Welcome to the
Smart Investment Platform


Helping you invest today for better tomorrow.

Login

Forgot / Reset password ?

About Us



Our aim is to create long-term wealth for our valued investors through our detailed research and analysis on Mutual Fund Selection with goal-based investments. Research & Analysis is the solid foundation on which Charvee Financial Service's Investment & advice is based.

Mr. Jigar Prajapati (Founder) of Charvee Financial Services has got Corporate Level experience in the United Kingdom for working one of the giant media "British Sky Broadcasting Limited" & Energy giant "Scottish & Southern Energy" in managing, establishing, and profit-making branches and has been awarded many times for the best Manager Nationally in the United Kingdom.

Mr. Jigar Prajapati has got a strong educational background such as Diploma in Business from Oxford Brookes University UK. BBA (Hons) in Marketing from the University Of Wales, UK, and a Master of Business Administration in International Business from Coventry University, UK, which supports his detailed research in the Equity & Mutual Fund Industry with depth research & analysis.

We are AMFI-registered financial Distributors of Mutual Funds and other Financial Products, with vast experience in the financial industry and serving a large number of happy investors. We offer a complete range of financial products and insurance in a single platform and We help and guide you to choose the right financial products to help achieve your financial goals successfully. Our comprehensive online smart wealth management platform empowers you to have access to your entire wealth portfolio across Mutual Funds, Fixed Deposits, Bonds, Insurance, etc in a single place.

FEATURES

Zero Paperwork

Seamless on-boarding, quick and simple

Monitor your Entire Portfolio

See your complete portfolio in a single place, in few clicks

Safe and Secure

Bank Grade Security

Zero Fees

We charge nothing from our Clients

Assistance for Asset Allocation

Get customized Asset Allocation

One-Click Transaction

In just a click, Invest/Redeem in a hassle-free manner.

Multi Asset Investment App




  •   Simple
  •   
  •   Transparent
  •   
  •   Accessible

FINANCIAL CALCULATORS



Power of SIP Calculator







Use this calculator to see how small investments made at regular intervals (SIPs) can grow to a large figure over a period of time.

GOAL SIP Calculator







Plan for your Goals by using this calculator to determine the monthly SIP investment and that helps you to make to reach a particular goal.

SWP Regular Income Calculator







SWP helps you get a fixed amount every month. This calculator also plans for your post-retirement and other regular monthly income needs.

Our Partners

Contact Us

Our Address

E 232, 2nd Floor, Satyam Building 2, Amba Business Park, Trimandir, Adalaj, Gandhinagar, 382421

Our Number

8905283636


Open Hours

Monday to Friday

9 am to 6 pm