About Us

What We Do

About Us

With over 15 years of experience in this industry, 500+ clients and over, Aditya Financial Services has been serving client’s needs and helping them achieve their financial goals by designing, implementing, and monitoring financial strategies with the help of financial expertise and a vast array of investment products available at our firm.

We at Aditya Financial Services keep our client’s interest as the topmost priority and do everything possible to make their investment experience hassle free. With the continuous advancement of technology in the finance sector, we at AFS have adapted to this technological shift by introducing our online platform and app in partnership with Wealth Elite, to provide our clients a user-friendly and more advanced experience in viewing their entire investment portfolio and furthermore enabling online investments in Mutual Funds directly through our Wealth Elite Platform & App.

With the traditional mindset and wholesome experience of our Founder – Mr. Deven Chokshi and a new generation technology friendly CEO – Mr. Amol Chokshi, we at AFS always strive to improve on a daily basis by finding the right balance between technology, financial research & advice, innovation, and different types of investment products. This allows us to have an upper edge when compared to our peers, help us expand our business and pave a solid foundation and a road that perfectly aligns with our mission and vision.

Our Vision

Our vision is to impart financial knowledge and importance of investing along with being trusted and respected by our clients as we help them transition through life’s financial cycles.

Our Mission

Our mission is to support individuals, families and businesses embrace their needs and goals by designing, implementing, and monitoring financial strategies with the help of financial expertise and a vast array of investment products available at our firm.

Business Model

At Aditya Financial Services, we cater to all client segments – retail, high net worth income, ultra-high net worth income, family offices & corporate clients. To do so, we have adapted the “Piggyback”distribution model that enables us to partner with financial institutions that own the end products. This allows us to effectively deliver the right financial product to every client segment.

We partner with only well-established financial institutions who have been in the industry for several years and whose investment product is being trusted by a lot of users. A thorough due diligence is carried out by us before we partner with any financial institution to guarantee the safety and wealth creation for our clients.

We have adapted this model because we want to become a one-stop platform for all investment products and services, cater to all client segments, wherein a client’s entire investment portfolio can be managed under one roof. This enables us to make their investment experience and journey hassle free and more convenient.

Team

Deven Chokshi – Founder

Qualifications

Bachelor of Commerce – Business Administration – H.L. College of Commerce, Ahmedabad, Gujarat, India.
AMFI Registered Mutual Fund Distributor.
RERA Registered Real Estate Broker.

Amol Chokshi – Chief Executive Officer (CEO)

Qualifications

Bachelor of Science – Mechanical Engineering – Fontys University of Applied Sciences, Eindhoven, Netherlands. Graduated with Magna Cum Laude Distinction Award.
Master of Science – Innovation & Entrepreneurship – HEC Paris, Paris, France. Ongoing Course.
CFA Level 2 Candidate.
Registered Mutual Fund Distributor.