Mahesh Kaware

Mahesh Kaware Email and Phone Number

Founder and Certified Financial Planner @ Investoplus
Thane
Mahesh Kaware's Location
Thane, Maharashtra, India, India
Mahesh Kaware's Contact Details

Mahesh Kaware personal email

About Mahesh Kaware

I am Mahesh Kaware, Certified Financial Planner and Founder of Investoplus.As Financial Planner & Founder of INVESTOPLUS, I would like to assure Professional, Objective and Simplified Service with best Interest of Client.Based on analysis of client’s current financial situation i.e. income & expenses and assets & liabilities, his/her Financial Goals are defined & executedWe prefer Financial Planning & Goal Based Investing approach to achieve financial goals, instead chasing the returns from Market.So, 1. While you working hard for your money, does your money also working hard for you?2. Would you like to create a financial life, which is simple, robust and you have always dreamt off?3. Would you like to be stress free as far as money matters are concern, so that you lead a happy life with your loved ones?If your answer is YES to any of the above question,I assure you that we will work very closely in achieving your dreams of Financial Goals, Wealth Creation, and Building Retirement Corpus etc. You can reach out to book consultation via Email id: mahesh@investoplus.in; Whatsapp/Mobile No: +91 9819398744Prior to starting of Investoplus, I have worked at various leadership roles for about 20 years with distinct names in Financial Services Industry like Sharekhan, Motilal Oswal, Aditya Birla Money, Reliance Money, and JM Financial. My experience of handling various financial products and being part of wealth creation of clients during this term will surely benefit my Investoplus Journey.

Mahesh Kaware's Current Company Details
Investoplus

Investoplus

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Founder and Certified Financial Planner
Thane
Website:
investoplus.in
Employees:
4
Mahesh Kaware Work Experience Details
  • Investoplus
    Founder And Certified Financial Planner
    Investoplus
    Thane, Mh, In
  • Investoplus
    Founder & Certified Financial Planner
    Investoplus Jul 2020 - Present
  • Jm Financial
    Vice President Equity Broking Group
    Jm Financial Aug 2017 - Jul 2020
    Mumbai Area, India
    Franchisee Business - Acquisition & Business Development
  • Motilal Oswal Financial Services Ltd
    Vice President Broking & Distribution
    Motilal Oswal Financial Services Ltd Jul 2016 - Jul 2017
    Mumbai, Maharashtra, India
  • Reliance Money
    Regional Head
    Reliance Money Nov 2013 - Mar 2016
    Mumbai Area, India
    Responsible for Sales & Product Penetration of Gold SIP product 'Reliance My Gold Plan' through Distribution Channel ;IFA, National distributor, Group National Distributors
  • Mcx Stock Exchange Ltd.
    Marketing & Business Development
    Mcx Stock Exchange Ltd. Dec 2012 - Nov 2013
    Mumbai Area, India
    -Responsible for Managing National Broker/ Exchange Members relationship.
  • Aditya Birla Money Ltd
    Regional Head - Franchisee
    Aditya Birla Money Ltd Sep 2010 - Jun 2012
    Franchisee Acquistion & Franchisee Business Development
  • Motilal Oswal Securities Ltd
    Avp-Business Associate Group
    Motilal Oswal Securities Ltd Feb 2004 - Aug 2010
    Selection and appointment of new Franchisee/Business Associate for both Online & Offline business, based on pre- determined parametersDeveloped and pursued acquisition of retail franchisee and broadening the branch network of MOSL in untapped markets. Responsible for revenue/profitability generation of all the acquired franchisee
  • Sharekhan
    Relationship Manager
    Sharekhan Apr 2001 - Jan 2004
    Was aprt of Online Sales Team handling HNI Client Acquistion & Relationship.Also handled Sales of Online Broking terminal- Power Broker

Mahesh Kaware Skills

Business Development Capital Markets Equities Mutual Funds Commodity Financial Markets Wealth Management Management Sales Team Building Derivatives Amfi Certified Crm Team Management Ncfm Certified Financial Planning

Mahesh Kaware Education Details

Frequently Asked Questions about Mahesh Kaware

What company does Mahesh Kaware work for?

Mahesh Kaware works for Investoplus

What is Mahesh Kaware's role at the current company?

Mahesh Kaware's current role is Founder and Certified Financial Planner.

What is Mahesh Kaware's email address?

Mahesh Kaware's email address is ma****@****ail.com

What schools did Mahesh Kaware attend?

Mahesh Kaware attended Simsr - Kj Somaiya Institute Of Management & Research ,mumbai, Mumbai University.

What skills is Mahesh Kaware known for?

Mahesh Kaware has skills like Business Development, Capital Markets, Equities, Mutual Funds, Commodity, Financial Markets, Wealth Management, Management, Sales, Team Building, Derivatives, Amfi Certified.

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