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[contact-form-7 id="5" title="Sidebar Newsletter"]- Kamat Grand, Behind Caculo Mall, Panaji, Goa - 403001
- Help Desk +91 94224 46633
About Us
About Mahesh Pai
Mahesh Pai, the visionary founder of Mahesh Pai’s Financial Hub is a distinguished finance expert with over 28 years of experience. Specializing in retirement planning and goal-based financial strategies, Mahesh serves a diverse clientele that includes High Net Worth Individuals (HNIs), Non-Resident Indians (NRIs), professionals, business owners, entrepreneurs, and aspirants. His deep expertise has enabled countless clients to achieve financial independence early in life, while his innovative techniques have successfully guided many out of challenging debt situations.
Mahesh’s remarkable achievements under Financial services include being a 19-time MDRT (Million Dollar Round Table) qualifier, 13-time COT (Court of the Table) achiever, 5-time TOT (Top of the Table) awardee, and twice recognized as a Double TOT in the history of Goa for consecutive years. These awards reflect his commitment to excellence and dedication to his clients’ financial success.
A Corporate Club Member, which represents the highest level of recognition in the industry, Mahesh also holds an esteemed award in Financial Planning from the UK. He also has a trustworthy personal mentor who helps him be the best version of himself. Passionate about continuous learning, he regularly attends advanced training programs at prestigious institutions like IIMs and ISBs, both in India and internationally. These programs include:
- Fundamentals of Financial Planning and Wealth Management
- Retirement Solutions for HNI Segments
- Advanced Risk Management Processes
- Developing Business Systems for HNIs
Financial Consultant
Award in Financial Planning India, CII (London)
Mahesh Pai’s relentless pursuit of knowledge and excellence empowers him to deliver innovative financial solutions that are tailored to the unique needs of each client, ensuring long-term financial security and growth.
About Medha Pai
Medha Pai is the Chief Advisor and has been associated with Mahesh Pai’s Financial Hub for over 25+ years. She is renowned for her deep understanding and knowledge of Financial planning through equity and debt instruments. She is also a member of the Million Dollar Round Table (MDRT) USA, NISM certified which is established by SEBI, holds a license to provide health insurance and general insurance, AMFI registered and also holds a certification in Financial Planning & Financial services offered by Chitkara University, Chandigarh.
She is a firm believer of ‘Investing without consulting a financial planner is like taking a medicine without a doctor’s diagnosis’ and is on a mission to provide financial peace of mind by helping clients achieve their goals and dreams.
About Megha Pai
Megha Pai is a dynamic and accomplished financial professional with a Diploma in Financial Management from the International Business Management Institute in Berlin, Germany. She is a Certified Financial Planner (CFP) from Chitkara University and holds an MBA from the India Europe International Business School. Megha has also completed the NISM Series V-A Certification, solidifying her expertise in mutual funds distribution, and earned a Premiership in Business Management from the Indian Council for Technical Research and Development.
A young mind with fresh perspectives, Megha is passionately committed to empowering people and especially senior citizens with financial literacy. Her mission is to help them manage their finances prudently, ensure their capital remains protected, and guide them in avoiding scams. She firmly believes that financial health is as vital as physical health. Megha’s empathetic approach and innovative strategies make her a trusted partner in financial wellness for the golden years.
Outside of her professional pursuits, Megha is deeply committed to creating a positive impact in the community, blending her expertise with her compassion to guide individuals toward a secure financial future.
About Manas Pai
Manas Pai, the youngest consultant at Mahesh Pai’s Financial Hub, where he leverages his expertise in portfolio management to drive exceptional results for clients. As a SEBI-registered PMS distributor, Manas has demonstrated a keen understanding of equity markets and a knack for navigating complex financial landscapes.
With a passion for numbers and a commitment to delivering value, Manas focuses on tailoring investment strategies that align with his clients’ unique goals and aspirations. Currently pursuing his master’s degree from one of the Asia’s top Universities in Hyderabad, he continues to enhance his knowledge and skills, ensuring he stays at the forefront of industry trends.
With a passion for numbers and a commitment to delivering value, Manas focuses on tailoring investment strategies that align with his clients’ unique goals and aspirations. Currently pursuing his master’s degree from one of the Asia’s top Universities in Hyderabad, he continues to enhance his knowledge and skills, ensuring he stays at the forefront of industry trends.
Achievements
- Business Goa Award for The Business Consultant of the Year 2024
- International Glory Awards 2023 for Financial Consultant of the Year, presented by Kangna Ranaut
- International Brilliance Award 2022 for Entrepreneur of the Year in Financial Services
- The Incredible Goa Awards for “Excellence In Financial Services”
- India’s Brands and Leadership Award for “Fastest Growing Business Consultant”, presented by RaveenaTandon
- Goa State Best Brand Award for “Best Business Consultant of the Year”
- National Icon Award for “The Best Icon of the Year (Financial Services)” presented by Sunil Shetty
- NATIONAL CHOICE AWARD 2017 at National level for Excellence in Financial Services presented by Neha Dhupia
- THE RISING LEADER OF THE YEAR 2017 at National level for Best Financial Services Company presented by Karishma Kapoor
- Outstanding Achievement Award for the year 2016 / 17 for our contribution to Mortgage Business (Loan Sector)
- Awarded as Services Company of the Year 2016 by Business Goa Magazine.
- Major clients businessmen, builders, architects, contractors, doctors, jewellers, CA’s, industrialists, NRIs.
- Member of MILLION DOLLAR ROUND TABLE (MDRT) USA, World premier organization of Financial Professionals, having achieved Highest level called Top of The table (TOT)
- Top performer having Corporate Club membership of LIC of India
- Part of India’s Top most club of LIC and Honoured at The Taj Mahal Palace Mumbai
- Awarded for excellence in Future of Financial Planning at Mumbai
- Successfully completed the 10 months course titled “TRANSFORMER” in “BUSINESS DEVELOPMENT AND PERSONALITY”
