We Are
Money Manthan
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. Other services like Personal loan Kota, Jaipur, Udaipur. Home Loan Kota, Jaipur, Udaipur. Mortgage loan Kota, Jaipur, Udaipur. Business loan Kota, Jaipur, Udaipur. Mutual fund Kota, Jaipur, Udaipur. Credit card Kota,Jaipur, Udaipur, ICICI, SBI, HDFC, INDUSLAND, SIP Kota, Jaipur, Udaipur, Systematic Investment plans Kota, Jaipur, Udaipur.
Be genuine. Be nice. Know Your Investment
We Are Experts and we care about your Future Security | Protection | Privacy
Private Consulting
Get personalized advice from licensed experts, when and where you need it.
Save Money
We're here for the moments you hope for and for the ones you might not expect.
Coffee With Us
As your financial advisor, we always have your back.
We're Perfect at
Money Manthan
Our technology helps you get the returns you deserve, and our licensed experts are here to talk if you need them. We don't get paid to sell certain funds, and we don't have funds of our own. That means we'll do what we believe is right for you.
What We Can Do
We Offer
Retirement Planning
Planning for retirement brings up a lot of questions. Let's answer them together because we believe you deserve to live the retirement you want.
Investment Planning
We start with your goal, the reason you're investing. Then, we make various recommendations: risk level, amount to invest, and type of account.
What you get
The new way means unlimited access to personalized advice. We make tailored recommendations on decisions like how much to invest and how much risk to take on in your portfolio.
Our commitment
We don't get commissions for recommending funds, and we don't have funds of our own. That means we do what we believe is right for you.
Helping Small Businesses
Smart Cash Flow Management
Every deposit and paid dividend is used to automatically rebalance your portfolio, which can minimize taxes.
Statements
Online access to account activity, quarterly statements, and annual tax forms.
Diversified Portfolio
We invest the trust in a risk-adjusted, globally diversified portfolio of low-cost ETFs.
Returns
Use performance graphing and visualization tools to understand the long-term potential returns of your trust.