Welcome to Money-Mantra

Invest right way

Money-Mantra is a solution driven initiative to facilitate people taking RIGHT investment decisions. We help people achieve their Dreams. We discuss with people about their goals in life and provide appropriate solution. We assist our clients in wealth creation, financial planning, Investments. Our expertise in the Investment and portfolio support our aim to make people successful in their investment decisions. Get in touch for our Mantra…!!

About Me

Anup Maheshwari is a Founder and Financial Planner/ Investment Advisor at Money-Mantra, he aspires to achieve clients’ goals.

Prior to Money-Mantra he was working as Senior Equity Analyst at Naman Securities, Mumbai researched on stocks across sectors. Before that he worked as Equity Research Analyst at KR Choksey, Mumbai; doing research on stocks pertaining to automobile and FMCG sectors. During his tenure with KRC he has got few opportunities to interact with Kishanbhai Choksey on various aspect of Stock market, sector and companies. He started his career with Centre for Monitoring Indian Economy (CMIE), Mumbai as an Information Officer where he imparted trainings and interacted with analyst, Investment bankers, portfolio advisor, bankers etc.

Quote

“It’s not your salary that makes you rich, it’s your spending habits.”
― Charles A. Jaffe

Quote

Tip for successful investor:

“कम आओगे तो कमाओगे, रोज आओगे तो रो जाओगेI”

What people say

A good financial planner is critical to portfolio management, Anup as a planner has played a vital role in making me understand the investing principles along with making my investment work wisely. As an astute planner, he brings wisdom beyond years and has answers to all my queries all the time. I feel very confident when he is taking decisions on my behalf and I believe my association with him will go a long way.

Abhiney Singh Managing Director, Brighton International School

I am doing investments in Mutual Funds through SIP since last several years and have obtained good returns. Big credit goes to my Financial Advisor Mr Anup Maheshwari. His services are very fast and he has deep knowledge about Mutual Funds. He has made a very good portfolio for me.

Rahul Dubey, IIT Guwahati IIT Tutor

What has helped Rohan, can help you as well…for your life goals

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