Introduction toMudra Consultancy

Mudra Consultancy is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth management, loans (individuals & corporates), debt syndication, real estate and strategic business consultancy services tailormade to client needs.

Why Choose Mudra Consultancy as your ideal investment partner?

The lessons of the recent past have taught most investors that relying only on diversification, indexing or substituting a buy-and-hold strategy for active management may not achieve a productive portfolio.

Yet few people have the time, knowledge or inclination to follow the investment markets and manage their wealth as closely as they should. That is why many people have chosen Mudra Consultancy to manage their investments.

We have a rigorous process, a team of highly skilled and experienced professionals to help client’s plan and manage wealth and substantial back-office resources typically only found at much larger firms.

We provide clients with in-depth experience and knowledge - a focused expertise in different products & services, sectors & markets. We follow the “Strategically Managed Single (SMS) Accounts” investment approach to give clients best in class service and returns as per individual needs.

Our principle investment objective is to achieve long-term capital appreciation through a systematically managed investment portfolio. Our clients interests always come first. We will always do our utmost to be as transparent and involved with our clients as possible.

Competitive Advantages

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Wealth of Wisdom

Mudra Consultancy offers you the followingadvantages:

“Mudra Consultancy is morethan just a financial planning firm. Our proven approach to money management is enhanced by sophisticated planning to deliver greater tax efficiency and adjusted risk- returns covering all asset classes”

Our clients come first.

Our clients’ interests always come first. We have a dedication to the interests of our clients and a sincere desire to help them. Our experience shows that if we serve clients well, our success follows. Great service requires personal attention, technical expertise and an uncompromising commitment to exceed client expectations and contribute to their financial success.

A personal relationship.

Your own dedicated, specialist SMS Accounts Manager works with you over time, and is always available to discuss your portfolio.

A team of experts.

Your SMS Accounts Manager works closely on your behalf with our team of product specialists and monitors activity on a daily basis.

Specialists with commitment.

We offer you active portfolio management and multiple solutions, supported by the specialized resources and expertise in the multi-faceted financial world.

MUDRA

Have an actively managed, flexible portfolioDriven by a defined investment processAdvanced risk management strategiesA repeatable investment methodology, excellent analytical and systems resourcesProfessionally accredited, experienced teamA commitment to outstanding personal serviceA proven history of success Have a highly competitive fee structureProvide ease of administration and tax reporting where appropriate

Put management of your wealth in the expert hands

Your Success, Our Passion

What is Strategically Managed Single (SMS) Accounts?

Every person’s financial position and needs are unique, whatever stage of life they are at. You may be working full time and have a multi-layered and complex financial position and plans. You may be winding down your full time work and want to simplify your financial arrangements. Or you may be retired and want to ensure a comfortable life with everything organized.

But our experience shows that whatever your circumstances, most people with significant wealth want the same thing: A specialist they can trust, who gets to know them well, who really understands their detailed financial position – and who can always be relied upon to listen, and then give clear advice. Because that gives you real peace of mind. And that, in essence, is what we give you with your own personal Strategi-cally Managed (SMS) Account and a personalized SMS Account Manager and a team of specialists to serve you.

We focus entirely upon your financial needs and objectives and design an unique customized portfolio which is best suited to you. Firstly, we review your personal assets, liquid assets, financial assets, property, pension assets and liabilities and obligations. This gives us a detailed picture of your overall financial position, which enables us to construct a tailored investment solution for you.

Strategic advisory Commercia

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Mutual FundsStock Trading

RealEstate

Insurance

Fixed Income Advisory

Loans

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Real Estate

With an ever-growing value of real estate in India, it is recognized as one of the safest and more dependable form of investments. Apart from being a good investment, owning a house or buying a new office space is one of the biggest dreams of any individual. We at Mudra, understand what it means for you to own your dream space.

By offering a complete suite of real estate services, we ensure that we meet our client's every need. From sales and rentals, to mortgage, new developments, interior designing and vaastu consulting, we have experts in every field to guide you skillfully from beginning to the end of your real estate journey.

Loans (For Individual & Business)

Whether you need a loan to finance a new home or a new office space, consolidate debts, start a new business, or simply buy something special, our Mudra Consultancy Loan Solutions division help you get loans at the best rates to help you realize your dreams quickly.

At Mudra, we enjoy strong relationships with all leading banks and other lending institutions in India. We work in close co-ordination with the banks to give clients varied opportunities in terms of rate of interest, repayment terms and loan amounts.

Portfolio Advisory Services & Wealth Management

Getting the right mix of skills to deliver great portfolio advisory and wealth management services requires years of experience and specialized knowledge. At Mudra, we offer just the same. Our philosophy is that each client requires a financial portfolio to match their varied risk appetite and it takes an expert understanding of the financial markets to design a portfolio that achieves the clients’ desired goals.

Mudra specializes in providing comprehensive financial solutions to high net-worth individuals and families. With wealth management and succession planning structured around our clients’ needs, our aim is to secure their financial assets for the present, and also for the future.

MUDRAInsurance Services

Insurance may form a small part of your overall investment portfolio, however as your strategic advisors, we would like you to be secured at all given times and especially during unforeseen eventualities.

In a quest to offer you the best insurance policies in the market, Mudra has joined hands with NetAmbit, India's most respected insurance broker to offer you insurance policies at the most competitive rates from leading insurance companies across the board. Our insurance product range includes life insurance, general insurance, health insurance, project insurance, travel insurance, etc.

Address: A-505, 5th Floor, Kemp Plaza, Chincholi Ext. Road, Off Link Road, Malad West, Mumbai - 400064 Phone: +91 22 40228395 | Email: info@mudraconsultancy.com | Web: www.mudraconsultancy.com

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Equity Portfolio Advisory