Jayesh Pankaj Matani ↗️ 🇮🇳

Summary

Compound Interest is the eighth wonder of the world! One who understands it always stays well on the financial front, one who doesn’t always struggle to manage their finances. So, if you know about that, then you are at the right profile. And If you don’t know about that, then definitely you have arrived at the right profile. So let me tell you something: My name is Jayesh Matani and I’m the Co-Founder and CEO of Matani Financial Services. I help millennials and busy executives in providing solutions to achieve their financial security and manage risk when dealing with their personal finances. We also help startups by mentoring them, helping them raise funds at seed & angel stage. For way too long, the age demographic has been neglected by the financial services industry, I am here to help change that. Let’s face it - life in your 30’s, 40’s, and 50’s can be hard and harder, especially with the growing technological advancement and shortening career spans. You have multiple jobs like marriage, kids, a new home, starting a business, paying for daily expenses, etc. Managing all of these is tough and figuring out how to accomplish them financially can be a challenging task. As per a recent survey, 83% of Indians haven’t planned for their retirement; 11% rely on their children’s, 13% on some business & rental income, whereas, 29% are comfortable with pension & provident funds! I know You don’t have the time nor do you want to have to learn about taxes, investing, the best accounts to use, etc. Your time is best spent doing what you love! That is why I am here! To help you figure out how to use your resources to live the life you want. Isn't that the goal? To live the life you have dreamed of? Since formally founding Matani Financial Services LLP, in the last one year, I have helped over 125+ happy clients across the world. We were operational since Aug 2017 as a one-person company under the name of Lotus & Maple Solutions. We meet our clients where they are in life and show them the intersection between 'personal' and 'finance' so they can ultimately live the life they want. ➡️ If you want to learn more: You are welcome to connect with me or reach out to me at ifa.matani@gmail.com We are based in Mumbai and cater to our clientele worldwide Outside my working hours, You can find me doing several things: I spend time with my family and friends. I hang out with them, I’m a travel enthusiast and I love exercising. You can reach out to me for any public speaking events, coaching, virtual financial seminars/investor awareness sessions.