MEET THE FOUNDER
Mohini. K. Mahadevia
Having started her journey in the world of personal finance as one of the youngest Certified Financial Planners® over a decade ago, Mohini 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.
Finance and Business Qualifications
- Bachelor of Commerce (Financial Markets) – B.Com
- H.R. College of Commerce and Economics(University of Mumbai)
- Master of Commerce (Business Management) – M.Com
- H.R. College of Commerce and Economics(University of Mumbai)
Legal Qualification
- Double Graduation Degree of Bachelor of Law – LL.B
- K.C. Law College(University of Mumbai)
Certified Financial Planner®
The CERTIFIED FINANCIAL PLANNER credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. CERTIFIED FINANCIAL PLANNER professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.
Chartered Trust and Estate Planner™
The Chartered Trust and Estate Planner (CTEP) offered by the American Academy of Financial Management India is a globally recognized certification in trust and estate planning.
The CTEP curriculum covers a wide range of topics related to estate and succession planning, legal structures, principles, and practices.
