Our Services
Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to invest in securities like stocks, bonds, money market instruments, and other assets.
Insurance
Insurance is a contract, represented by a policy, in which an individual or entity receives financial protection or reimbursement against losses from an insurance company. We aim to provide you best suitable insurance as per your need based analysis which may help you and your family leave peacefully on uncertain financial protection.
Fixed Income
Fixed income products solutions can support your aspirations with a reliable stream of income. its very important to balance your portfolio with proper asset allocation and we do assure you to provide best suitable fixed income products like debt mutual funds, fixed deposits, NCD’s, bonds,P2P etc.
Direct Equity
Direct equity investing is all about long term growth. When one buys stocks, he/she becomes part-owners in that company. This way one becomes eligible to share both profit & loss made by the company.
Tax Planning
Tax planning is the analysis of a financial situation or plans to ensure that all elements work together to allow you to pay the lowest taxes possible. We help you with the best tax planning services to reduce your tax liabilities and optimally utilize tax exemptions, rebates, and benefits as much as possible.
Our Services
Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to invest in securities like stocks, bonds, money market instruments, and other assets.
Insurance
Insurance is a contract, represented by a policy, in which an individual or entity receives financial protection or reimbursement against losses from an insurance company. We aim to provide you best suitable insurance as per your need based analysis which may help you and your family leave peacefully on uncertain financial protection.
Fixed Income
Fixed income products solutions can support your aspirations with a reliable stream of income. its very important to balance your portfolio with proper asset allocation and we do assure you to provide best suitable fixed income products like debt mutual funds, fixed deposits, NCD’s, bonds,P2P etc.
Direct Equity
Direct equity investing is all about long term growth. When one buys stocks, he/she becomes part-owners in that company. This way one becomes eligible to share both profit & loss made by the company.
Tax Planning
Tax planning is the analysis of a financial situation or plans to ensure that all elements work together to allow you to pay the lowest taxes possible. We help you with the best tax planning services to reduce your tax liabilities and optimally utilize tax exemptions, rebates, and benefits as much as possible.
Who We Are?
Money Mantra offers a unique approach to helping individuals to reach financial success. Your financial growth are the most important aspects of our business. Good financial advice and sound investment selections are available to any individual that has taken the time and expended the energy to acquire even modest wealth. However, financial security does not happen by accident. You spend long hours making you successful, but often have little time to plan or fully understand where or how to best invest your individual wealth or retirement savings.
How It Works?
Simply begin by filling an easy form online. Our website protects your privacy and your information is safe with us.
Periodic risk assessment to minimise risk to your portfolio and readjusting the portfolio according to macroeconomic trends and patterns.
We will help you assess your goals and assign financial priorities.
A financial portfolio unique to your goals will be created which comprises of asset classes suited to your risk profile, goals and lifestyle and needs.
Our consultancy and expertise in financial product selection will also help add to your savings.
What Our Clients say
Anything related to Finance or Investments, Viral is the Man I look forward to. The best part is his ability to empathize with his clients. He thinks from your point of view and suggests plans. All this topped up with a superb response time makes him a trustworthy partner in Financial planning. Skys the limit for Money Mantra”
– Sandeep Kotak.
“Knowing Viral since long, he is really trustworthy and in this field getting Genuine investment advice is really admirable. Mr. Viral is driven with Ethical values hence keeping trust and investing money with available options are good thing to start. His Vast knowledge in financial segment helped me a lot in deciding my investments. I recommend Viral for all your financial needs.He will definitely help you out to Grow Your Money”
— Saumil Parmar
It is refreshing to work with a professional who is truly interested in the client’s needs, circumstances and preferences. Money Mantra has not only been instrumental in helping me investing, but also in comprehensively making a goal based investment plan for me. They have advised me for more than 8 years and their professional, ethical and caring demeanour elicits my trust and respect. I gladly recommend their services to all.
— Satyen Pandey
