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Plan with Purpose.
Invest with Confidence.

Financial Planner in Prabhadevi & Dadar for Individuals & Families

Client Testimonial

Trustworthiness

Client Testimonial

Integrity

Customer Focus

Client Testimonial

Innovation

Client Testimonial

Financial Strength

Client Testimonial

Security

Building Your Financial Future, Together

Financial Education

Helping you understand your investments, assess risk with confidence, and build wealth through informed financial choices.

✔️ Simplified investment concepts
✔️ Personalized risk assessment
✔️ Goal-driven wealth building strategies

Smart Investing for Life Goals

We guide you in selecting the right mutual funds to support life’s key milestones, from building wealth to securing the future.
 

✔️ Planning for retirement
✔️ Funding your child’s education
✔️ Optimizing taxes through smart investments

Life Insurance

Investment Process, Simplified
We make it easy to start, manage, and stay invested in mutual funds with complete clarity and ease.
 

✔️ Understanding your needs
✔️ Easy and hassle-free onboarding
✔️ Easy online tracking of your investments

SIP & Automation

Stay invested without stress using automated SIPs designed for steady, long-term wealth creation.
 

✔️ Automatic monthly investments
✔️ Adjustable contribution amounts
✔️ Focused on long-term financial goals

Tax-Saving Opportunities

Helping you understand tax-efficient investment choices so you can save smarter while building wealth.
 

✔️ Effective use of Section 80C
✔️ Planning for long-term gains
✔️ Identifying tax-efficient options

Easy Insurance Management

We help you stay on top of your insurance premiums so your coverage remains uninterrupted and stress-free.
 

✔️ Renewal alerts and reminders
✔️ Assisted auto-payment setup
✔️ Centralised policy management

Our Vision

Protect what you have.

About M3 Financial Services – Trusted Financial Planner in Prabhadevi & Dadar

Grow what you invest.

Secure what matters.

To help you protect your assets, grow your investments, and build lasting wealth with clarity and confidence.
Through thoughtful insurance planning, stock market strategies, and disciplined wealth management, we guide you toward financial security at every stage of life.

Mihir Shah

Get to
Know Me

Mihir Shah - Founder

I help individuals and families make confident financial decisions through clear planning, disciplined investing, and thoughtful risk management. At M3 Financial Services, my focus is on long-term clarity, trust, and building financial security that grows with your life.

Building Financial Strength Together

Financial Management Advisor in Prabhadevi & Dadar

Financial Management

Helping you understand your investments, assess risk with confidence, and build wealth through informed financial choices.

 

✔️ Simplified investment concepts

✔️ Personalized risk assessment

✔️ Goal-driven wealth building strategies

Stock Market Investment Advisory in Prabhadevi & Dadar

Stock Market Investing

Guidance to navigate equity markets with informed decisions and long-term perspective.
 

✔️ Understanding risk & market behaviour
✔️ Disciplined stock investment strategies
✔️ Focus on sustainable, long-term growth

Mutual Fund Investing & SIP Planning in Prabhadevi & Dadar

Mutual Fund Investing

Simplified mutual fund investing designed around your goals and risk profile for long term benefit.
 

✔️ Goal-aligned fund selection
✔️ SIP and lump sum investment options
✔️ Portfolio tracking and periodic reviews

Life Insurance Planning for Families in Prabhadevi & Dadar

Life Insurance Planning

Protecting your family’s future with structured life insurance solutions.
 

✔️ Coverage planning based on goals
✔️ Assistance in selecting suitable life insurance plans
✔️ Ongoing policy support and premium management

Retirement Planning Advisor in Prabhadevi & Dadar

Retirement Planning

Helping you prepare for a financially independent and comfortable retirement.
 

✔️ Retirement goal and corpus planning
✔️ Income planning for post-retirement years
✔️ Periodic reviews as life and priorities evolve

Tax Saving Investment Plans in Prabhadevi & Dadar

Tax Saving Plans

Guidance to help you reduce tax stress and plan investments more thoughtfully.
 

✔️ Identifying suitable tax-saving options
✔️ Balancing growth with tax considerations and incomes
✔️ Long-term, compliant planning approach

Health Insurance Planning in Prabhadevi & Dadar

Health Insurance Planning

Helping you choose health insurance that supports both care and financial stability.
 

✔️ Individual, family floater, and senior health plans
✔️ Coverage planning based on lifestyle and medical needs
✔️ Guidance on policy features, exclusions, and renewals

Health Coverage Management for families in Prabhadevi & Dadar

Health Coverage Management

Making health insurance simpler to manage, understand,.
 

✔️ Policy selection and coverage optimisation
✔️ Renewal reminders and premium assistance
✔️ Ongoing support for plan reviews and updates

Tools & Calculators

Our Story

₹250 Cr+

Assets Under Advisory

Spread across mutual funds, insurance products, and diversified portfolios.

25+ Years

Collective Experience

Experience built across market cycles, regulations, and investor needs.

50K+

Financial Decisions Guided

Structured advice delivered across investments, insurance, and long-term planning.

96%

Successful Client Continuity

A reflection of long-term relationships and ongoing financial engagement.

Testimonials: Trust Built on Success

What they’re saying

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Mihir has a very calm and practical way of explaining finances. He never rushes decisions and makes sure you understand both the upside and the risks. With M3 Financial Services, I finally feel organised and confident about my investments.
— R. Mehta
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What I appreciate most about Mihir is the honesty. There’s no pressure, no pushing products. He focuses on long-term planning and keeps things simple. M3 Financial Services feels more like a partner than a typical financial firm.

— S. Agarwal

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Mihir took the time to understand my goals before suggesting anything. Whether it’s investments, insurance, or tax planning, the advice has always been clear and thoughtful. I trust M3 Financial Services with important financial decisions.

— N. Shah

Testimonials

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Quick Access

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Create your account to invest in mutual funds and equity with guided support.

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Make your health insurance premium payment quickly and securely.

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Manage and pay your life insurance premium with ease for yourself and your family.

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Access your advisor’s digital business card with contact details and quick links.

Business Info

M3 Financial Services provides structured financial planning, investment guidance, and insurance solutions designed to support long-term wealth creation and financial security. 

Location

384, Veer Savarkar Marg,
Kushal House,
Prabhadevi,
Mumbai 400025

Hours

Mon-Fri 10:00 am - 6:00 pm
Saturday 10:00 am - 2:00 pm
Sunday (closed)

Let’s Talk Financial Growth 

Contact us for any questions or inquiries — we’ve got you covered!

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