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Investing for enduring prosperity

Financial solutions that are tailored to match your risk appetite and your life stage

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Protect Your Inheritance. Secure Your Legacy

Expert estate planning guidance to help you protect your inheritance and plan your succession

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THE FACE BEHIND SOLUFIN®

Mohini. K. Mahadevia

M.Com | CTEP | CFP | LLB

Having started her journey in the world of personal finance as one of the youngest Certified Financial Planners® over a decade ago, Mohini Kirtan Mahadevia has carved a niche for herself working with individuals, families, and corporates for their investment needs in different capacities and through different products.

She has forayed into estate planning and legal advisory in the last few years and also undertakes various teaching assignments relating to her areas of practice.

She strives to create a sweet spot between investments, consulting and education to make an impact on as many families as she can.

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Growth

Our Financial Solutions

Financial Planning for Goal Setting and Roadmap

Give purpose to your savings by setting clear and specific financial goals. We suggest investment products to help you achieve your personal financial goals.

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Wealth Management and Investment Solutions

Our decade-plus experience-driven wealth management strategies ensure that we select the perfect investment options for your unique requirements.

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Mutual Fund Solutions and Portfolio Construction

We guide you on the best investment plans such as whether to do an SIP or lumpsum, manage risk, optimize tax, create regular income, curate personalised portfolio etc.

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Insurance Analysis and Tax Consultation

Choose from a range of insurance options including term life, health, household, pet, and professional liability coverage. Optimize tax concessions and enhance investment returns.

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Financial Solutions for Retirement Planning

Start the conversation to ensure a financially independent and comfortable retired life for you and your loved ones. An early start can help achieve your retirement target easily.

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Financial Solutions for NRI Investors

Participate in India’s growth story by investing in tax-efficient, non-resident-friendly products. Explore shares, mutual funds, ETFs, and local investments in overseas markets.

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Our Estate Planning Solutions

Will Making

Protect your assets for your desired heirs from legal issues which include red tape, legislation, and disputes by making a Will that clarifies your wishes.

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Create a Trust

Create a customized plan that caters to your specific family structure and wealth. Using wills, trusts, holding patterns, nominations, asset segregation, etc.

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Power Of Attorney

Ensure access to assets, and resources, and implement financial decisions by appointing a trusted representative. Conditionally hand over powers to a trusted individual.

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Estate Planning

Create a customized plan that caters to your specific family structure and wealth. Using wills, trusts, holding patterns, nominations, asset segregation, etc.

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General Consult

Get access to the appropriate legal professionals or resources to address your specific situation. Gain insights to make decisions regarding your legal matters.

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Document Drafting

Curate documents such as non-disclosure agreements (NDAs), affidavits, indemnity bonds, and more so you don’t have to navigate complex legalese alone.

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Training

Training & Education

Team Mentoring

We provide training modules for your team to equip them with comprehensive knowledge of financial and legal products.

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Estate Planning Mastery

Our immersive training module equips you and your team with the knowledge and tools needed to excel in this critical area.

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Corporate Workshops

Our workshops are designed to equip your workforce with practical knowledge, tools, and strategies to navigate their financial lives.

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Investor Awareness Programs

These engaging sessions are designed for diverse groups, including residents of housing societies, club members, professionals, etc.

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University Lectures

Our expert faculty, including our founder, brings unparalleled expertise to college campuses across Mumbai.

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Content Creation Services

Our team of skilled writers, designers, and creators collaborates to produce high-quality content tailored to your audience and platform.

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Get in Touch

Client Testimonials

I am very satisfied by the services provided by SOLUFIN®. Mohini is very thorough and meticulous at her legal work. Always eager and hardworking to find the best solution for her clients.

-Nimish Vora

Working with SOLUFIN® has given me a lot of clarity and confidence about my money management. Mohini answers my queries patiently while also educating me to set financial goals, choose investments and ensure safety.

-Priyal Merchant

SOLUFIN®‘s personalised advice helped me understand complex financial concepts with ease and made decision-making a much more easy & confident process for me. Thanks to them, my finances are in much better shape and I feel much more secure about my overall future financial standing.

-Hemali Bavishi

I had a great experience with SOLUFIN®. They were very helpful and made sure that we were provided all the information needed and also explained the entire process to us patiently. Highly recommended for anyone seeking legal services.

-Vignesh Pandit