Mahesh Maruti Chavan
Partner (B. Com, MBA in Finance, NISM, QPFP Certified Professional)
Mumbai & Navi Mumbai
mahesh@i4investments.in
9821899211
About me
I started my career as a Stockbroker with my Partner Manoj Malve in 2008. With the continuous learning we shifted our business model from products to need based investment approach. We currently serve more than 300 families and manage their financial lives.
Testimonial
Happyness Factory for me is Roadmap to become a HappyRich Advisor. HF has a superb support team and assists me on all aspects of my business. It saves my 80% back-office work and has also helped greatly helped me to change my conversation with Client beyond Returns and products. I would like to say that if anyone wants to become a Life Planner for their clients, do meet Happyness Factory Team.