MOHINI K. MAHADEVIA
CERTIFIED FINANCIAL PLANNER®
About the Author
For over 12 years, Mohini K. Mahadevia has been the trusted guide for more than 150 families on their financial journey. Her practice, initially rooted in personal finance, has evolved to master the intricate world of Estate Planning, serving a diverse clientele which includes individuals, families, UHNIs, corporates & peers from her own industry in B2B partnerships. Mohini’s guidance is backed by her qualifications as a CERTIFIED FINANCIAL PLANNER®, LLB, and CHARTERED TRUST & ESTATE PLANNER®. She is also an established educator, sharing her knowledge with prestigious institutions like NISM, Network FP, and elite colleges in Mumbai. This book is a continuation of her passion for creating accessible content that demystifies money management and legacy planning for all.
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