Welcome To IP MANTRA
A reputed name for comprehensive financial guiudance and product distribution services
At IP MANTRA, our vision is to be our client’s first choice for overall financial well-being. This vision is at the cornerstone of everything we do.
At IP MANTRA, our mission is to work with individuals and offer our services through personal counsel with each of them after understanding their investment need and recommending them simple, unbiased, uncluttered & customized solutions with the help of suitable products & services that make a positive, worthwhile impact in their financial lives.
At IP Mantra, our core values are
- Client Centric Approach: The interest of client is always ahead of us. We offer solutions which we could implement for ourselves as well. If we are not comfortable with a certain product, we will not offer it to our clients.
- Simplicity: We truly believe & practice “Keep it Simple” philosophy. Investing is really simple & we keep it simple too.
Our Service
The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.