Wealth & Financial Advisors
Dave Fintech Wealth & Financial Advisors was established by MR. MAHESH A DAVE with the aim of providing best services in the Finance Industry. Our organization has been helping families and institutions reach their financial goals and objectives for over 30 years. We have been rendering a multitude of services over the past 30 years, especially in the field of Finance. The firm has grown and evolved over time, but has remained true to its core founding principles of providing clear, objective advice and a high level of personal service.
Our Services
A financial advisor is someone who pays close attention to his client’s life plans and goals, so when a financial plan is drawn out, it is customized to the person’s specific needs.
Estate and business succession planning are subjects that many people have a difficult time discussing.
We provide services to improve the business performance and add value to the operations of our clients.
Tax planning will help you pay less income tax. Something everyone wants. But smart tax planning will help you boost your portfolio.
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If you want to discuss your business with our expert consultants, please schedule a meeting through this contact form
WHY WE
Leave Your Financial Decisions To Us
Customized services
A financial advisor is someone who pays close attention to his client’s life plans and goals, so when a financial plan is drawn out, it is customized to the person’s specific needs. Apprehensions, if any, can also be taken into consideration and treated with the utmost seriousness so when the final plan is created, it aims to satisfy all the client’s requirements.
To achieve your goals in a systematic manner
Short-term goals like an international trip or upgrading the car are different from long-term goals like retirement planning. The importance of financial advisor comes to the forefront when they evaluate the client’s expectations and devise a plan that caters to these specific requirements keeping in mind his income, budget and tax obligations among others.
