About Us
Mayank Mundra Financial Services is a boutique investment firm specialising in Goal based planning and distribution of Mutual Funds and Life & Health Insurance products.
We also deal in Direct Equity through Motilal Oswal Financial Services Ltd as their certified Authorised person through our sister concern Manfina Corp.
We Specialise In:
Creating a Goal-based Portfolio consisting of Direct Equity & Mutual Funds.
Mixing Fundamentals and Technical Aspects of Investing; Which we call our Techno-Funda Style.
Focusing on the Right Asset Allocation at the Right time.
Conducting classes on "How to trade and invest in Direct Equity using Technical Set-ups and Risk Management."
Word from the Founder
If one has to look out for retiring early or rather, I should say “achieving one’s Financial Freedom” he/she should do proper cash flow (future and present) planning. As professionals we help people plan for that so as to create a roadmap to achieve Financial Freedom.
– Mayank Mundra
Our Partner
