About Us
Welcome to CKB CREDIT & HOLDING PVT LTD, your trusted financial companion in India. We understand that your financial journey is more than just numbers; it's a story of dreams, aspirations, and the legacy you want to leave behind. At CKB CREDIT & HOLDING PVT LTD, we are driven by the belief that everyone deserves a secure and prosperous future.
Our journey began with a simple promise: to empower every individual in India to achieve their financial goals and protect what matters most. We know that life's uncertainties can be overwhelming, but with the right guidance and support, you can navigate them successfully.
Our dedicated team of financial experts is committed to providing you with the best guidance and services tailored to your unique needs. We take pride in the relationships we've built with our clients, and their success stories inspire us every day.
In a rapidly changing world, we remain steadfast in our dedication to helping you secure your financial future. Your dreams are our top priority, and your trust is the cornerstone of our service.
Join us on this journey towards your financial freedom. Let's create a future that's not just financially sound but also peaceful. Together, we can turn dreams into reality.
Your Partner in Smarter Financial Decisions
We help individuals and businesses make informed, confident financial choices by combining expert insights with cutting-edge technology and years of experience in wealth management.
Our Mission
Our mission is to provide accessible and personalized financial services, empowering individuals across India to achieve financial success. We are dedicated to offering expert guidance, making financial services available to all, and ensuring every Indian can turn their financial aspirations into reality.
Our Values
Our core values include accessibility, empathy, trust, innovation, excellence, collaboration, and social responsibility. We are committed to making financial services accessible to all, understanding our client's unique needs, building trust through integrity, driving innovation, and striving for excellence.
Our Vision
Our vision is to become the leading force in shaping a financially secure and prosperous India. We aim to set new standards in the financial industry and be the go-to partner for those seeking financial stability, growth, and success, contributing to a brighter future for our clients and the nation as a whole.
The Minds That Make It Happen
Our experienced professionals bring passion, precision, and dedication to every financial goal. Together, we craft strategies that help clients grow, protect, and optimize their wealth.
Neha is the backbone of our client relationships, ensuring every investor receives personalized attention and guidance. With her background in psychology and finance, she has a unique ability to understand client concerns and tailor solutions accordingly. Over her 8-year career, Neha has built lasting relationships with clients by focusing on transparency, trust, and timely communication. She also plays a key role in client education initiatives, helping investors understand market trends and financial products. When she’s not working, Neha enjoys mentoring young women entering the finance sector and is passionate about promoting diversity in the industry.
Neha Kapoor
Client Relationship Manager
Arjun is a seasoned financial advisor with expertise in equity, insurance, and wealth-building strategies. Over the past 12 years, he has worked with more than 500 clients, helping them craft personalized investment plans. His deep knowledge of tax-efficient investing and financial planning makes him a trusted advisor for both individuals and corporate clients. Arjun has a knack for explaining complex financial concepts in simple terms, empowering clients to make confident investment decisions.
Arjun Verma
Senior Financial Advisor
Rohit has over 15 years of experience in the financial services industry. He began his career as an equity analyst before moving into investment advisory. His passion for financial literacy led him to establish this company with the vision of making wealth management simple and accessible for everyone. Rohit specializes in portfolio management, retirement planning, and long-term investment strategies. Beyond work, he actively mentors young professionals and regularly speaks at financial literacy workshops across India.
Rohit Sharma
Founder & CEO
