Retirement Planning
Planning for long-term financial independence through suitable asset allocation, income planning and portfolio review.
Built on trust.
Designed for your future.
Build. Preserve. Transition.
Choice Securities helps individuals, families and businesses build structured investment portfolios through research-led selection, disciplined allocation and long-term financial relationships.
Serving investors since 1995 · Mumbai
OUR RESEARCH ECOSYSTEM
Relationship-led advice, supported by a research-driven ecosystem.
Choice Securities is a business partner of Motilal Oswal Financial Services, a financial-services group with a research-led heritage dating back to 1987. This relationship gives our team access to a wider ecosystem of market perspectives, company research, sector analysis and long-term wealth-creation studies.
Research is an important input, but not an automatic recommendation. At Choice Securities, each opportunity is considered in the context of the investor’s goals, risk profile, liquidity requirements, existing portfolio and long-term priorities.
Research-Driven Perspective
Company analysis, sector research and market insights help our team evaluate investment opportunities with deeper context.
Long-Term Wealth Creation
The emphasis is on disciplined decision-making, business quality, sustainable growth and avoiding short-term market noise.
Suitability Before Selection
Research helps form a view. The client’s complete financial picture determines whether an opportunity belongs in the portfolio.
Ongoing Review
Investment views and portfolios are reviewed as businesses, markets and family priorities evolve.
Motilal Oswal’s equity research and investment thinking includes long-running initiatives such as the Annual Wealth Creation Study and frameworks centred on Quality, Growth, Longevity and Price.
Since 1995
Established
₹3,000+ Cr
AUM/AUA
3,000+
Client relationships
50+
Investment partners
OUR PHILOSOPHY
A different kind of wealth-management relationship.
- Long-term relationships over transactions
- Advice in plain language
- Allocation suited to the investor
- Research-backed decision-making
- Ongoing portfolio review
- Transparency at every step
Most investors are presented with individual products. At Choice Securities, we begin with the complete financial picture — the family, existing assets, goals, liquidity requirements, risk tolerance and long-term priorities. We then help clients make structured decisions across public markets, alternatives, fixed income, global assets and wealth transition.
The relationship does not end with a recommendation. Portfolios are reviewed as markets move and family priorities evolve, and advice is explained clearly enough that every generation of the family can take part in the conversation. It is an approach built on three decades of relationships, judgement and market experience.
Build
Grow wealth over the long term through disciplined allocation and appropriate exposure to growth assets, matched to goals and time horizon.
Preserve
Manage risk through diversification, liquidity planning and income assets, so the portfolio maintains purchasing power through market cycles.
Transition
Support continuity across generations through succession conversations, estate considerations and next-generation involvement, in coordination with qualified professionals.
WHO WE SERVE
Wealth Solutions for Every Journey.
Entrepreneurs & Business Owners
Planning around business concentration, liquidity events and cash flow — building personal wealth that stands apart from the operating business.
HNIs & UHNIs
Multi-asset portfolios with considered manager selection, risk oversight, global exposure and alignment with long-term family priorities.
Family Offices
Consolidated portfolio thinking, governance support, clear reporting, asset allocation and intergenerational continuity.
Next-Generation Investors
Portfolio education, modern investment access, global opportunities and disciplined allocation, in continuity with family values.
PRODUCTS
A broad product platform for diversified portfolios.
- Direct Equity
- Mutual Funds
- Portfolio Management Services
- Alternative Investment Funds
- Private Credit
- Fixed Income & Bonds
- Real Estate
- Global Investing
- Commodities
- Insurance
OUR INVESTMENT FRAMEWORK
We evaluate fund managers before we evaluate products.
Our process is designed to filter noise, compare opportunities and recommend investments suited to the investor’s risk profile, liquidity needs and long-term objectives.
01
Understand the Investor
Begin with the investor’s goals, family context, existing assets, liquidity requirements, time horizon, risk tolerance and tax considerations.
Begin with the investor’s goals, family context, existing assets, liquidity requirements, time horizon, risk tolerance and tax considerations.
WEALTH SOLUTIONS
Solutions designed around your life, family and wealth.
Estate & Succession Planning
Helping families organise wealth transition, succession priorities and continuity across generations in coordination with appropriate legal and tax professionals.
Wills, Nominations & Documentation
Supporting clients in reviewing nominations, ownership records and essential documentation so their financial affairs remain organised and easier for families to navigate.
Goal-Based Investment Planning
Aligning investments with specific goals, time horizons, liquidity needs and risk tolerance.
Portfolio Review & Consolidation
Reviewing existing investments across products and platforms to improve clarity, alignment and oversight.
Tax-Aware Investment Planning
Considering applicable tax implications while evaluating investment structures and portfolio decisions, in coordination with the client’s tax advisers where required.
Insurance & Risk Protection
Reviewing protection needs across life, health and other relevant risks as part of the broader wealth plan.
Global Investment Planning
Evaluating international diversification opportunities based on the client’s residency, objectives, risk profile and applicable regulations.
Liquidity & Cash-Flow Planning
Balancing near-term liquidity requirements with long-term investment objectives.
Intergenerational Wealth Planning
Helping families create greater clarity around ownership, communication, governance and long-term wealth transition.
ABOUT US
Experienced people, aligned with your interests.
An established, family-led wealth-management firm helping individuals, families and businesses invest, preserve and transition wealth across generations.
Rajeev Nadkarni
Promoter, Chairman & Managing Director
MFM – JBIMS
Having over 41 years of experience in Corporate Finance and Wealth Management, Rajeev Nadkarni has worked with leading corporates and financial institutions, building strategy and client advisory capabilities. Under his leadership, the company has evolved into a trusted, client-focused financial-services firm known for innovation and growth.
Tushar Ghelani
Director & CEO
Ashish Shah
Director
Rhea Nadkarni
Vice President
INSIGHTS
Perspectives on building and preserving wealth.
Portfolio Construction
Why asset allocation does the heavy lifting
Individual product choices matter less than how a portfolio balances growth, income, liquidity and protection over time.
Manager Selection
Reading a fund manager, not just a factsheet
What we look for when evaluating investment teams — philosophy, process, consistency, risk controls and transparency.
Wealth Transition
Preparing wealth for the next generation
Wealth transition works best when it starts early — education, structure and shared family conversations all play a part.
CONTACT
Let’s begin with a conversation.
Speak with our team about your investments, portfolio or long-term wealth priorities.
Telephone+91 98203 00100
Office309, Shah & Nahar (Worli) Industrial Premises, Worli, Mumbai, Maharashtra 400018
Start a conversation. The CHOICE is yours.
Speak with our team about your investments, portfolio or long-term wealth priorities.
+91 98203 00100
309, Shah & Nahar (Worli) Industrial Premises, Worli, Mumbai, Maharashtra 400018