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Wealth management is a branch of financial services dealing with the investment needs of affluent clients. These are specialized advisory services catering to the investment management needs of affluent clients. Investment & Wealth management is a consultative process which involves consultations with affluent clients, discussions on their financial needs and goals.

At “My Rupee mantra” Wealth management plans are tailored to client-specific needs. The Investment products are combined to effectively reach the financial goals of the client.

Investment & Wealth Management Services:

My Rupee Mantra is one of the leading Financial Consultancy The Company’s promoter has more than 40 years of experience in the field of Retail Banking, MSME Advances/ Loans and management of stressed assets.