Company Profile

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.

Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual/institutional clients, understand their profile, needs and concerns, build customized financial plans – design tailor made investment portfolios and offer a comprehensive selection of investment alternatives that will suit their financial goals.

Mentor Wealth® through its association with reputed service providers offers easy online management & access to its clients’ investments and portfolios. This facility enables our clients keep regular track of their valuations and reports.

Vision

Our Vision

To build Mentor Wealth as a globally trusted brand in the Financial Services Business.

Mission

Our Mission

To provide a wide range of products and services in the field of mutual funds, wealth management and financial advisory with a commitment to:

» Highest standards of quality at reasonable cost.

» Meeting the general and sophisticated financial goals of our retail and institutional clients.

» Developing, encouraging and rewarding superior performance of our employees.