Mohta Wealth Management aims to be a trusted advisor and money manager for its clients personal and business needs on a platform of transparency, product innovation and performance. We seek to deliver to its clients not only wisdom in the arena of investment management, but also address holistically their business needs by leveraging strengths in other businesses, to provide solutions in the areas of Capital Markets, Private Equity, Mutual funds.
The Wealth Management platform provides client several advantages:
Best-of-breed investment solutions from product providers in equity.
Fixed income
Alternate investment classes.
The products offered by Mohta Wealth management include:
Customized equity portfolios, Private equity opportunities.
Investments in Government Bonds, Structured fixed income products.
Tax Planning, Credit Score improvement Consultancy.
Best of the lot mutual funds, IPOs.
Broking solutions for both personal and institutional needs.
Extensive coverage of the markets through in-house and secondary research.