Mahesh Rathi | Maxway Financial Services LLP

About

We helps clients with their finance, investment & insurance decisions. As a QPFP®, we helps clients to articulate, prioritize & quantify their financial goals, manage their finances to enable them to save & investment for their goals.Our core vision is financial well being of people. We have a strong belief that tremendous wealth is going to be created in the next 10 years in India, when the economy moves from a $3.5 Trillion GDP to a $10 Trillion economy and the per capita income moves from $2000 to $8000.

Practice at a glance

14

Years of Experience

550

Families Served

₹150

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BFM – Bachelor of Financial Markets

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Plan Retirement

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Mahesh Rathi.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check