“The strength of the team is each member. The strength of each member is the team.” Phil Jackson
The Firm has a well-structured team, with pre-defined roles and responsibilities. A structured approach not only aids in delivering services to the satisfaction of clients, but also provides a structured road-map for the professionals.Our Team has always been at the forefront of professional development.
Our firm of chartered accountants represents a coalition of specialized skills that is geared to offer sound financial solutions and advices. The organization is a congregation of professionally qualified and experienced persons who are committed to add value and optimize the benefits accruing to clients.
Direct tax consultancy together with innovative tax efficient strategies, provided by us form an integral part of viable business decisions.
MAHESH A DAVE
MD & Experienced Wealth Advisor
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 Vice President of Mutual Fund Distributors’ Association (MFDA),Ahmedabadand 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 market 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 potential to define the timeliness with which they make decisions to optimize the performance. He is committed to help 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 systematic approach which has always been a reason of utmost satisfaction to the clients. He offers sound financial solutions and advice that help clients achieve their milestone with ease.
He has been awarded 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 firstname.lastname@example.org
“Wealth Management is relatively simple in its most basic concept but very difficult to execute successfully.”
STUTI M DAVE
Chartered Accountant, DIP. IFRS (UK)
CA STUTI M DAVE has been a qualified Chartered Accountant since 2011 and an associate member of The Institute of Chartered Accountants of India – ICAI. She was 7th rank holder during the academics at the State Level and has also secured rank at the University level during her graduation. She has attained Certificate of Diploma in International Financial Reporting Standards(IFRS)- UK and utilize the same knowledge for International Taxation expert advice and NRI Smart planning strategies.
She has expertise as a CHARTERED FINANCIAL PLANNER for Goal based Wealth Planning. She has specialized talent in finalization of annual accounts of companies, business advise, Income tax matters, Certifications, GST compliance assistance, handling various Tax planning issues and solving problems of clients etc. and having rich professional experience in the field of Finance, Accounts, Audit and Taxation.
She provides the support in the field of Information Technology and also manages the affairs of the firm.Stuti has worked with professionally managed corporates in capacity as a consultant in Mumbai.She has experience of handling corporate affairs in different areas. She has advised a diverse range of clients who value her strong listening and problem solving skills.She is a young energetic professional and with her rich experience brings a combination of taxation and technical skills to the task which helps for establishing and running the organization successfully.
She can be reached at email@example.com