Bobby Chadda
Chartered ALIBF
Having spent the past 20 years in financial services, I have developed a broad understanding of what is required to help my clients achieve what is most important to them. I am proud to have achieved Chartered Status in my field, which demonstrates my commitment to technical excellence, alongside an empathetic and pragmatic approach to helping my clients achieve what is most important to them.
I most enjoy spending time understanding the particular challenges each of my clients appear to face, ensuring I can help better inform them of their position, become more confident in their pathway, and clearer about their next steps.
My role is very rewarding because of the transformation I witness in my client’s lives, helping relieve some of the pressure that finances can bring, and spend more time focusing their energy on things that matter to them.
We are privileged to live at a time when we can help each other, positively influence and impact society, and the environment. Having a strong ethical proposition is something my business is proud to represent.
About
The good life is expensive, most families I meet are living a life of obligations and not a life on purpose, There is a less costly way to live but it's not so good.
After-all, nobody wants to compromise on their standard of living and live a less fulfilled life. However, a life of of instant gratification, this provides immediate satisfaction but is not sustainable and in later years creates dependency on family, friends or the state.
Kshipra Wealth exists to help you live a Primed Life and places emphasis on creating a detailed financial plan giving you greater certainty, peace of mind and security.
We do this face-to-face by creating a personalised plan which primes you to achieve your goals and improve your financial wellbeing, thereby reducing financial stress - reduced stress leads to better health and healthy aging which is a natural process. Accelerated aging is not natural, not healthy and curtails your lifestyle options in your senior years.
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St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 30/01/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
