Consult with CFP Mahesh Kaware

Experienced Wealth Manager and Certified Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Fundamental Analysis,Corporate Finance, Portfolio Management, Wealth Management, Valuation, Financial Planning and Investment Banking. Consult with me on:

  • Financial Planning

  • Insurance Planning

  • Stock Market Trading & Investing

  • Commodity Trading

  • Mutual Funds

About CFP Mahesh Kaware

Certified Financial Planner

Mahesh Kaware

Mahesh Kaware is Certfified Financial Planner & AMFI Registered Mutual Fund Distributor, a detail-oriented and meticulous professional. His financial acumen and career skills have grown over the past 20 years from the time he led various verticals of some of the biggest names in the Indian finance market such as Sharekhan, Motilal Oswal Investment Services, Aditya Birla Money, Reliance Money, and JM Financial. The exposure to managing retail and HNI client portfolios of these brand have given him a keen insight to the needs of the investor and to the complex workings of various financial products available in today’s market.

How Does it Works

Its a Simple 3 Step Process

  • 1) Book a 1:1 consultation with Mahesh

  • 2) Our team with get back with the date, time & details of the call

  • 3) Have a 1:1 consultation with the expert and get answers to all your questions

Why Koppr

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  • Transparency

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Consult Now with CFP Mahesh Kaware

50% off for 1st 100 consultations


  • Why should I consult a Certified Financial Planner?

    Consulting a certified financial planner is important because he/she is a compliance expert to effectively assess your current financial situation and goals Will help you develop a comprehensive plan that addresses your major areas of financial concern: retirement, college planning, insurance, avoiding estate tax, etc. One must hire a CFP for following reasons: ✔️ Investment growth ✔️ GST return filing ✔️ Year-end reporting ✔️ Investment Planning ✔️ Minimizing income tax ✔️ Insurance planning ✔️ Other compliances required

  • How does an online CFP consultation work?

    Consulting a CFP online is very simple and an effective way of getting professional advice. 1) You book an consolation with the CFP 2) We schedule a call 3) Speak with the expert and get answers to all your questions

  • How do I make best use of this session?

    Keep a list of questions and relevant documents handy with you. Make sure you ask specific questions so that our expert can guide you in a precise manner.

  • What should I do if I need regular advice from an expert?

    Our team will be happy to assist you with custom packages wherein you can book multiple sessions with our experts.