Mani Joseph

I help people achieve financial well-being by better organizing their finances and helping them set their house in order. Achieving financial well-being requires a strategy in place and we help people by setting an optimal strategy for them. We specialize in solving Problems/ Constraints that arise in achieving the laid-down strategies. We count Retirement-planning strategies as one of our principal forte. I have been passionate about spreading financial literacy and have conducted many such sessions at various corporates like Ekologie Forte, State Bank of India, Bank of Maharashtra, GST Bhavan to name a few. Lokmat Times and Divya Marathi, etc have been a few media publications where I have contributed my ideas and thoughts. I have trained hundreds Mutual Fund Distributors for their NISM VA exams. Also, I was a CFP training and guided aspirants in passing CFP. Also, was a trainer for NPS for various govt. bodies including District Collectorate Office and for Bank managers of PSU banks