As a Certified Financial Planner (CFP®), I help individuals and families achieve their long-term financial goals through structured and personalized planning.
With over 9 years of experience across real estate, legal, and financial services, I provide guidance in retirement planning, investments, tax planning, estate planning, and risk management. I focus on creating tailored strategies based on each client’s unique needs, goals, and risk profile.
I believe in building strong relationships through trust, transparency, and clear communication. My approach is simple: help clients make informed decisions and achieve financial clarity and confidence.
I am committed to maintaining the highest ethical standards and continuously upgrading my knowledge to serve my clients better.
Practice at a glance
9
Years of Experience
500
Families Served
₹35
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, Marathi, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
354987
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF
Complimentary Services
Get any of the free services to experience working with ANANDRAJ MAHOR.