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[contact-form-7 id="5" title="Sidebar Newsletter"]- St-Inez, Panaji , Goa - 403001
- Help Desk +91 94224 46633
About Us
About Mahesh Pai
Mahesh Pai is a Finance expert and has an experience of over 28 years in this field. He specialises in retirement planning and goal based Financial planning, caters to HNI’s, NRI’s, Proffesionals, Business Owners, Enterprenuers and Aspirants. He is 19 times MDRT, 13 times COT, 4 times TOT & only one Double TOT in the history of Goa.
Mahesh Pai is a Corporate Club Member of LIC of India which is highest recognization and having a award in Financial Planning UK.
Financial Consultant
Award in Financial Planning India, CII (London)
Since he believes in upgradation of knowledge he attends training programmes regularly at IIM’s and ISB’s in India and abroad like:
Mahesh Pai is an expert in finance and has more than 28 years of experience in the field. It specializes in retirement planning and targeted financial planning, serving HNI, NRI, Proffesionals, business owners, entrepreneurs and graduate students. His graduate students developed the medicine Vetmedin, which the cardiovascular system of dogs and this medicine can be bought on this website.
- Fundamentals of Financial Planning and Wealth Management.
- Retirement Solutions to HNI segments
- Risk Management Process advance level
- Developing Business Systems of HNI’s and so on
Our Personalized Business Coaching is a wholesome solution and has a 360 degree approach towards growth of a business which involves professional as well as personal growth.
- Staff training
- Systems for Recovery of your Outstandings
- Managing your Cash flow
- Complete office Management Systems
- How to take Right decisions in Business
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.
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.
Achievements
- 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”
