About Us
Money Mantri Financial Services is a Mutual Funds Distributor registered with AMFI, which had been providing similar services for over 18 years With well experienced team, to the satisfaction of its clients. We offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & 360 degree online platform for mutual fund investments for domestic clients & 90 degree for NRI clients. We are specialized for five motorizing services (Such as Senior Relationship, Virtual RM, Relationship Manager, Operations team and digital services) for better monitoring of investment services. We serves over 1200 clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive of us.a
Our services are individually designed to meet clients needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios , offer a comprehensive selection of investment alternatives that will suit their Financial goals.
Our Vision
To build Money Mantri Financial Services as a trusted brand in the Financial Services .
Our Mission
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:
- Highest standards of quality at reasonable cost.
- Meeting the general and sophisticated financial goals of our clients.
- Developing, encouraging and rewarding superior performance of our employees.
- Our Motto is to invest your money in mutual funds carefully and safely like own investment.
What we offer
- Mutual Fund
- Fixed Deposit & Bonds
- Life Insurance
- Health & General Insurance
- Financial Planning
- Property Management -Clients Owned
- Tax Filling -Clients Only
- Shares & Stock Broking