About Us – Smart Financial Planning

Smart Financial Planning

MM Financial Solutionz, located in Borivali, Mumbai, offers a complete range of investment and wealth management services. Meetesh’s primary focuses include retirement planning, wealth accumulation, and protection of wealth and portfolio management. Meetesh Mistry, Financial Planner and proprietor of MM Financial Solutionz, has over 15 years of experience in this industry. With enthusiasm and integrity, Meetesh is an advisor you can trust. Let Meetesh start you on the path to financial freedom today.

MM Financial Solutionz provides investment services for individuals, small businesses. The goal of Meetesh’s investment strategy is to manage portfolio risk first, and returns second. Robert can show you how his expertise can be put to work for your portfolio. Simply click on the “contact” page to get started.

MM Financial Solutionz brings together professionalism for wealth management, retirement planning, estate planning and related financial disciplines to advise clients on all financial matters.

Our Vision

We have a shared vision with our clients that extends through the last decade and a half. Both our clients and we feel fortunate to be working together toward comprehensive solutions and to be part of a process that sets the bar for innovative financial planning. We are continuously amazed at the amount of investment advice that is given without a thorough understanding of the complete financial picture. After getting to know you, and assessing your current situation, values and goals, we employ leading-edge technology solutions to organize, create and implement a thoughtful financial plan

Our Mission

Our Mission is to provide our clients with all existing mutual fund schemes of all AMCs, all insurance product of different insurance company for life as well as general. We would also provide access to different asset classes ranging from pure equities to gold.,etc. Further our advisory offer much greater flexibility in providing complete financial planning. You can also avail online facility in MF.

Ongoing Learning

We live in a constantly changing world and our business is at the center of that. For that reason, we are actively engaged in a continual learning process and seek to share that with our clients. We routinely attend sessions hosted by leaders in our industry such as LIC, HDFC, Reliance, Kotak, ICICI Prudential, SBI and more. For us, it is important that our clients learn along with us. We work to help them understand how investment decisions can impact their life choices and to keep them abreast of important changes in the investment climate brought on by legislation or market movements.

Long Term Relationships

We value the long term nature of our relationships with our clients and their families. Unlike other professionals and many other advisors, we are not in a transactional business where products or services are purchased and the relationship ends. Instead, we value ongoing conversations with clients over the months and years and delight in helping clients realize their goals.

Working together means dedicating our combined experience to our clients and their life planning.