Welcome
Invest with Confidence
Helping you plan a bright future!
About Us
Planning Futures
Since 2010, we have helped to create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We consider the following areas for Planning:
- Financial Goals
- Current Cash-Flow statement
- Current Net-Worth
- Contingency Planning
- Risk Management & Insurance
- Debt Management
- Investment Planning
- Retirement Planning
Why ManiMatters?
- Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity.
- We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Financial Planning
Insurance
Mutual Funds
Mutual Funds
Insurance is not an Investment.
Insurance is a means of protection from financial loss. It is a form of risk management, primarily used to hedge against the risk of a contingent or uncertain loss.
Recent Global study says, nearly 92% of Indian Households are under insured.
Our experts help you to find best products on
- Life Insurance
- Health Insurance
Mutual Funds
Mutual Funds
Mutual Funds
We help to build a robust Mutual Fund Portfolio to meet all your Long Term as well as Short Term Goals
Systematic Investment Plan: A plan for investing on regular intervals to establish a better financial portfolio. Surge your financial growth with a disciplined approach towards savings
PMS
Mutual Funds
PMS
We are distributor for all major PMS fund houses. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth.
The offerings are usually ideal for investors: who are looking to invest in asset classes like equity, fixed income, structured product
We are distributor for all major PMS fund houses. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth.
The offerings are usually ideal for investors: who are looking to invest in asset classes like equity, fixed income, structured products etc who desire personalized investment solutions ,who desire long-term wealth creation ,who appreciate a high level of service.
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