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Text Content

AMFI-Registered Mutual Fund Distributor

AMFI-Registered Mutual Fund Distributor

 * Home
 * About Us
 * Services
   * Mutual Funds
   * Insurance
   * Fixed Income
   * Direct Equity
   * Tax Planning
 * Achievements
 * Media
   * Newsletter / Blog
   * Articles
   * Images
   * Videos
   * eBook
 * P2P Investment
 * Get Credit Score
 * Contact Us

 * Home
 * About Us
 * Services
   * Mutual Funds
   * Insurance
   * Fixed Income
   * Direct Equity
   * Tax Planning
 * Achievements
 * Media
   * Newsletter / Blog
   * Articles
   * Images
   * Videos
   * eBook
 * P2P Investment
 * Get Credit Score
 * Contact Us

Login
Register


Name

Phone Number

Email Address

Register

Login
Register


Name

Phone Number

Email Address

Register
 * Home
 * About Us
 * Services
 * Achievements
 * Media
   * Newsletter / Blog
   * Articles
   * Images
   * Videos
   * eBook
 * Get Credit Score
 * P2P Investment
 * Contact Us

 * Home
 * About Us
 * Services
 * Achievements
 * Media
   * Newsletter / Blog
   * Articles
   * Images
   * Videos
   * eBook
 * Get Credit Score
 * P2P Investment
 * Contact Us

AMFI-Registered Mutual Fund Distributor

Personal Finance Professional |Mumbai, India

We at Money Mantra guide you in y|

Connect With UsOur Brochure





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?

 * 1.Register
 * 2. Risk Assessment
 * 3. Manage Goals
 * 4. Portfolio Creation
 * 5. Save More Money

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

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CONTACT DETAILS

Office No 232, 2nd Floor, City Of Joy Ecstasy, JSD, near Flyover, near Railway
Station, Mulund West, Mumbai, Maharashtra 400080



STAY CONNECTED

viralbhatt@moneymantra.info

+91 9819978955

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Disclaimer

@ 2017-2022 Money Mantra All Rights Reserved.

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T&C

Disclaimer    @ 2017-2021 Money Mantra All Rights Reserved.    T&C

Designed & Developed by Sovereign Digital Agency 

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Welcome To Money Mantra
Founder & Owner
Viral Bhatt
Online
Sales & Business Development
Niraj Taware
Online
Backoffice & Operations
Sonal Gadhvi
Online