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MaNi Finmitra

MaNi Finmitra

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Financial Planning | Corporate Advisory | Tax Saving | Wealth Management | Mutual Funds & Insurance

A professional turned Entrepreneur, Founder and Promoter of "MaNi Finmitra". With more than 16 years of experience in Finance Industry and deep understanding of various investment products, my expertise lies in hand holding HNIs & Professionals in their Goal Based Investing, Retirement Planning, Portfolio Management, and Insurance & Tax Planning. I have worked with renowned institutions like IIFL,

13/09/2023

Sovereign Gold Bonds - The best way to invest in Gold and earn higher than Gold.

Issue open between 11 to 15 Sept'23

Price of Gold : Rs. 5923/- per gram (discount of Rs. 50/- for online investment)

▪ Get exact appreciation of Gold.
▪ Additional 2.5% yearly interest. (paid half yearly)
▪ No Storage Cost. No Making Charge.
▪ No Management charges.
▪ Tax Free gains.
▪ Issued by Government of India (through RBI).
▪ Hold units in your demat account.
▪ Buy as low as 1 gram.
▪ You can gift some one.
▪ Option to hold in Demat or Physical Certificate mode.
▪ Holding Period 8 Years.
▪ Tradable on stock exchanges (any day liquidity).
▪ Diversification in your portfolio.

Call us to know more or to invest in this Golden Opportunity.

04/09/2023

Kya aap ne aapne Sapno ko poora karne ki poori taiyari Karli hai..?

Aagar nahi.. to sahi samay par goal based SIP kijiye..

Call us now to know your goal based SIP Amount..



Brilliant campaign by Kotak Mutual Fund

28/08/2023

Want to Invest in Gold - Sovereign Gold Bond is the best way to Invest in Gold
• Issued by RBI. No default Risk
• No Storage cost.
• No Making Charge
• Assured additional income of 2.5% per year on and above gold price
• Capital Gain is Tax-FREE on maturity
• Issued and redeemed at market price of Gold.

New Bond are offered between 11 to 15th Sept’23.

Call us to know more or to invest in Gold with best possible returns.

Avail a FREE copy of My Family Record Book by registering on below link.
https://forms.gle/jKVC3mqPPpAfjnS2A

14/08/2023

I am thrilled and honored to share that I have successfully completed the "Financial Goal Planner - Advance Level" certification. 🏆

This certification will undoubtedly contribute to my ability to better serve my clients and make well-informed financial decisions for them.

Can NRIs Invest in Mutual Funds in India 10/08/2023

Can NRIs invest in Mutual Funds in India?

Get answer to all your queries in our following blog. Do Share it with your NRI Friends and Collegues.

Call us to know more about Investing in India.



Can NRIs Invest in Mutual Funds in India Can NRIs Invest in Mutual Funds in India

28/07/2023

Focus on Real Rate of Return

In countries like India, where inflation (including lifestyle inflation) is in double digit and FD rate are in lower single digit, investors investing in Fixed Deposits (FDs) for very long time would feel that purchasing power of money is going down.. Because their real rate of return (after Inflation and taxes) would be negative.

This is sure shot way of losing money. 😉

Connect with us to know more and plan your investments with correct asset allocation.

Video Courtesey : Jigar Parekh

27/07/2023

Goal based investment - a key to successful Investing.

Every one in the world saves for the future, but very few enjoys complete financial freedom.

Saving without a goal is like playing Football without a goal post.. You play the game for hours but it could not provide any end result. Similarly investing without a goal could lead you nowhere.

Get in touch with us to plan your goal based investments.



Video Courtsey : Jigar Parekh

Avail a FREE copy of My Family Record Book by registering on below link.
https://forms.gle/jKVC3mqPPpAfjnS2A

18/07/2023

Why NRI Investors should invest in Equity Mutual Fund in India.

• India is 5th largest economy with fastest growing GDP in the world.
• India offers diversified investment opportunity. (Many sectors)
• Historically Indian Stock market has given 15-16% returns in long run.
• India is one of the best performing and well regulated equity market in the world.
• You can Invest Lumpsum or through SIP.
• You can easily repatriate your earnings.
• Taxation for resident Investor and NRIs are same.
• India has Double taxation avoidance Agreement with 90+ countries.

Call us to know more or to plan your investments digitally with ease.

10/07/2023

Goal based investment - a key to successful Investing.

Every one in the world saves for the future, but very few enjoy complete financial freedom.

Saving without a goal is like playing Football without a goal post.. You can play the game for hours, but it could not provide any end result. Similarly investing without a goal could lead you nowhere.
Get in touch with us to plan your goal based investments.

Video Courtesy : Jigar Parekh

19/06/2023

Where to Invest?
Choosing Mutual Fund SIP for investment is first right step, but SIP in which category of funds is even more crucial for generating wealth.

If you have started investing Rs. 25,000 per month for next 15 years, then selecting right category of fund based on your risk profile is very important factor. Let’s see how much difference it can make to your wealth.

Call us to start your investment with right approach.

11/06/2023

Why Nomination in all your investments and accounts is necessary, because India has close to 1 lac Cr of unclaimed money.

Maintain a record book of all your investment and key documents at one place.

Avail a FREE copy of My Family Record Book by registering on below link.

https://forms.gle/jKVC3mqPPpAfjnS2A

Get in touch with us for any investment related needs.

Video Courtsey : Jigar Parekh

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Location

Ahmedabad

Category

Financial planner

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Telephone

+919512006902

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Ahmedabad
380015