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Money-Mantra serves advisory in Investment & Finance 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.
Its like nurturing the seed with lot of efforts and time with a aim to make it Tree (WEALTH).
 
Why Money-Mantra?
Client centric approach, unbiased & need based adviseKey pillars: knowledge, competence, ethics and integrityWe are a firm believer in sell what you would buyWhat 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.
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, is a Founder and Financial Planner/ Investment Advisor at Money-Mantra. I aspire to achieve my 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.  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 9 years of experience in financial markets, Equity research, stock picking, wealth management and portfolio advice. He imparted lot of trainings program 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 as member.
 
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 get trapped due to mis-selling or improper guidance.
Few thoughts in his mind:
How if there is someone who can guide their best and what is suitable for them??
How if they invest with an objective and gets the benefits?
….And then this idea took Anup Maheshwari to new dimension: Money-Mantra
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Successful people do any work keeping goal in mind; same implies to investments. We are into Financial Planning and provide goal specific solutions. It’s much more fruitful for people if they invest as per their family goals. This also helps them understand whether their savings & investments are adequate enough to meet the goal. Incase their current investments are not sufficient so it’s alarming for them to raise the investment amount whenever they have surplus.

We put lot of effort in interacting with our clients and understanding about their exact requirement. We tell them simple and powerful ways how best they can align their goals by streamline their investments.

Additionally we also put efforts for their financial awareness by organizing Investor awareness program. Our passion keeps us updated in the subject and supports our aim to achieve excellence in client servicing. Our experience tells that if you are early and regular investor then you are less dependent on borrowed money.

  • Financial Planning
  • Investments
  • Term Insurance
  • Health Insurance
  • Tax Planning

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  1. Mutual Fund
  2. Fixed Deposit
  3. Equity

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