Mahesh Kaware an AMFI Registered Mutual Fund Distributor and Certified Financial Planner, leads Investoplus. He is passionate about helping individuals and families simplify their personal finances, manage debt, build wealth, and achieve financial well-being.
We construct a personalised financial Strategy, which aims to achieve the financial goals of the client, So that clients can have time and money for things they wish to pursue.
Our strategy of Goal Based Investing intends to achieve financial success, instead of chasing short term market returns, have worked wonders for the clients. So, even if it is for child education or child marriage or a retirement corpus, Goal Based Investing would make a person’s financial dreams come true.
Investoplus with its years of experience in financial markets and proven track record of
helping individuals achieve their financial success has consistently delivered on:
Investoplus with its years of experience in financial markets and proven track record of helping individuals achieve their financial success has consistently delivered on:
Eliminating trial & errors with investors money
Helping align lifestyle to live worry free
Ensuring financial wellbeing so that individuals can focus on family and profession
Bringing real transformation in financial matters rather than cosmetic ones
How will inflation hit my investments?
How can I achieve financial freedom to pursue my passions in life?
How much life insurance do I need, and how do I best get it?
How much should I save for my retirement?
What is the ideal health insurance for my family?
How can I make my money work hard for me?
Like we need a good doctor to take care of our health, we need a good financial planner to take good care of our hard-earned money. I got in touch with Mahesh during covid-19 situation and was doubtful about how we will manage to plan our funds. I found Mahesh thorough professional. He set up the zoom meetings and discussed about the various aspects of the funds managements etc. With his help we could plan for our daughter's education and further important milestones in our lives. His presentations were concise and to the point. I am looking forward to having a long association with him.
My investments were primarily into bank fixed deposits and insurance policies, some of were sold by known acquaintances. Mr Mahesh Kaware has made us understand that Protection and Investment has to be separate and cannot be clubbed together. For investment one can look at Mutual Funds & for Protection one can use Insurance He has made mutual funds’ investments simple, this has helped me in understanding MFs in better way, and this has created trust and positive perspective towards Mutual Fund investments. I am now more confident about my personal finances.
Being a Chartered accountant, I do understand the complexities of financial markets and its products very well, but due to time constraint I cannot manage my portfolio. Hence, I have chosen to seek a professional services of Mahesh Kaware, who is known to me for the last 12 years. His expertise and attention to detail with which he has handled my financial portfolio is excellent. I must say, I am very happy that my funds are invested judiciously.
We are absolutely delighted with Mahesh's financial recommendations. We have never had this kind of experience in the past with financial advisers and this is the kind of service we have been looking for. It’s nice to have one place to come to, without being too large or institutional. He is always contactable, courteous & helpful and always encourages asking questions and opinions on his recommendations. We have no doubt in recommending Mahesh's financial services to anyone wanting to achieve better financial outcomes and we will continue recommending him to any of our friends and family.
Before moving to India from Doha I have been consulting Mahesh for few years for my Mutual Fund Investments randomly. He is now my go to person as far as my personal finances are concern. I feel my finances and investment are in control due to his personalised supervision. He is confident and patiently addresses all the queries raised by me. I have recommended his services to my brother and other family members and wish to continue my association lifelong.
Products & Services
Investment Products &
Goal Based Investing
Insurance Solutions
Retirement Solutions
Investoplus
ISRA, Mahavir Millennium,
Vasant Vihar
Thane -400610
+91 9819398744
mahesh@investoplus.in
Mahesh Kaware ISRA, Mahavir Millennium, Vasant Vihar Thane -400610
+91 9819398744
mahesh@investoplus.in
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