Mohan Financial

After having been in this business for 9 years, Mohan Financial was created in June 2022 by Ashwin Mohan. We set off on a mission to help our clients think BIG & build generational wealth. In just a year and a half, we have grown our vision and relationships significantly. Today, we specialize working with families and individuals in the tech community (Amazon Microsoft Apple Google etc.). We currently serve over 400 households, around the country, and growing. Our vision for 2024 is to take our mission a bit farther. As a team, we strive to provide impeccable service and continue to educate our clients on what thinking BIG & generational wealth truly means. On December 1st of 2023, we decided to take on a limited number of new clients for the 2024 calendar year. In order to continue to serve our families to the best of our abilities we are limiting this to only 45 new households. If you are interested in learning more about our impact in the tech community, please DM us.

?? Sky-High Networking in NYC! Join Mohan Financial and Alignment NY on March 21st for an exclusive evening at 110 Charlton St., featuring their newest penthouse listing. Enjoy refreshments and high-level networking with top professionals from across New York City. At Mohan Financial, we specialize in helping Fortune 500 tech professionals and high achievers strategically build wealth, optimize investments, and create lasting legacies with confidence. We’re excited to connect and share how we empower our clients to achieve their most ambitious financial goals. ?? RSVP here → https://is.gd/COoPu8 Looking forward to seeing you there! ??

At Mohan Financial , one of our core values is helping our clients think BIG! ?? We're excited to kick off this vision with our first event, in partnership with Alignment NY & Mathiew Wilson, on March 20th in the stunning skies of Downtown #Manhattan. ??? We're proud to team up with one of the fastest-growing luxury commercial and residential real estate firms in NYC to bring you an evening of networking, drinks, and stunning views of the iconic NYC skyline. This is an event you won't want to miss! Sign up now through the link below. ??" Link: https://lnkd.in/gunWwEwn

If I were to describe 2024 in one word, it would be “IMPACT”. I have so much gratitude for what we accomplished in 2024 and the foundation we set for this coming year. This past year, we designed our long term vision to focus on helping others build legacy while chasing our goals. We carry that same philosophy into 2025! Both Mohan Financial & Mohan Coaching believe our true impact will be the legacy we help other create and pass for generations to come. Our team and myself are truly excited for what is to come here in 2025.

As we enter the New Year, take a moment to breathe, celebrate your wins (big or small), and focus on what truly matters to you. Whether it’s time with loved ones, quiet moments of peace, or simply making it through; it all matters. Wishing our clients, partners, and friends a year ahead filled with joy, clarity, and success. From all of us at Mohan Financial, Happy Holidays and Happy New Year! ??

2024 was an amazing year for us and we have a long list to be thankful for. In 2024, we welcomed several new households to our firm. Mohan Financial accomplished our goal to become recognized in Forbes and a Top Advisor for a Fortune 100 Company. We also ventured off to chase our vision and striving to help our clients create legacy. Happy holidays from my wife, Kiana Gamble myself, Jerry & Finn. Excited to continue helping others and creating impact in 2025!

As we head into the final stretch of the year, we can’t help but reflect on all that we've accomplished—and the incredible people who’ve made it possible. At Mohan Financial, our success is driven by the trust, dedication, and collaboration of our clients, partners, and supporters. Your commitment inspires us to reach new heights each day. We are truly grateful to be part of your financial journey, helping you think BIG and build the future you deserve. This Thanksgiving, we hope you found time to recharge, appreciate the small moments, and reflect on how far you’ve come. Let’s take that gratitude and keep pushing forward to make the most of what’s ahead! #Gratitude #Thankful #ThinkBig #holidays

Many of my clients don’t know that while I lead Mohan Financial, I am also the CEO & Coach of Mohan Coaching. I started this back in July 2023 out of passion for helping financial advisors create a bigger impact in their community. In August of 2024, my passion became a company. In October, I had the chance to attend the Ben Newman Standard Elite Boot Camp. What was amazing is I attended with one of my friends and coaching client Jesse Corriea. It is exciting to see not only the impact we are making with our clients, but other advisors in the wealth management space. Keep crushing it Jesse ????

Home of the free, because of the brave. ???? On this Veterans Day, we honor the incredible men and women who have dedicated their lives to protecting the freedoms we hold dear. Your courage, sacrifice, and resilience inspire us every day. From everyone here at Mohan Financial, thank you to all veterans and their families for your service and for shaping the future we are fortunate to live.

What an unbelievable experience meeting Tim Tebow at Ben Newman’s Puerto Rico Boot Camp last month. Listening to Tim talk about resilience and purpose inspired me to double down on my own ‘why’ and bring that fire into every conversation, every decision, every day. It was also great to hear about the work his charity is doing around the world and the impact they are creating. Mohan Financial #Leadership #Success #Finance #Mindset