I am Mahesh Chavan, NISM Certified Investment Advisor, Author and the Co-Founder of Marathi Paisa.
Back in 2008, when I started this company, I had one and only vision – “Creating Wealthy Investors” but after 12 years of my Practice with more than 2000 Clients I came to know People didn’t want to become Rich but also they want to become Happy Rich.
Being a Certified Investment Advisor wasn’t one of my top goals starting out. In fact, for a long time, I was a Stock Broker, But the struggle I faced due to Loss in Stock Market Trading (or rather, the lack of Right Knowledge) turned me into a natural financial advisor.
From last 12 years we are helping 223+ families in their Financial Life & also studied 100+ books on Financial Planning.
Many Small & Retail investors Started their Stock Market Investment Journey without knowing anything about Stock Market.
We identify the whole situation and then with a Chartered Accountant’s Guidance help them effectively reduce the Tax Liability.
Financial Wellbeing is that state of being wherein a person is making the most efficient use of financial resources, is in a position to absorb any financial.
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.