Who We Are
We are Investment Experts
We started with a simple idea
Company Overview
We created Money Manthan because we believed that people's money should work as hard for them as they worked to earn it. By combining proven investment strategies with technology that drives down costs, we believed that people would finally have a way to make the most of their money.
Our commitment
The new way of managing money puts you first
We're a fiduciary, which means we act in your best interests. We're not incentivized to recommend certain funds, and we don't have our own investment products to sell. That means we'll do what we believe is right for you.
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Happy Clients974
Cups of Coffee
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Team Members
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Satisfaction
The thing that makes us different
We are Here to Help
At Money Manthan, you have access to a wide range of investment management services to help you reach your goals. And you’ll have access to a variety of investment strategies, investment advice, and the ability to regularly monitor and re-balance your portfolio.
At Money Manthan, we believe in putting investors first. We champion investors and those who serve them because we believe everyone should have the opportunity to achieve great financial outcomes.
We see the world through your eyes. We get to know you and your needs before we make investment recommendations. We offer guidance, insights, and support no matter what type of account you have.
We see the world through your eyes. We get to know you and your needs before we make investment recommendations. We offer guidance, insights, and support no matter what type of account you have.
We take a modern approach to investing. We believe in asking questions, being engaged, and taking ownership of your future.
We measure ourselves not only by what we do, but by how we do it. Every action and decision is based on building trust and seeing things through the eyes of our clients.
We measure ourselves not only by what we do, but by how we do it. Every action and decision is based on building trust and seeing things through the eyes of our clients.
We believe investing should be done on your terms. So even if you want to manage your investments yourself, you can access our expert research, insights, platforms, and service specialists to help you when you need it.
Make all the decisions on your own
Take advantage of our online tools, extensive research, expert insights, education opportunities, and dedicated support to help you make informed and timely decisions about your investments.
Rely on a professional when you need to
Meet with a Schwab Financial Consultant to evaluate your current portfolio and, if needed, help you make adjustments so you’ll have a plan that addresses your long- and short-term goals.
Make all the decisions on your own
Take advantage of our online tools, extensive research, expert insights, education opportunities, and dedicated support to help you make informed and timely decisions about your investments.
Rely on a professional when you need to
Meet with a Schwab Financial Consultant to evaluate your current portfolio and, if needed, help you make adjustments so you’ll have a plan that addresses your long- and short-term goals.