Mudra Portfolio Managers

Client Testimonials

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I have been with Mudra for 4-5 years and have been very very happy with it because any questions related to finances or regarding taxes required by my bank are answered. For me its a blessing

Dr. Amit Chakrabarty

MD, MS, FICS, Chairman CEO, Poplar Bluff Urology, Missowi, USA

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Good services, good relationship

Mr. Ketan Vaze

General Manager - Fleet Personnel - MMS Maritime

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I was advised to talk to Mudra by a friend of mine. They made me feel more secure. Trustworthy guys who first understand your needs.

Mr. Lalit Talesara

Partner - IT Strategy & M&A, California, USA

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Knowledgeable and very professional. Good services.

Mr. Arpit Bansal

Country Director- Sub-Saharan Africa at AstraZeneca

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A trustworthy partner in helping you achieve early retirement. Would highly recommend them!

Mr. Bharat Kumar

Director Shared Services Schlumberger at Schlumberger, Malaysia

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Highly responsive and reliable. Their portfolio management approach is excellent and addresses individual needs well. I would comfortably recommend their services!

Mr. Praful Chakkarwar

Country Manager at Novo Nordisk Pharma Singapore

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I have had a great experience. Mudra helped me greatly in improving the returns on my investments.

Mr. Shailendra Vishwanath Yadav

CEO - Kenya at SYBYL

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Mudra Portfolio Managers provide great assistance and excellent services

Mr. Dinesh Menon

PWC- Dubai

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Mudra Portfolio Managers is a one stop solution for all your financial needs

Mr. Prasad Narvekar

- Amazon, USA

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I have been a client of Mudra since 2014. Their financial management is just amazing. Would strongly recommend anybody who wants to improve their finances.

Mr. Mustafa Khokhawala

Vice President at BIL, Lagos, Nigeria

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Mudra Financial advisors are highly reliable. Helped me grow my wealth and achieve my financial goals in life

Mr. Harsh Maheshwari

Vice President Finance - Deutsche Bank, Singapore

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Great Financial Advisors! Amazing company

Mr. Sameer Balakrishnan

Asst. Vice President - Mashreq Bank, Dubai

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Professional and great financial advisors on whom you can easily rely upon. Trustworthy partner for their long term financial goals

Mr. Mahesh Kumar

Vice President - First Abu Dhabi Bank (FAB), Dubai

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Very good knowledge and professionalism. Mudra helped me in financial planning and real estate and improve my returns.

Mr. Mahesh Baroota

Consultant, ZADCO, UAE.

Mudra In News

Only 28% Non-Resident Indians regularly file their tax returns, study finds

“Considering that Aadhaar (similar to Emirates ID) is used for a number of verifications, it is important to ensure that the correct number and email IDs are linked to transact easily and avoid unauthorised access,” said the Mudra Portfolio Managers report.

“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.

“Tax deduction for maternity expenses of working women”

“Most health insurance plans do not cover maternity expenses. Even those that do usually give cover after 2-4 years….”– Nishant Kohli