Money-Mantra serves advisory in Investments for Individual, family and institutions. At Money-Mantra the culture is to educate the client and subsequently showing them right path hence Invest – Right way has always been our message to our clients. We assist our clients in wealth creation, financial planning, Investments. We understand and analyze people dreams and responsibility and assist them taking appropriate steps. We do investor awareness program for society, individuals and institutions to spread financial literacy. Our target is to achieve excellence in service & advise hence we put lot of effort gaining and sharing knowledge.
We see people at times become too greedy on their investment or even sometime they develop fear due to lack of awareness. Here we act as an advisor by telling them appropriate way and we discuss with them how they can garner potential returns by being discipline and achieve their goals.
Investing is like nurturing the seed with lot of efforts and time with an aim to make it a Tree (WEALTH).
Why Money-Mantra?
- Client centric approach, unbiased & need based advise
- Key pillars: knowledge, competence, ethics and integrity
- We are a firm believer in sell what you would buy
- What we aspire for is: smile in our clients face by helping them achieve their goals and dreams.
Our vision
‘Money-Mantra’ vision is to be most preferred personal finance service brand based on merit.
Our Mission
We strive to see our clients achieve their financial milestones and attain financial freedom at earliest possible stage of their life.
Behind ‘Money-Mantra’
Anup Maheshwari
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.
Anup has received his MBA (Finance) from University of Pune and also holds several certifications from the National Stock Exchange’s NISM platform. He has over 12 years of experience in financial markets, Equity research, stock picking, wealth management and portfolio advice. He imparted lot of training programs for MBA colleges on topic related to Investments. Besides that he regularly conducts Investor Awareness Program for clients and institutions. Apart from his work he is socially connected with Rotary Club of Raipur as an active member since 2013.
What took him to start Money-Mantra?
While working with various Investment firms he came across instances where he has seen many people end up with bad investments despite being good at savings. The possible reason could be lack of knowledge or they get trapped due to mis-selling or improper guidance.
Few thoughts in his mind:
What if there is someone who can guide the best and what is suitable for them?
What if they invest with an objective and get the benefit?
….And then this idea took Anup Maheshwari to a new dimension: Money-Mantra
Awards and Accolades
