MFA was established in 2005 by Mr. Amar Pandit at a time when a lot of product based mis-selling was happening under the garb of 'wealth management'.

Most of the people we met, did not understand what they were being sold. All they wanted to know was "Am I doing ok?".

We decided to create history by demonstrating that one can create a scalable business model in the financial services industry by doing what’s right for the client. The only way to do this was by delaying gratification, taking a long-term view of client relationships, being a thought leader... more...

• We actually deliver the service that big banks and other financial institutions advertise.
• MFA looks to reduce the mental burdens and stress of dealing with financial decisions.
• Our goal is to service a limited number of clients very well; providing superb, responsive services.
• No matter what the financial or life need is, we help clients make better decisions.
• You get the best architect for your home, the best doctor & lawyer, then why not the best advisory firm as well.

If we look hard enough, we can easily draw some parallels between the services provided by a Sherpa and a financial advisor. What does the Sherpa do? When you’re scaling a mountain - he is your GPS, he guides you and ensures that you stay on the path that would help you achieve your goal of reaching the peak of the mountain. Your financial advisor - if he is doing his job right - should be doing something very similar. He should take stock of your goals and guide you as to how they can be achieved while also helping you avoid going ‘off track’ and making costly financial errors. Why do you trust the Sherpa? One word. Experience. He knows the terrain. That same word is why you should have a financial advisor you can trust. Experience is key. more...

Why Do We Exist?

We exist to help our clients take smart decisions. Sometimes that means clarifying their goals, or saving more money or refinancing their loans or paying it off or exercising stock options properly or seeing all sides of a decision before they make a move, or avoiding making a decision based only on the emotion of the moment - or any of a hundreds of other elements. To us the bottom line is: no matter what the financial or life need is, we help clients make better decisions. Our Goals are to: more...

Our Guiding Values & Principles

• Truth, Honesty & Openness
• Continuous Learning & Improvement
• Teamwork
• Integrity
• Thoroughness & Reliability
• Fun & Humour