01
Experience
Two decades of hands-on practice across different market cycles.
✦MUTUAL FUNDS✦SPECIALISED INVESTMENT FUND✦GOAL-BASED INVESTING✦RISK PROFILING✦SUITABILITY✦LONG-TERM SUPPORT✦TRANSPARENCY✦MUTUAL FUNDS✦SPECIALISED INVESTMENT FUND✦GOAL-BASED INVESTING✦RISK PROFILING✦SUITABILITY✦LONG-TERM SUPPORT✦TRANSPARENCY
AMFI-Registered · ARN-21846
Your Goals.
Your Journey.
Your Financial Future.
Mutual Fund & SIF distribution built around understanding the investor first — with suitability, transparency and long-term support at every step.
ARN-21846
AMFI-Registered
20+ Years
Professional experience
~1,200
Client relationships
₹200+ cr
Assets under distribution
Wealth, built step by step
Goal-linked, suitability-first investing
Discipline
SIP-led, long-term investing
Clarity
Written risk profile & records
Illustrative only. Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing. No assured or guaranteed return is offered.
About Chandresh Rawka
AMFI-Registered Mutual Fund & SIF Distributor
ARN-21846
Chandresh Rawka
Mutual Fund & SIF Distributor
Chandresh Rawka brings over 20 years of professional experience, having started his career in 2003. He worked with Varun Beverages Limited, Jaipur as a Key Account Handler before moving full-time into financial distribution.
He holds a Post Graduate Diploma in Business Management (PGDBM) from IILM, Lodhi Road, which shaped an analytical, process-driven approach to client relationships.
Since 2009, his focus has been on building financial awareness — helping families understand goals, risk and time horizon before they invest, rather than chasing products.
Today he serves close to 1,200 clients across India and overseas, with more than ₹200 crore of assets under his distribution.
The approach
- Professional experience
- Two decades of hands-on practice across market cycles.
- Technology
- Digital onboarding, transactions and reporting on official platforms.
- Personalised guidance
- Suitability-mapped recommendations, documented and explained.
- Long-term relationships
- Reviews and continuity, not one-off transactions.
20+
Years of experience since 2003
~1,200
Clients across India and overseas
₹200+ cr
Assets under distribution
2009
Focused on financial awareness
Vision
A financially aware society.
Credentials & registrations
- ARN
- ARN-21846 · since 25-Apr-2004
- MF ARN validity
- 03-Jun-2026 to 02-Jun-2029
- SIF ARN validity
- 21-May-2026 to 15-May-2029
- BSE STAR MF Member ID
- 12236
- NISM Series V-A (MFD)
- Certificate valid till 02-Jun-2029
- NISM Series XIII
- Valid till 15-May-2029
Experience & Perspective
Built over years, not overnight
A long-term practice shaped by experience, investor relationships and a disciplined process.
The objective is not the next product. It is clarity around what you own, why you own it and whether it remains aligned with your goals.
- 1
2003
Professional journey begins
Began the professional career that shaped a long-term approach to financial services.
- 2
2009
Entered financial distribution
Moved into financial distribution with a focus on helping investors make informed decisions.
- 3
Today
~1,200 client relationships
A growing base of investor relationships built around clarity, process and ongoing support.
- 4
₹200+ cr
Assets under distribution
Assets under distribution, reflecting the scale of investor relationships served over time.
Why clients work with Chandresh
Guidance built around the investor, not the product.
The focus is on understanding what an investor is trying to achieve, how much risk they can take and how the relationship should evolve over time.
The principle
“We don't start with a product. We start with the investor.”
A process designed for clarity
02
Personalised guidance
Recommendations are mapped to goals, risk and time horizon.
03
Technology-enabled service
Digital onboarding, transactions and reporting through official platforms.
04
Long-term relationships
Ongoing reviews and continuity rather than one-off transactions.
The investor journey
We don't start with a product.
We start with the investor.
Understand
Goals, horizon and what matters to you.
Assess
Risk profile and suitability come before a recommendation.
Align
Investment choices mapped to the investor's profile.
Support
Documentation, execution and ongoing reviews.
Services
What we do for investors
Clear, focused support across distribution, onboarding, transactions and ongoing portfolio relationships.
Mutual Fund Distribution
Distribution of Mutual Fund schemes of AMFI-registered AMCs, with suitability-mapped recommendations.
SIF Strategy Distribution
Distribution of Specialised Investment Fund (SIF) strategies for investors who understand and can bear higher risk.
Transaction Execution
Execution through BSE STAR MF and through official AMC/RTA channels.
Risk Profiling & Suitability
Risk profiling and suitability assessment before any recommendation, with a copy of the scored profile shared with you.
KYC, FATCA/CRS & Nomination
Investor assistance with KYC, FATCA/CRS self-certification and nomination in every folio.
