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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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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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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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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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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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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