Chander P Chellani

IDA Wealth

Registered Investment Advisor

Service Location

Chandigarh

Professional Licenses

SEBI RIA

#INA000017851

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

PP 168, Emaar Mohali Hills, Sector 108, Mohali, Chandigarh - 160055, U.T.

Website

https://idawealth.in/

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Chander P Chellani

Chander is a highly accomplished Chartered Accountant, boasting a remarkable career spanning over three decades. His professional journey is a testament to his expertise and leadership in the financial industry. With a history of serving in influential roles at esteemed financial institutions such as Citigroup, ICICI Bank, and Birla Sunlife, Chander has left an indelible mark on the sector.

His significant achievements include fostering growth in these organizations through a comprehensive focus on customer-centric strategies and ensuring profitability. It's worth noting that Chander is also a registered Investment Advisor with SEBI, underscoring his commitment to delivering sound financial guidance and advice.

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