Mudra Portfolio Managers

Client Testimonials

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Good services, good relationship

Ketan Vaze

General Manager - Fleet Personnel - MMS Maritime

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Mudra Portfolio Managers provide best services

Mayur Bikhchandani

General Manager - Content Acquisition - Times Network

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The biggest difference is that these guys really care. They are so hands on and they show you results if you you do your part . Their guidance gave me everything I needed

Neha Agarwal

Community Manager, India - Quora

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They invest your money in places where you can make most of it.

Glenn Leo Suares

Managing Director - GlobeOp

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I was very happy with Team Mudra, and would whole heartedly recommend them

Chintan Bhatia

Pilot - Air India

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Managing my finance and future needs

Atul Pawar

Business Development Manager - Relevance Lab

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Well knowlegable, customer focus, easily contactable

Atul Bajaj

Director of Sales - Air India

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Mudra is people oriented, setting the right expertations and also upfront communication

Hemal Makhija

Assistant Consultant - TCS

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Complete financial solution

Pankaj Wadhwa

Director of Sales & Marketing - Sofitel

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Helpfulness. One stop shop for financial solutions

Vipul Mishra

Director of Sales - Hilton

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What can I say, Mudra is one of the best financial advisory firm you’ll ever come across

Gaurav Chandra

Deputy General Manger - Bharti Airtel

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Financial Planning Experts

Sachin Maheshwari

General Manager- Novotel Coaching - Accor Group

Mudra In News

“80% of spouses not aware of the detailed assets and liabilities of their partners, says survey”

“….The idea behind this consolidation activity was to make them aware of the criticality of doing a self-analysis of their finances, the importance of financial consolidation and the need of getting one’s family involved in financial matters,” said Nishant Kohli.

“Mutual funds attract new investors, add to their wealth in pandemic-ravaged 2020”

….as COVID-19 has taught an important lesson that contingency savings and investments are critical, said Nishant Kohli, founder, director and business head-wealth at Mudra Portfolio Managers.

“Let financial stress not ruin your marriage!”

“…Couples should be in sync with respect to their incomes, expenses, savings and investments…”, explains Mudra Portfolio Managers Founder, Director and Business Head-Wealth Nishant Kohli.

“Mutual funds attract new investors, add to their wealth in pandemic-ravaged 2020”

In addition, according to Nishant Kohli, ease of investing through digitisation helped in boosting the industry's assets. According to Mudra Portfolio Managers' Nishant Kohli, investors are getting inclined towards debt mutual funds due to low-interest rates in fixed deposits.

“Why Covid-19 pandemic has put the spotlight on contingency funds”

“….which can support you for long, but acts as a cushion for any unforeseen circumstances that have the potential to hit you financially like temporary job loss or furloughs,” says Mumbai-based financial expert Nishant Kohli, founder and director of Mudra Portfolio Managers.

“Mutual funds attract new investors, add to their wealth in pandemic-ravaged 2020”

According to Mudra Portfolio Managers' Nishant Kohli, investors are getting inclined towards debt mutual funds due to low-interest rates in fixed deposits.