HNIs & UHNIs
Bespoke wealth management & estate planning
Investment Advisory
Strategic investment planning across equities, bonds, capital markets, and securities to maximize returns aligned with your risk profile.
Expert advisory and consultancy in investments, portfolio management, capital markets, crypto trading, mutual funds, insurance, and taxation — tailored to your financial goals.
Est. 2024
Chromical Financial Services provides comprehensive advisory and consultancy services in finance, investments, capital markets, securities, crypto trading, commodities, mutual funds, insurance, taxation, and accounting — all subject to applicable laws and regulations.
Our team of experienced financial advisors, portfolio managers, and compliance experts work as an extension of your financial planning team — with transparency, integrity, and a relentless focus on your financial goals.
Mission
To empower every individual and organization with sound financial guidance that drives wealth creation, protection, and long-term financial security.
Deep Expertise
Seasoned advisors with deep knowledge across all financial markets and instruments.
Integrity First
SEBI-compliant advisory with full transparency and unbiased guidance always.
Client-Centric
Every strategy is tailored to your unique risk profile, goals, and timeline.
Comprehensive financial advisory — from investments to taxation, we handle it all.
See All Services →Strategic investment planning across equities, bonds, capital markets, and securities to maximize returns aligned with your risk profile.
Professional portfolio construction, rebalancing, and wealth management services tailored for HNIs, families, and corporations.
Expert mutual fund selection, SIP planning, and goal-based investment strategies for retail and institutional investors.
Expert advisory on cryptocurrency investments, commodity markets, derivatives, and digital asset strategies — subject to applicable laws and regulations.
Comprehensive insurance advisory covering life, health, term, and general insurance to protect your financial future and loved ones.
Expert tax planning, ITR filing, GST compliance, business accounting, and financial reporting for individuals and businesses.
Tailored financial solutions for every type of investor and organization.
Bespoke wealth management & estate planning
Treasury management, corporate finance & compliance
Funding advisory, financial planning & tax strategy
Equity, derivatives & securities trading advisory
SIP, mutual funds & long-term wealth building
Generational wealth management & succession planning
Cross-border investments, FEMA compliance & remittances
Pension planning, annuities & post-retirement income
Comprehensive advisory across NSE, BSE, and international equity markets.
All advisory is subject to applicable SEBI regulations and market risks. Past performance is not indicative of future results.
Goal-based mutual fund selection across all categories and AMCs.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully.
Advisory on cryptocurrency investments and digital asset strategies — per applicable laws.
Crypto investments are highly volatile and subject to regulatory changes. Advisory is subject to applicable Indian laws.
Trading advisory for precious metals, energy, and agricultural commodities.
Commodity trading involves significant risk. Advisory subject to applicable SEBI/FMC regulations.
Comprehensive life and non-life insurance advisory for complete financial protection.
Insurance products are subject to terms and conditions of the respective policies. IRDAI registration required.
Expert tax planning, compliance, and accounting services for individuals and businesses.
Tax advice is subject to applicable Indian tax laws. Regulations may change — please consult us for updated guidance.
We're not just advisors — we're your financial partner invested in your long-term growth. Here's what sets us apart.
Their advice helped us grow our portfolio by 22% while minimizing our tax liability significantly.
— Rajesh Kapoor, MD, Kapoor EnterprisesTransparent, structured, and client-first. Every engagement follows this proven framework.
Initial meeting to understand your financial situation, goals, risk appetite, and investment horizon.
In-depth analysis of your income, expenses, liabilities, existing investments, and tax situation.
Define short, medium, and long-term financial goals — wealth creation, retirement, children's education, or estate planning.
Custom investment plan across equity, debt, gold, mutual funds, insurance, and tax-efficient instruments.
Account setup, fund allocation, SIP initiation, insurance underwriting, and tax filing as needed.
Ongoing portfolio tracking, performance benchmarking against market indices, and risk alerts.
Yearly review to rebalance portfolio, update insurance coverage, revise tax strategy, and realign with life goals.
Restructured a ₹2 Cr investment portfolio for a Delhi-based HNI family — diversifying across equity, debt, gold ETFs, and tax-saving instruments for optimal risk-adjusted returns.
Comprehensive tax restructuring for a Delhi MSME — identified deductions and credits resulting in significant annual savings.
Designed a 20-year retirement plan for a government employee targeting ₹5 Cr corpus through systematic SIP, NPS top-up, and goal-linked insurance.
Real outcomes we've helped our clients achieve across different financial goals.
Structured a ₹50 Cr+ corporate investment portfolio for a Delhi-based manufacturing firm — achieving 18% annualized returns while maintaining full regulatory compliance.
Designed a comprehensive retirement corpus plan for an HNI couple targeting ₹5 Cr corpus — systematic SIPs, NPS, and insurance coverage structured for 25-year horizon.
Restructured tax filing and GST compliance for a Delhi MSME — saved ₹12 lakh annually in taxes and eliminated compliance penalties through systematic planning.
Managed cross-border investment planning for an NRI client — structured FEMA-compliant portfolio with Indian equities, NRE/NRO accounts, and tax-efficient repatriation.
"Chromical Financial transformed how I think about investing. Their team's deep expertise and personalized approach helped me build a portfolio that has significantly outperformed my expectations. Truly exceptional advisors."
"Their mutual fund planning and tax advisory has been incredible. I finally understand where my money is going and how to grow it effectively. Highly recommend their services."
"The corporate financial planning they did for our company saved us significant tax and helped us set up a compliant investment policy. Professional, knowledgeable, and trustworthy."
Join a growing team of financial experts. We value analytical thinking, client focus, integrity, and a passion for financial markets and helping clients achieve their goals.
Tell us about your financial goals and we'll get back to you within 24 hours with a personalized advisory plan.