Financial Advisor

In depth research and the most secured online platform.
Mutual Funds | Insurance | Tax

Legal Consultant

RERA Act | Property Disputes

About Company

12 Years

of Mudra Management

Mudra Management started its journey in 2009 and the first one in Lucknow to introduce Fee-Based Financial Consulting services having expertise in Financial Planning, Portfolio Management & Insurance Advisory along with execution support in the same, we are now serving 1000+ clients empowered with 100% Secured Online Transactional Platforms across Uttar Pradesh, managing a corpus of 100+ Cr of Financial Assets.

User Experience

Skilled professionals are always ready to provide reliable services to our clients!

Quick Support

Branches are situated in major metro cities and overseas, always open for you!

OUR SERVICES

What We Provide

How It Works

Check Out Our Work Process

Work-Process
01

Choose a Service

Work-Process
02

Request a Meeting

Work-Process
03

Receive Custom Plan

Work-Process
04

Let’s Make it Happen

Why Choose

Mudra Management

Easy Investing & Tracking

  • Complete paperless transactions - For Free
  • Online investment facility for SIP, Purchase, Switch Redemption, etc.
  • Round the clock transaction facility

Door Step Services

  • We provide consulting and on ground Execution services at your door step.
  • We provide financial consulting and its respective execution services at your doorstep.

Wide Variety of Services & Products

  • Financial Planning
  • Wealth Management
  • Insurance Advisory
  • Real-Estate Consulting
  • Legal Consulting (Property Dispute)
  • Tax Consulting
  • Investment Options
  • Insurance Products

Safe & Secure

  • Secured by highest level of security (Symantec)
  • Data & password encryption
  • Bank level security
  • Confidentiality of your personal information & documents
  • No sharing of data with third party vendor
  • Free Cloud Storage for every document.

Research & Expertise

  • Recommendation based on our extensive research
  • Investment solutions based on your risk appetite with the help of state of art technology
  • Team of well qualified and experienced professionals
  • Indepth research on solutions provided

Achievements

  • Assets under management of over 100+ Cr.
  • 1000+ happy & satisfied clients

Our Founders

Team

Mandeep Singh

Founder, LLB, LLM, MBA (Finance)

Team

Karunakar Tripathi

CFO and Founder, MBA (Marketing)

Our Finance Team

Team

Mahek Saxena

Operations Head

Team

Gausiya Fatima

Operations Executive

Team

Richa Chourasiya

Service Manager

Team

Lov Kush Sharma

Operations Executive

+
Contact Us

Get in Touch

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REVIEWS

Our Clients Testimonial





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