About Us

Carefree Retirement is ahmedabad’s first specialized financial planner for retirement planning. Our goal is to provide you best possible solutions to create wealth on retirement and at the same time to make the post retirement transition as smooth and as enjoyable as possible. We work dedicatedly to ensure that your family can maintain an optimum lifestyle in this high inflationary environment and also meet regular financial goals as and when they come; without affecting most important financial goal of retirement planning.

Chetan Upadhyay is a brain-child behind this venture. He is a certified financial planner and possess masters degree in commerce. He is in this field since march 2005 and in these past 13 years, he has witnessed an urgent need of robust financial planning for each and every citizen of india for their own retirement. He fears that in few decades india will be standing at the edge of being considered as an old age country without financial support for their citizen.

Mission

Understanding needs of each individual, making a financial plan that suits him, also making them aware  of Personal financial Life cycle, Investments cycle and Investments behavior through personalized counselling and various training sessions which help them in achieving financial milestones.

Vision

Being a part of social revolution that will create a society with focus approach towards retirement planning and wealth creation,  Not just stop at financial & retirement planning but taking  our clients on a life journey where they can move from ROI (Return on Investments) to ROL (Return on Life) that is Life Planning.