Mandal Fin Services
Simplify Your Wealth
Management
Growth
|
We manage your wealth according to your needs & visions.
About Us
How Wealth Management is Done Accurately
- Understanding Your Goals
We begin by deeply understanding your financial goals, risk appetite, and life aspirations. - Customized Strategy Building
We design personalized investment, savings, and protection plans that align perfectly with your needs. - Smart and Diversified Investments
Your portfolio is diversified across top-performing assets to maximize growth and minimize risk. - Continuous Monitoring and Adjustments
We regularly review and adjust your portfolio to stay aligned with market trends and your evolving goals.
Let's Schedule a Call and Plan Your Financial Goals
- Free Portfolio Review
- Customizable Plans
- Setting Goals Tailored To You
Choose Best Plan
Start From Where You Are
Mutual Fund
Monthly Savings
₹1000/
Month
- Start SIPs in next multibagger schemes
- Get Customised portfolio advise on correct scheme mix
- With easy step ups to grow as you earn
I.A.P
Lumpsum Investment
₹2.5 Lakhs
- Investments in 20-25 Largecap / multicap stocks
- Managed by top fund managers such as Pankaj Murarka, Dipen seth, Sunil Singhania
- Outperformed nifty by big margin in last 3 years
PMS
Lumpsum Investment
₹50 Lakhs
- Investments in upto 25 large/ multicap stocks
- Consistent Compounder for 2 decades , the Warren Buffett Way
- Access to top fund managers
A.I.F
Unlisted Equities
₹1 Crore
- Investments in upto 20 unlisted companies or Real estate projects
- Highest compounders across categories
What Are Our Charges
Advisory fees of 1-2% are directly paid to fund managers, regardless of whether you invest through us or directly. With Mandal Fin Services, you gain access to all fund managers and fund houses in one convenient location, along with personalized Multibagger solutions at no additional cost!
Our Fund Managers
John Doe
John Doe
John Doe
John Doe
Jayanta Mandal
Pankaj Murarka
Sunil Singhania
Atul Suri
About us
Why We Are The Top Wealth Manager?
We combine decades of experience, personalized strategies, and a client-first approach to deliver unmatched financial growth and security.
- 15+ Years of Wealth Management Expertise
- Tailored Investment & Financial Planning
- End-to-End Financial Services
- Transparent, Ethical, and Client-Centric
- Managed by Industry Experts
Get Our Top Wealth Managers Through Call Whatsapp |
Frequently Asked Questions
1. What is wealth management?
Wealth management is a comprehensive service that combines financial planning, investment management, tax services, estate planning, and more to help individuals and families grow, protect, and transfer their wealth.
2. Who needs wealth management services?
Anyone with significant assets, multiple income streams, or complex financial goals (such as retirement, estate planning, or tax efficiency) can benefit from wealth management services.
3. What does a wealth manager do?
A wealth manager creates personalized financial strategies, manages investments, plans for retirement, optimizes tax strategies, and ensures your financial goals align with your life goals.
4. How is wealth management different from financial planning?
Financial planning focuses on creating a roadmap for your finances (like budgeting or retirement planning), while wealth management is more holistic and includes managing your investments, estate, and taxes in one package.
5. Is my money safe with a wealth manager?
Reputable wealth managers use secure, regulated platforms to manage your money. They don’t directly hold your funds but rather act as advisors through trusted institutions.
6. How do wealth managers charge for their services?
Most wealth managers charge either a percentage of assets under management (AUM), a flat annual fee, or hourly rates. Always clarify the fee structure before committing.
7. Can I choose my investments?
Yes, you can. A good wealth manager will involve you in the investment decision-making process and tailor the portfolio to match your risk tolerance and goals.
8. Will I have access to my portfolio at any time?
Yes, most modern wealth management firms provide clients with 24/7 access to their portfolios through online dashboards or apps.
