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WHO WE ARE

Money Mantra Investments is a niche, professionally managed & investor centric financial planning & investment advisory company managed by Mr.Yogesh D. Bulbule, [MBA (Finance)] a certified Investment Planner from Latur, Maharashtra.

We had formed Money Mantra Investments on 15th August 2007 to create awareness among retail investors about financial planning & mutual funds and today we stand proudly as the most efficient service provider for all the financial products & services including the new age financial instruments like mutual funds, debentures and other investment & insurance products. The core speciality of our company is the financial planning services like – Investment Planning, Cash flow Planning, Tax Planning, Insurance Planning, Children’s Future Planning, Retirement Planning, Goal Planning etc.

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Years Experience
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Happy Clients
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Winning Awards
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AMC Partners

WHY CHOOSE US

Dedicated Expert

Face to Face Relation

Comprehensive Reports

  • Post Purchase Services
  • 100% Transperency
  • 24×7 Portfolio
  • Web Tracking

OUR SERVICES

WHAT WE OFFER

Mutual Funds

Mutual Funds are a type of funds in which the investors park their surplus cash through SIP or Lump sum mode of investment
Insurance

Choosing the right life insurance policy where you will invest your money on can be very tiring and stressful
Tax Saving

Get the peace of mind you need to live well
Bonds

An estate plan is the process of planning for the orderly administration and disposition of property after the owner dies.

CHOOSE YOUR GOAL

Wealth Creation

Higher Education

Grand Wedding

Happy Retirement

World Tour

Own Big House / Car

TESTIMONIAL

What our clients say?

Amit Kumar

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

Amit Kumar

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

Amit Kumar

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

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    About Us

    Money Mantra Investments is a leading Financial Services Distribution Firm from Maharashtra. Currently serving more than 4500 individuals, families and institutions around the world. The core speciality of this organisation is Mutual Fund Distribution.

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    Get In Touch

    • 1st Floor, Rathi’s Town Center, Above Metro Showroom, Opp. Town Hall, Main Road, Latur – 413512
    • +91 97978 97972
    • support@moneymantraonline.com

    Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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