Viral Bhatt
VerifiedGoal based planning
Tax compliant solutions
Fast-track investment portfolio
Multi-product diversification
SEBI Registration NumberINH200007645
Experience14 Years
Families Managed3000+
Testimonials12+ Reviews
A brief introductionMeet Viral Bhatt, Founder of Money Mantra in Mumbai, with 17+ years experience in personal finance investment solution space - from budgeting, maintai...Read More
Active Families3000+
Active AUMRs 500Cr+
Min. PortfolioRs. 1.5L
Largest PortfolioRs 10Cr
Location
MumbaiOffice No 232, 2nd Floor, City Of Joy Ecstasy, JSD, near Flyover, near Railway Station, Mulund West, Mumbai, Maharashtra 400080Get Directions
Mon-Sat9AM - 9PM
SundayClosed
Why me?I offer a unique approach to taking care of your financial life right from the basics of budgeting, maintaining networth, making tax-efficient, sound investment decisions and being tax compliant to aligning savings such that your future financial aspirations and commitments are met.
Products
20+ Mutual Funds30+ Direct Equity2+ Fixed Income5+ Insurance
20+ Mutual Funds30+ Direct Equity2+ Fixed Income5+ InsuranceInvestment Strategies
Inflation ProtectionOur strategies are tailored to protect against inflation, ensuring that your portfolio is positioned to weather changing economic conditions and preserve your purchasing power over the long term.
Tax Efficient and CompliantStrategies to help you minimize your tax liabilities and maximize after-tax returns, while ensuring full compliance with applicable laws and regulations.
Periodic Rebalance of Asset AllocationOur customized approach to asset allocation ensures a high-return, diversified portfolio that is tailored to your specific goals, risk profile and its changing dynamics.
Education
2006-2007: Post Graduation in Financial Planning from International College of Financial Planning
2007-2008: Derivatives & Capital Markets Certification from NISM
2007-2008: Retirement readiness certification fromNISM
2007-2008: Derivatives & Capital Markets Certification from NISM
2007-2008: Retirement readiness certification fromNISM
Work Experience
May 2022 - Present: Advisory Committee for Qualified Financial Advisors - Chairman @ 1 Finance
Feb 2014 - Present: Co-Founder @ Money Mantra
Jan 2010 - Dec 2010: Wealth Manager @ Karvy Private Wealth
Sep 2007 - Dec 2010: Financial Planner - Branch Head @ Bajaj Capital Ltd
Feb 2014 - Present: Co-Founder @ Money Mantra
Jan 2010 - Dec 2010: Wealth Manager @ Karvy Private Wealth
Sep 2007 - Dec 2010: Financial Planner - Branch Head @ Bajaj Capital Ltd
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