MAHESH A DAVE has been a Qualified and very well experienced Wealth advisor since 1989 and is a Founder of Dave Fintech Wealth Advisors. He is the President of the Mutual Fund Distributors’ Association (MFDA), Ahmedabad, and is having rich professional experience of over 30+ years in the field of Finance and Investment advisory. His knowledge and understanding of Financial and Capital markets is Supreme.

He is focused on developing talent and ensuring that the privileged role of trusted advisor remains core to the client service experience. He Analyses financial information obtained from clients to determine strategies for meeting clients’ financial objectives and Manages client portfolios, keeping client plans up-to-date.

He has the ability to provide business owners with a real-time view of their financial performance and has the potential to define the timeliness with which they make decisions to optimize performance. He is committed to helping his clients to leverage new technologies to grow their businesses and structure their affairs in a better way. His versatility has a key role in rendering varied services with accuracy and a systematic approach which has always been a reason of the utmost satisfaction to the clients. He offers sound financial solutions and advice that help clients achieve their milestones with ease.

He has been awarded a CERTIFICATE OF ACHIEVEMENT from all Top Mutual Fund AMCs for consistent and Excellent Performance over a long period. CUSTOMER SATISFACTION = SUCCESS.

He can be reached at mdmaheshadave@gmail.com

“Wealth Management is relatively simple in its most basic concept but very difficult to execute successfully.”