Client Testimonials
Listen to what professionals say about Mandar:
Santosh Ambike
Chartered Financial Accountant
“Financial planning is an art and a science. Science, because it requires financial knowledge, numerical ability and art, because it it requires the skill set to engage effectively with different clients, comprehend their requirements and translate them into sound financial planning.
Mandar has been a Financial Services Consultant to me for several years and undoubtedly has a great balance of the science and the art in his capability. His pleasant demeanor and affable style in conversations is an added advantage. He focuses strongly on understanding his clients’ requirements, risk profile/appetite and recommending to them a fit for purpose strategy before recommending a portfolio of products.
Mandar also has a strong service oriented approach over any sales driven approach which differentiates him from so many of his peers that I’ve come across over many years. He has provided excellent advice and service and is usually right in making a call on the direction of the investment environment.
It’s great to have Mandar as an adviser and I am glad to recommend him.”
Sameer Deorukhkar
Asset Manager
“Mandar is one of the most hardworking, honest and knowledgeable financial professionals that I have dealt with.
I would say his biggest strength is that he ‘listens’ to his client. I say this with certain authority because I myself am a senior financial professional/banker with over 26 years of industry experience.
Mandar’s ability to understand both my family’s unique financial needs and my own, and subsequently source and structure a bespoke investment solution speaks volumes about his understanding of the subject matter.
Currently, he has assisted me on a myriad of financial and legal instruments ranging from insurance to legacy planning. Thanks to Mandar, I now have a will in place, as well as the Lasting Power of Attorney (LPA).
I have no hesitation in recommending Mandar to anyone who is in need of a seasoned insurance and investment advisor and someone who will always prioritize his client’s financial needs first.”
Jean Paul
Marketing Director
“I think we all need someone credible, knowledgeable and trustworthy to advise us on how to grow our finances. Mandar is a person who has been advising me and making my money grow for the last 3 years. I feel a lot of people can benefit from his advice and services.
All his decisions on my investments are knowledge based, and I also find that he doesn’t sell me constantly. Instead, he freely shares the information and his recommendations with me.
Do not hesitate to get in touch with him in the case that you want to make your money grow.”
Saket Gore
Chief Executive Officer
“Client’s interests first and client’s interests always” is Mandar’s motto!
He has successfully managed our family’s investment, insurance and legacy planning needs since 2015. Mandar’s advice & suggestions are balanced, with a fine blend of medium & long term perspectives.
He is well read and explains the activities of financial world in simple, uncomplicated words. I always smile at his wise words – “Don’t borrow to invest, don’t over leverage, save for a rainy day and sleep well”.”
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Services
Wealth Creation
Investment | Education Costs | Savings | Retirement
“My clients like to know what’s happening. Whether it’s about equities, securities, technology or a host of other fields, I maintain a steady stream of updates on what’s going on to ensure that my clients are regularly informed about my thought process. These crisp five-minute reads might consist of the current market situation, a streamlined view of specific sectors, my viewpoints and conjecture, as well as other material.
My approach to investing always begins with a snapshot. Before a sound road map can be drafted, it’s crucial to define unknowns such as investment liabilities, current savings, and goals or milestones amongst other things.
Perhaps you are interested in generating passive income, or building an additional income source. You might be planning for your childrens’ future education, or your own retirement. Understanding the goal is key to maintaining an objective, impartial attitude. After that, other factors such as dispersible income, surplus and time frames come into play for the planning process.
My investment process involves going directly to the root of the problem and educating the client with more than a simple yes or no. Providing causality, reasoning and explanations on the market sentiment that fuels events are crucial for improving the client’s ability to make the right decision in their finances.”
Wealth Protection
Hospitalization | Critical Illness | Personal Accident | Disability | Death
“Nothing in life comes without an aspect of risk. Not planning means exposing yourself and your finances to dangers that you may not have taken the time to fully understand.
These hazards can take a host of forms (whether they be sickness, debilitations, critical illness or disabilities) and having liabilities on top of that exposes a vulnerability. Should something unforseen or untoward happen, your family would be the one bearing the costs of this burden.
Oftentimes it’s wiser to pass the risk to an insurer so that you are able to enjoy peace of mind.”
Wealth Preservation
Wills and Trusts | Lasting Power of Attorney | Estate Planning | Business Succession
“When any one of us leaves this world, we leave a legacy behind- whether we like it or not.
