• Finance professional, Mahesh Pai, has made waves in his financial business over the years. An expert in the field of finance, his clients include HNIs, NRIs and blue chip companies; with an expensive list of some of the top notch HNI clients from various business sectors, entrepreneurs, builders, Resort owners, contractors, architects, doctors, CAs, industrialists and NRIs. His services span across 3 broad categories – Portfolio Management, Loans & Business Development Consultancy.

    Mahesh Pai has been acknowledged as top performer of LIC of India, received Certificate in Financial Planning & Financial Services and is a corporate club member; which is one of highest achievement of LIC of India. He has been recently awarded at the National Level as ‘The Rising Leader of the Year (Financial Consultant)’ at the APS Research Ceremony held in Goa at HardRock 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. Apart from this, he was awarded the Business Goa Award for Corporate Excellence 2016 for the ‘Best Services Company of the Year’. 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.

     

  • 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

     

     

    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