Portfolio Review
Portfolio review annually and as and when required by the investor.
Grievance Assistance
Assistance with grievance redressal with the AMC, RTA and regulators.
Our Approach
Investing starts with understanding the investor
No assured, fixed or indicative return is offered on any investment. What we can commit to is process, documentation and transparency.
We start with your risk profile
Every investor completes the Risk Profiling Questionnaire before any recommendation, and is placed in one of five risk categories.
We map schemes to suitability
Recommendations are restricted to scheme categories mapped to your risk category in the Suitability Matrix, applying your investment horizon.
We keep it on record
Each recommendation records the goal, horizon, risk category and schemes suggested. Risk and suitability discussions are logged.
We tell you when something does not fit
If you choose a scheme outside the mapped categories, a written unsuitability communication is issued and your signed acknowledgement is obtained before execution.
How We Work
A documented process, with published timelines
01
Risk profiling
Questionnaire completed and scored; a copy of the profile is shared with you.
02
Suitability mapping
Scheme categories matched to your risk category and horizon.
03
Onboarding & KYC
PAN, KRA/CKYC verification, FATCA/CRS, bank proof and nomination.
04
Execution
Orders placed the same working day on receipt of complete instruction and funds.
05
Confirmation
Transaction confirmation forwarded within 1 working day of receipt.
06
Review
Portfolio and risk profile reviewed annually and whenever you require it.
What you can invest in
Mutual Funds and Specialised Investment Funds
Mutual Funds & SIP
Distribution of mutual fund schemes of empanelled, SEBI-registered AMCs — across equity, hybrid, debt, liquid and passive categories — with SIP, STP and SWP support through BSE STAR MF and AMC/RTA channels.
- SIP, STP and SWP registration, and the ability to stop or pause them through the platform or the AMC
- Nomination, bank change and contact updates forwarded within 2 working days
- Consolidated Account Statements available from the RTAs
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
Specialised Investment Fund (SIF)
Distribution of SIF strategies for investors who understand and can bear relatively higher risk. SIF strategies may use derivatives and complex investment techniques and carry a higher minimum investment threshold.
- Potential loss of capital
- Liquidity risk
- Market volatility
- Derivative / complex strategy risks where applicable
Investments in Specialised Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision.
Investor Information
Everything on record, in one place
Investor-facing policies, disclosures and official portals. Records are kept confidential as per the Privacy Policy and DPDPA 2023, and retained for the periods prescribed by regulation.
Policies & disclosures
Investor Dos & Don'ts
Simple habits that protect your money
Do
- Complete KYC and quote PAN for every investment.
- Provide FATCA/CRS self-certification and keep it updated.
- Register nomination (or opt out in writing) in every folio.
- Read the Scheme Information Document and KIM before investing.
- Verify that ARN-21846 appears on your application or order.
- Transact only through official platforms (BSE STAR MF) or AMC/RTA official channels.
- Keep your mobile number, email and bank details updated in every folio.
Don't
- Do not hand over cash to the Distributor. Payments are made only in favour of the scheme.
- Do not sign blank or incomplete forms or mandates.
- Do not act on promises of assured, guaranteed or indicative returns.
- Do not share OTP, passwords or login credentials with anyone.
Risk & Disclosure
What you must know before investing
Market risk
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance of a scheme, the AMC or the distributor is not indicative of future returns.
Higher SIF risk
Investments in Specialised Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision.
Commission & Direct Plans
The Distributor receives trail commission from AMCs, calculated on the scheme's Base Expense Ratio and paid by the AMC. Nothing is charged separately to the investor. Investors may also invest in Direct Plans directly with the AMC.
Grievance Redressal Officer: Mr. Chandresh Rawka · 9829038832 · c.rawka@gmail.com
Chandresh Rawka
AMFI-Registered Mutual Fund & SIF Distributor
ARN-21846
The person behind the practice
Start a conversation
Over 20 years in professional practice since 2003, a PGDBM from IILM, Lodhi Road, and since 2009 a single focus: financial awareness. Close to 1,200 client families in India and overseas, and more than ₹200 crore under distribution — built on documented suitability and long-term relationships.
AMFI-Registered Mutual Fund & SIF Distributor · ARN-21846
- Call
- 9829038832
- 9829038832
- c.rawka@gmail.com
Office Location
Visit Chandresh Rawka
Registered Address
Jawahar Colony, Mira Gate,
Bundi, Rajasthan
Office Address
1st Floor, Opposite Dr Sharad Gagarni Dental Clinic, Outside Khoja Gate, Bundi, Rajasthan - 323001
No assured, fixed or indicative returns are offered on any investment. We provide incidental advisory services only. For investment advice, please consult a SEBI-registered Investment Adviser.