With over 17 years of experience in Asset Servicing and Wealth Management, Chetan Mahajan specialize in building client-centric financial solutions with a strong foundation of risk management, compliance, operational excellence, and long-term wealth creation.

As a Wealth Manager & Equity Analyst, He work closely with clients to design and manage diversified investment strategies across multiple financial products including Equities, Mutual Funds, PMS, AIFs, Unlisted Shares, Life Insurance, Health Insurance, and General Insurance. His approach combines fundamental research, disciplined portfolio construction, and goal-based financial planning to help clients achieve sustainable financial growth.

Over the years, Chetan Mahajan has developed deep expertise in:

• Equity Research & Portfolio Advisory
• Mutual Fund & Multi-Asset Allocation Strategies
• PMS & AIF Product Evaluation
• Unlisted Investment Opportunities
• Risk Profiling & Portfolio Rebalancing
• Insurance Planning & Protection Strategies
• Regulatory Compliance, Audit & Control Management
• Client Relationship & Service Excellence

He strongly believes that successful wealth management is not only about generating returns, but also about protecting capital, maintaining transparency, managing risks effectively, and ensuring disciplined execution through robust compliance and operational controls.

His professional philosophy is centered around:
✔ Client-First Approach
✔ Ethical & Transparent Advisory
✔ Research-Driven Decision Making
✔ Long-Term Wealth Creation
✔ Strong Governance & Risk Framework
✔ Timely Client Deliverables & Service Commitment

He remains committed to helping clients navigate changing market conditions with confidence by offering personalized financial solutions aligned with their financial goals, risk appetite, and life aspirations.
Proud to contribute towards creating structured, responsible, and growth-oriented wealth management experiences for individuals, families, and businesses through GoldenBulls Financial Services.