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Refer Us

Love working with us? Don’t keep us a secret.

We’re privileged to have earned your trust. Now let’s help your friends, family, and colleagues build their financial future, with the same trust you’ve experienced.

Make an Introduction

Think someone should meet us?

Introduce us to a friend, family member or acquaintance in just one tap.

Did you Know?

3 out of 4 clients happily refer us to someone they know.

The trust in the Chimulkar brand has a strong foundation of being in service for over 40 years and having helped over 2500 investors and their families build and preserve their wealth since 1985.

Your act of Care

Your introduction is more than a referral, it’s a priceless gift that offers a loved one a new perspective on their finances.

Smiling woman looking at phone

We Don’t Spam

We believe in creating meaningful connections and only reach out to people we can genuinely help.

Safe Hands

Your referral will be met with the same kindness, respect, and expertise you have come to expect from us.

Our Greatest Asset

Your referral is the highest compliment we can receive — a sign of your trust and belief in our work. We are sincerely grateful.

Mutual Growth

Your trust is the foundation of our business. By referring us, you become a valued partner in helping more people secure their financial future.

Ritika, Real Client

Aman, Real Client

Faizan, Real Client

Shruti, Real Client

Who you could Refer

Anyone planning their retirement income

Someone nearing retirement who needs a plan for a steady and secure income stream.

Parents planning education funds

Parents who are ready to build a strong financial foundation for their children's future education.

Professionals with rising income and tax concerns

Professionals with increasing income who want to optimize their tax strategy.

Families needing health and life insurance

Individuals or families looking to build a strong financial safety net for their loved ones.

Retirees planning distribution of assets

Anyone who wants to organise their assets and secure their family's legacy.

Things our clients says

"Chimulkar Financial Services gave me clear guidance on my investments and tax planning. Highly recommended!"

— Ravi Sharma

"The team was extremely professional and helped me get the best retirement plan suited for my family."

— Sneha Kulkarni

"I was able to secure my child's education fund with the right advice from Chimulkar Financial Services."

— Ajay Patil

Gift a FREE Assessment

Gift someone a complimentary, no-obligation assessment, giving them the insights they need to start their journey toward a more secure financial future.

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Commonly asked Questions

Everything You Need to Know

No. One courtesy message and a self‑serve booking link.
Yes—edit the pre‑filled text.
We won’t chase. They can always connect with us if they want to anytime later.
Only your name in the first message so they know who referred them. Rest assured that our office always keeps your financial situation completely private, and we’ll provide the same level of confidentiality and personalized service that you enjoy to your referral.
They are offered a complimentary, no-commitment review of their finances and goals.
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