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Life Insurance
Explore protection options designed to help you consider your family’s financial security.
Plan with confidence
Make thoughtful choices for your financial future.
Money Max Associate offers personal guidance on insurance and mutual fund solutions, helping you explore options that fit your needs and life goals.
Personal attention. Need-based conversations. Ongoing support.
Your goals, our focus
Mangesh Vijaykumar DoshiInsurance & Mutual Fund Advisor
10 years
of experience serving clients with a relationship-first approach.
InsuranceMutual FundsPlanning Support
About your advisor
Guidance built around your life, not a one-size-fits-all plan.
Hello, I’m Mangesh Vijaykumar Doshi, an Insurance & Mutual Fund Advisor based in Akluj, Maharashtra.
I believe financial decisions should begin with understanding your family, responsibilities, priorities and future goals. My approach is to explain available options clearly, support informed decisions and remain available as your needs change.
Whether you are reviewing family protection, planning for a child’s education or exploring long-term financial goals, let’s begin with a conversation.
How I can help
Solutions for the milestones that matter
Explore these areas with a conversation focused on your circumstances, priorities and eligibility.
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Family Protection Planning
Review family responsibilities and discuss suitable protection needs and priorities.
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Child Education Planning
Think ahead about education milestones and build a plan around your time horizon.
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Retirement Planning
Consider future income needs, lifestyle goals and the time available to prepare.
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Mutual Fund Guidance
Understand investment options, risk considerations and suitability for your goals.
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Policy Servicing
Get help understanding policy-related processes, documentation and service requests.
The Money Max approach
What you can expect
A clear, considered and personal experience at each step.
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Personalized Guidance
Conversations based on your needs and circumstances.
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Need-Based Planning
Start with priorities before discussing available options.
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Simple Explanations
Understand important features, conditions and trade-offs.
✓
Long-Term Support
Stay connected as your goals and responsibilities evolve.
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Service Assistance
Guidance on policy servicing and documentation questions.
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Relationship-Focused
Respectful communication and a client-first approach.
A simple process
Three steps to get started
Good planning starts with listening and continues with regular review.
01
Understand
Discuss your family, current priorities, time horizon and financial goals.
02
Plan
Review relevant options, key features, costs, risks and terms in plain language.
03
Implement & Review
Proceed with informed choices and revisit your plan when circumstances change.
Professional journey
Learning, recognition and continuous growth
Professional development and industry interactions are part of building knowledge and strengthening client service.
Every financial journey is personal.
Let’s talk about the goals that matter to you and explore your next steps.
Let’s talk about your next financial goal.
Start with a no-pressure conversation about your needs and available options.
Get in touch
Start a conversation
Reach out to discuss your questions or request an appointment.
Contact details
We’ll be happy to hear from you.
AdvisorMangesh Vijaykumar Doshi
Phone9767470767
WhatsAppChat on WhatsApp ↗
OfficeMahavir Path, Akluj, Maharashtra 413101
Working hoursBy appointment
Request an appointment
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