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About Us

Mantri Nivesh, owned by Mr. Purusottam Mantri is a Mutual Funds Distributor approved by AMFI, and we've been helping people with similar services for over 22+ years. We provide a variety of products like financial planning, wealth management, tax consulting, insurance, and mutual funds. Our clients include over 800+ people including individuals, corporate groups, and regular investors. Our main goal is to give people independent, high-quality, and personalized services to help them make the most of their money.

We design our services for each person based on their needs, and we regularly check to make sure we're helping them reach their financial goals. We talk to each client to understand their situation, what they need, and any worries they might have. Then, we create a special plan for them that includes different ways to invest their money, all aimed at helping them achieve their financial goals.

Mission

Our mission is to provide accessible and personalized financial services, empowering individuals across India to achieve financial success. We are dedicated to offering expert guidance, making financial services available to all, and ensuring every Indian can turn their financial aspirations into reality.

Vision

Our vision is to become the leading force in shaping a financially secure and prosperous India. We aim to set new standards in the financial industry and be the go-to partner for those seeking financial stability, growth, and success, contributing to a brighter future for our clients and the nation as a whole.

Values

Our core values include accessibility, empathy, trust, innovation, excellence, collaboration, and social responsibility. We are committed to making financial services accessible to all, understanding our client's unique needs, building trust through integrity, driving innovation, and striving for excellence.