About Us

  • mahesh pai

    Mahesh Pai

    Financial Consultant

    Award in Financial Planning India, CII (London)

    mem-of

  • Mahesh Pai is a Financial Consultant over 23 years, specializes in Catering to the HNI’s and Aspirants. He is a Member of Million Dollar Round Table (MDRT) USA, having achieved highest label called Top of the Table (TOT). Mahesh Pai is a Corporate Club Member of LIC of India and having a award in Financial Planning UK.

    Since he believes in upgradation of knowledge he attends training programmes regularly in India and abroad like:

    • 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