Money Mant₹a

Money Mant₹a Money Mantra™ is a personal finance solutions firm founded by Viral Bhatt. Your financial growth are the most important aspects of our business.

Money Mantra gives solution to the people for their financial aspirations , follow their passions and achieve financial wellbeing. Money Mantra offers a unique approach to helping individuals to reach financial success. Good financial solution and sound investment selections are available to any individual that has taken the time and expended the energy to acquire even modest wealth. However, fina

ncial security does not happen by accident. You spend long hours making you successful, but often have little time to plan or fully understand where or how to best invest your individual wealth or retirement savings.Financial security, tax reduction and inflation protection all take time and knowledge to successfully achieve. This success is necessary today to guarantee your future, your business’s future, and the future of all those who depend on your investment decisions. Money Mantra strives to create financial freedom for the clientele. We are committed to being informed, educated, and experienced in managing your financial affairs. We at Money Mantra take care of your financial life right from the basics of doing budgeting, maintaining networth, making tax efficient, sound investment product decisions and being tax compliant to aligning your savings such that your future financial aspirations and commitments are met. With comparative analysis, consistent implementation and continuous monitoring, we take away the fears associated with the financial markets so as to build growth oriented investment product portfolio.

दशहरा की शुभकामनाएं 🏹
02/10/2025

दशहरा की शुभकामनाएं 🏹

01/06/2025
Wishing you a happy and festive time, may your celebrations be filled with joy and warmth!
30/03/2025

Wishing you a happy and festive time, may your celebrations be filled with joy and warmth!

गणेश चतुर्थी की शुभकामनाएं! 🌸As we welcome Lord Ganesha, the harbinger of wisdom and prosperity, I am excited to share s...
07/09/2024

गणेश चतुर्थी की शुभकामनाएं! 🌸

As we welcome Lord Ganesha, the harbinger of wisdom and prosperity, I am excited to share something special with all of you! 🎉

On this auspicious occasion, we are launching our WhatsApp Business Channel Money ki Baat to make your personal finance journey even smoother. 📲✨

Click the WA Channel link and Join - 👇

https://whatsapp.com/channel/0029VaiCLAKFCCoaSuvdE21H

Wishing you and your family a prosperous and joyous Ganesh Chaturthi 🙏

📌 Factors Affecting Financial Planning Financial planning is influenced by many factors that can impact your income, exp...
03/05/2024

📌 Factors Affecting Financial Planning

Financial planning is influenced by many factors that can impact your income, expenses, savings, and investments.

The following are some of the key factors that can affect your financial planning. Do watch

➡ Show Link - https://t.ly/dUXtf

Show with CNBC Bajar channel on 30th April 2024

Priti Dalal Zarna Alkanti

𝗛𝗮𝗽𝗽𝘆 𝗪𝗼𝗺𝗲𝗻'𝘀 𝗗𝗮𝘆 to all the incredible women! May you be celebrated today and every day for your strength, grace, and a...
08/03/2024

𝗛𝗮𝗽𝗽𝘆 𝗪𝗼𝗺𝗲𝗻'𝘀 𝗗𝗮𝘆 to all the incredible women! May you be celebrated today and every day for your strength, grace, and achievements. 🎉

Financial independence and security are crucial for women in India. Fortunately, there is a growing range of financial products specifically designed to meet the needs and goals of women. Let’s explore some of the most beneficial options. 💡

My article was published in Free Press Journal on 03/03/2024 on ‍Financial products specifically designed to meet the needs of women. 💯

Web link - https://shorturl.at/SX458

First Day First Show 💥Glad to be part of the first day first show of the new year as a guest on the CNBC Bajar channel w...
06/01/2024

First Day First Show 💥

Glad to be part of the first day first show of the new year as a guest on the CNBC Bajar channel with Priti Dalal (01.01.2024)

We had a detailed conversation on the new year 2024-

⚡What will be the Investment opportunities?

⚡What will be the potential sectorial Investment opportunities?

⚡How to approach mutual funds investment in 2024, in which category to invest?

⚡What will be the proper way to do Insurance Planning

Show Link - https://youtu.be/salU1FvI8CQ?si=TKSP-idMZD7kzuIk

Zarna Alkanti Money Mant₹a

📌 The key philosophies behind hybrid funds are – 1 - asset allocation, 2 - correlation, and 3 - diversification.My conve...
13/12/2023

📌 The key philosophies behind hybrid funds are – 1 - asset allocation, 2 - correlation, and 3 - diversification.

My conversation with PPriti Dalal Dalal on the topic category, doing two episodes telecast on CCNBC Bajar (20/11/2023 & 21/11/2023)

Part 1 - https://t.ly/q7xVe

‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍Part 2 - https://t.ly/e2pIr

📍 Asset Allocation is the process of deciding how to distribute wealth among various asset classes, correlation is the co-movement of returns of the assets, and diversification is to have more than one asset in a portfolio.

🏷 Since the sources of risk and factors affecting returns are similar for the investment options within an asset class, they tend to exhibit a high level of correlation in returns, whereas investment options across asset classes show little correlation in returns.

🔖 Portfolio risk can be reduced by combining assets that have a low correlation. Hybrid mutual fund schemes diversify the investment within multiple asset classes to try and achieve maximum returns at the minimum possible risk.

💹 The allocation to each asset class is decided by the fund manager basis the investment objective of the fund and the market condition.

26/10/2022
05/10/2022

🏹 Happy Vijaya Dashami ☘️

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Mumbai
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