Welcome to Money Mantra Investments

If you are looking for an ethical, experienced & expert Wealth Management firm, to manage your hard-earned Money and help you achieve your financial goals, then you have come to the right place.

India’s premium Wealth Management Service
that works for your Goals

We are a leading private Investment Planning & Wealth Management Firm from Maharashtra, India. We specialize in conducting accurate Diagnosis of your financial health and managing your investment portfolio to help you achieve your financial goals. We offer personalized Investment Solutions to Individual investors, High Networth clients and Non Resident Individuals (NRIs).

Since 2007, we have helped more than 1500 families reach their financial goals.

We have a strong belief that tremendous wealth is going to be created in the next 10 years in India when the economy moves from a $ 2.5 Trillion GDP to a $10 Trillion economy. We want to position Money Mantra Investments as a personal CFO and vehicle for our clients and their families to benefit from this wealth creation journey.

We welcome this opportunity to learn more about your financial goals and mutually discover if we could be fit for you.

We have something to be proud of:

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Happy Clients
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Years Experience
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Brand Partners

Money Management is not easy… Leave it to the experts !

Why choose us?

Dedicated Research

Face to Face Relations

Value Added Services

Financial Calculators to Plan for your Goals

Get the app & Invest
hassle free


Invest in Mutual Fund schemes.


Access to hand picked list of selected funds


Check your portfolio anytime anywhere.

Download the App Now!

Would you like to start investing with us?

With so many different options, investing with us is simpler and
more straightforward than ever before.

Would you like to start investing with us?

With so many different options, investing with us is simpler and more straightforward than ever before.


What our clients say ?

Amit Mathur

Thank you for helping me and my family plan and manage our financial goals. Your service levels are faultless and advie is rooted in genuine customer needs.

Gagandeep Bakshi Director - Intellecap Advisory Services Pvt. ltd

I would like to acknowledge the contribution of Money Mantra in my mutual fund investment since 2006 and would highly recommend them. Over the years they have helped me in my investment and insurance needs. Their expertise has assisted me in creating a diversified portfolio with good returns. I have recommended a number of my friends and family to Money Workshop and they also are very happy with the service. I look forward to many more years of mutually rewarding association with them.

Amit Kumar

We thank you for the work you have done for us over the past years. The attention with which you have handled our financial affairs could not be faulted. May you prosper along with your clients.


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