We are an expert in the field of Finance and Business Consultancy, our clients include HNIs, NRIs and blue chip companies; with an expansive list of some of the top notch HNI clients from various business sectors, entrepreneurs, builders, contractors, architects, doctors, CA, industrialists and NRIs. We have made our clients grow with every Business Coaching session which has made our clients raise their Business in un-imagined profit breaking their past records in a professional way, making them grow personally and financially. Mr. Mahesh Pai is not just a name, it’s a Brand mark for Financial and Business Consultancy. Our services span across 3 broad categories – 1. Portfolio Management 2. Loans & 3. Business Development Consultancy.

We has recently been honoured with Award for “Fastest Growing Business Consultancy Firm in West India” at the India’s Brand & Leadership Award 2018 in the hands of the beautiful Bollywood actress Raveena Tandon at The Leela Ambience, Delhi. The Incredible Goa Awards 2018 for “Excellence In Financial Services” NATIONAL CHOICE AWARD for “EXCELLENCE IN FINANCIAL SERVICES FOR THE YEAR 2017” at the National Level in Hotel Radisson, Delhi. The award was presented to him by the gorgeous Bollywood actress Neha Dhupia. He also bagged one more National Level Award as ‘The Rising Leader of the Year (Financial Consultant)’ at the APS Research Ceremony held in Goa at Hard Rock Hotel. They awarded and recognized his outstanding contribution in achieving the business and financial goals of his clients. The award was presented to him by renowned Bollywood actress Karishma Kapoor. And adding to his proud accolades was the Outstanding Achievement Award for the Year 2017, for the company’s noted contribution to the mortgage business. We were also awarded the Business Goa Award for Corporate Excellence 2016 for the ‘Best Services Company of the Year‘ and many more.

  • Achievements

    • 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”
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Testimonials

 

  • Aldrin Menezes

    Lives in Kuwait
    Works for Baskin Robins as Brand Manager for last 20 years
  • Malcolm Pereira

    Lives in Doha Qatar
    Working as Competence & Performance Management Specialist

     

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  • International Conventions & Holidays

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      Canada Tour

       

       

      Japan Tour

       

       

      South Africa Tour

       

       

      Nairobi Tour

       

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      China Tour

       

       

      Malaysia Tour

       

       

      Sri Lanka Tour

       

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      China Tour

       

       

      Mauritius Tour

       

       

      With Dr. Rizal Naidu from Malaysia

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      Dubai Tour

       

       

      Singapore Tour

       

       

      Kenya Tour

       

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      Hong Kong Tour

       

       

      South Africa Tour

       

       

      Sharjah Tour