When it comes to hard-earned money, you don’t want it to fall into the wrong hands. There’s no drawback to having a well-structured system in place to ensure that the transition of assets is as seamless as possible.
Take the time to ensure that your money will be passed on to the loved ones for whom it is meant.”
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About Me
Achievements and Recognition
Today, Mandar has over 250 clients. As of 2023, Mandar has also achieved the Top of the Table (TOT) award for 3 years in a row. This significant feat carries with it the most distinguished recognition possible in the realm of Financial Advisory. Simultaneously, it also connotes the highest standards and quality in an adviser’s counsel, trust, and integrity.
Currently, he is an alumnus of both the University of Mumbai, and holds a Masters in Finance from the City University of New York (CUNY).
Mandar has gleaned a breadth of experience across his professional career. Beginning by working for blue chip multinationals across India, his migration to Singapore marked the commencement of an exciting position as a Regional Manager- SAARC with Compuware. During his years as an IT Sales professional, he acquired a wealth of experience from established firms such as Microsoft, IBM, and Informatica NCR amongst others.
His personal and professional lives converged when he found his career niche in the financial industry. Apart from being a certified legacy planner, Mandar maintains a keen awareness of financial products and services. His market cognizance arises from a combination of interest, knowledge, and experience.
Mandar’s current role at Forte is an extension of his personal conviction that proper financial planning is essential in helping one achieve his or her personal aspirations. These attributes seal his position in the financial advisory domain, where he demonstrates promising results right from the start.
Public Events
Mandar is a life member of the Maharashtra Mandal Singapore (MMS) and maintains good rapport with a variety of organizations and communities including (but not limited to) the Hindi, Gujarati, Tamil, Kanada and Telugu associations.
Aside from being one of the speakers at an ICAI Singapore event, he has also participated in carnivals by NPS International. Furthermore, he has also played a role as a key sponsor of events such as Bandwidth Bollywood.
Mandar also served as a key member of the ‘Singapore Welcomes Modi’ event in 2015. As part of the core committee, he led the registration team of around three hundred volunteers who facilitated over twenty thousand participants at the event.
ICAI Speech
‘Singapore Welcomes Modi’ Event
NPS International Fair
Bandwidth Bollywood Giveaway (Apple Watch)
ICAI Giveaway
Bandwidth Bollywood Giveaway
Earlier Journey
Mandar was born to a simple family in Dombivli, India, that prioritized guidance and values. He began his life in the company of educators- both his mother and his father respectively served in academia over the course of their careers.
An entrepreneurial youth, Mandar built his own businesses over the course of his early life. Ranging from media houses to interior design and other trades, he brought his flair for business across territories from Pune to Mumbai. Mandar is also acquainted with places like Delhi, Chennai, Bangalore, and Hyderabad.
Mandar recalls a time when he too experienced tumultuous life changes and uncertainty when he relocated from India to Singapore in 2004, .
“I had originally only planned to reside in Singapore for two years.
However, as time passed by, the decision to settle down in Singapore and get married was made. Relocating was a challenge in itself- attaining my Permanent Residency (PR), paying off mortgages and managing my career amongst other tasks. My own savings journey started with attempting to generate a passive income for myself.
At the time, I had not been exposed to insurance- I did not know of any adviser who could help me to plan my finances. It took a great deal of time, thought, learning and exploration on my own to get to where I am today.
Incidents such as the 2008 subprime mortgage crisis reminded me that transactional use of money might not be sufficient. I was earning a dependable salary at the time, but I had no mentor or long-term view.
I had nobody to communicate with, or to provide guidance on how to maneuver the crisis. I was happy making double digit percentage returns, but if I had had someone by my side to explain the power of investments, compounding and discipline to me, I would have fared far better in my financial journey.
Having a nine to five job and then also needing to understand the market, its direction, and simultaneously building trades was exhausting. Rather, something I did not know back then was that it was more important to have a disciplined approach such as investing monthly.
I’ve been through this journey. I understand the anxiety and risks which come with being in the market. It’s been almost twenty-two years since I started this career, and the journey has been a constant process of adapting and evolving.
Right now, I aim to share your journey with you- to nurture your portfolio and ensure that you benefit from my knowledge.
Don’t fret if you’re going through this journey alone right now. I’m here to offer my guidance.”
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Forte Group is a branch representing Manulife Financial Advisers. We prioritize integrity and honesty in the interest of creating constant value for our clients.
In creating unique mutual experiences, Forte aspires to build long-lasting relationships together with you.
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