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