was the drive towards starting this business. We are proud to see him pursue his passion till today and for years to come.
OUR PHILOSOPHY
We believe in the Champion's Philosophy!
It involves a combination of determination, passion, hard work, discipline and a commitment to continuous improvement through innovative solutions to Champion in every walk of life.
OUR VISION
To empower every individual, family, and organization to champion in their financial journey.
OUR MISSION
To deliver an optimal fusion of new age technology solutions and personalized human support, enabling our clients to attain financial freedom.
OUR PRODUCTS:
We are AMFI-registered Mutual Fund Distributors. Apart from Mutual Funds, provide a wide array of products & services to help you achieve your financial goals!
- Mutual Funds
- PMS/AIF
- Corporate Deposits
- Government & Sovereign Gold Bonds
- Tax Saving Products
OUR SERVICES
- Goal Based Planning
- Investment Planning
- Risk Management/ Insurance Planning
- Retirement Planning
- Will & Estate Planning
- Succession Planning
- Debt Management
- NRI Services
WHY CHOSE CHAMPION FINSERV?
Personal finance is truly personal to each one !!
We understand that there's no “One size fits all” approach. Each one’s financial position, life stage, needs, goals, aspirations etc are different. Hence, the financial strategy is going to vary from person to person.
We affirm and offer support in the fundamental five E’s crucial for achieving Financial Freedom!
1. EDUCATION
Our team consists of highly qualified professionals. They have undertaken rigorous training to posses the most prestigious qualifications in the field of finance such as CFP (Certified Financial Planning), CFA (Chartered Financial Analyst) and AMFI’s Mutual Fund Distributors Certification.
2. EXPERIENCE
We bring together a combined professional work experience of over 25 years in the financial services industry. Started in 2005, we are proud to be serving our members all across the country and around the globe.
3. ETHICS
Ethics are not just principles; they are the cornerstone of our commitment to integrity and trust. Upholding honesty, confidentiality, transparency, and client-centric values, we prioritize ethical conduct in every aspect of our services.
4. EMPATHY
Empathy forms the foundation of our client relationships, guiding us to understand and address their unique financial aspirations and concerns. We prioritize listening, compassion, and personalized support to foster deep connections and empower clients on their financial journey.
5. EMERGING TECH
We are constantly evolving and upgrading with the cutting edge technological solutions to provide a seamless experience for our members. All our members have 24 x 7 access to their investment portfolio. We provide Paperless investing options which can work on click of a device and allow any type of transactions.
Looking forward to welcoming you as a part of the Champion Finserv Family!
.jpg)