Money Mantra at a glance !
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.Financial security, tax reduction and inflation protection all take time to plan and expert knowledge to successfully achieve. This success is necessary today to guarantee your future, your business’s future, and the future of all those who depend on your investment decisions. Money Mantra strives to create financial freedom for the clientele. We are committed to being informed, educated, and experienced in managing your financial affairs.
We at Money Mantra take care of your financial life right from the basics of doing budgeting, maintaining networth, making tax efficient, sound investment decisions and being tax compliant to aligning your savings such that your future financial aspirations and commitments are met. With comparative analysis, consistent implementation and continuous monitoring, we take away the fears associated with the financial markets so as to build growth oriented investment portfolio.
Empowering families to a better tomorrow by Securing & Enhancing their Financial health.
To be the most Admired name in Financial Planning & Wealth Management.
| About the founder
Mr. Viral Bhatt, who developed a keen interest in tracking and understanding of financial markets, macroeconomic concepts right from his teens, decided to pursue a career in the finance space right from the beginning. He took the first step by completing “Certified financial planning” from an International college of financial planning in 2007. He has worked in various domain’s under the financial umbrella at Bajaj Capital and Karvy wealth, before taking an entrepreneurial leap in partnership with his colleague. Starting something on his own was always on his radar, and it finally materialised in 2014, when he started Money Mantra, his venture which helps clients to attain financial well-being.
He kept on adding skillsets on the way by attaining specialised certifications from various industry bodies such as-
Derivatives and capital markets – NISM
Retirement readiness certification – NISM
Certification on Insurance – IRDA
In an industry where miss-selling, unfortunately, is a common phenomenon, and mutual funds are sold as just products without keeping the bigger picture in mind, Viral set out to create a differentiation. He set an example and demonstrated that financial advice has to be selfless and attaining clients goals has to be given the utmost importance. He also pioneered the use of technology and social media amongst personal finance professionals which helps him to keep in touch with his clients on a regular basis and educating them on important aspects
He is also part of an elite industry body – Network FP, where he has lead various task forces and brought about innovations beneficial to the fraternity at large.
His achievements were noticed by eminent publications across the country, who approach him to seek his views on important financial events. Viral can often be seen in television channels like zee business, CNBC Bajar, and Money9 and also in various newspapers like economic times, free press journal, Mint, the business standard for his advice and views.
| Business Development Manager & Operations
Miss. Sonal G Gadhavi – Business Development Manager & Operations at Money Mantra
Sonal manages all backend-related office operations. She has always played major roles in preparing Product MIS, Product Support & Sales Support. She has been certified with Staff training and a Financial Goal Planner course. She loves cooking and listening to music as well.
| Business Development Manager
Miss. Priya Kotak – Business Development Manager, Money Mantra.
Miss Priya is managing business development. She has completed her bachelor’s degree in the financial market as well as certified with BSE courses and NISM certifications.
She has also worked with a well-known Financial Planner and likes to make sketches & paintings.