CA Hardik Mavani

IFI Wealth Max Private Limited•Mumbai

512, Skyline Wealth Space C2, Kirol Rd, near Dmart, Vidyavihar W,

Mumbai, 400086

512, Skyline Wealth Space C2, Kirol Rd, near Dmart, Vidyavihar W, Mumbai, 400086

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About

Hardik is the founder and CEO of IFI Wealth Max Private Limited and has diverse experience in the financial services industry especially in Investments, Financial Services, Insurance, Business Consulting, Tax Planning and System Integration. Hardik is the key architect of IFI Wealth Max Private Limited growth. By his vision, skills, outstanding commitment, in depth knowledge & strong analytical skill he efficiently assures flawless operations of the company. Hardik holds a Chartered Accountancy (CA) degree from ICAI and has a Bachelor degree in Commerce from Gujarat University.

Practice at a glance

Years of Experience

200

Families Served

₹0

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Government Staff

Language Spoken:Hindi, Gujarati, English

Qualification Completed

CA – Chartered Accountant

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

SEBI Registered Research Analyst

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives 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

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with CA Hardik Mavani.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check