Crafting Wealth with Purpose and Precision
With a personalized approach rooted in deep expertise, I help you navigate the complexities of finance to build a future that aligns with your goals and values.
Deep Expertise
Backed by over 16 years of financial experience, I bring nuanced insight into global and Indian markets.
Client-Centric
Your financial goals come first — every strategy is tailored to your unique needs and life stage.
Long-Term Vision
I focus on sustainable growth and wealth preservation, not just quick wins.
Trust & Transparency
You get honest advice, clear communication, and complete visibility into your financial journey.
Wealth Architect
Invest with Chinmay
A Wealth Architect goes beyond traditional financial planning — they design a personalized and holistic financial blueprint that integrates every aspect of your life goals, values, and aspirations. It’s not just about managing money; it’s about understanding the bigger picture of your financial journey and crafting a strategy that supports growth, resilience, and legacy. From wealth creation and preservation to smart risk management and long-term planning, a Wealth Architect brings clarity to complexity. With a deep understanding of global markets and an eye on the future, I partner with you to build a solid, adaptable framework for financial success — one that is structured with precision, aligned with purpose, and driven by your vision.
InvestWithChinmay is trusted by 150+ clients across 5+ countries — guiding individuals and families toward smarter, purpose-driven wealth.
Backed by 16+ years of expertise, global insights, and a deep commitment to financial well-being.
Chinmay Thakkar
Your Trusted Investment Partner
— a seasoned Wealth Architect and Certified Financial Advisor with over 16 years of experience helping individuals and families build meaningful financial futures. With expertise spanning investment strategy, retirement planning, budgeting, legacy planning, and insurance, Chinmay offers a holistic approach to wealth management that blends insight, precision, and personalization. Having worked across the Indian and UAE financial landscapes, he brings a unique global perspective grounded in local understanding. Chinmay’s belief is simple: wealth creation and preservation go hand in hand — and your financial journey deserves both vision and structure.
Service Plan
Services Designed for Your Financial Journey
Explore a range of personalized wealth solutions designed to help you plan, grow, and protect your financial future.
Financial Planning
Tailored financial strategies that integrate budgeting, cash flow management, and financial goal-setting to ensure clients' financial security and growth
Portfolio Optimization
Creating customized investment portfolios that align with clients' goals, risk tolerance, and time horizon, while continuously optimizing for performance and risk mitigation.
Legacy & Estate Planning
Providing expert advice on structuring estate plans, minimizing estate taxes, and ensuring a smooth transfer of wealth to future generations including setting up trusts and wills.
Tax Optimization Strategies
Implementing tax-efficient investment strategies, utilizing tax-advantaged accounts, and ensuring that clients pay the least amount of taxes possible while growing their wealth.
Retirement Planning
Developing strategic retirement plans to help clients accumulate wealth for retirement, manage withdrawals, and ensure a comfortable post-retirement life with adequate resources.
Children’s Education Planning
Helping parents plan and save for their children’s future education costs by selecting the best investment vehicles and creating a strategy to meet educational goals.
What Sets Chinmay Apart
Trusted advice. Tailored strategies. Real results.
With over 16 years of experience, a global perspective, and a client-first mindset, Chinmay offers more than advice — he builds financial confidence.
Every strategy is crafted around your unique goals, not a one-size-fits-all model..
Backed by global certifications and 16+ years of experience across markets.
Focused on sustainable growth and wealth preservation
Testimonials
What Clients Say, Speaks Volumes.
Hear what clients have to say about their journey toward financial clarity and confidence.