Welcome to Mentor Wealth®
Mentor Wealth Consultants Private Limited (Mentor Wealth) is a financial services company with a pan India accessibility. It is an off-shoot of its predecessor, M/s Mentor Capital Care, a proprietorship concern, which had been providing similar services for over 10 years, to the satisfaction of its clients. Mentor Wealth® offers a wide array of products and services, including integrated Financial planning, Asset management, Wealth management, Broking services and Insurance. Mentor Wealth® serves over a thousand clients, including corporate and institutions, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized financial planning and investment management solutions to Individuals as well as Institutions. “Maximizing Wealth” is the first and foremost motive of the Company.
How does Mentor Wealth Consultants help you
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Investment Goals
Our Goal planning is a proven investment strategy that seeks to accrue a targeted amount of money within a pre-determined time horizon.
Risk-Profiling
Mentor Wealth Consultants will help you understand your ability to bear risk and identify the asset classes to match your investment needs.
Investment Plan
Invest monthly through an SIP or whenever you have the money in our Identified & Researched best funds.
Goal Monitoring
Once the goals have been identified & Investments have begun, Mentor Wealth Consultants monitors your portfolio.
Testimonials
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As always, I am left appreciating the attention to detail and determination to be helpful that everyone over at Mentor Wealth Consultants seems to share.
Dr. AnkitCompany Name
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We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.
SanjayCompany Name
