I'm a Personal Finance Specialist with over a decade of experience helping individuals, families, and corporates make smarter financial decisions. My core focus lies in investment solutions, retirement solutions, risk management, and goal-based financial strategies.
I believe personal finance should be simple, personalized, and empowering. Over the years, I’ve worked with a wide range of clients—each with unique goals and challenges.
🔹 A young couple approached me to start investing for their newborn’s education. We built a long-term SIP portfolio aligned with inflation and future education costs. Today, they’re on track without compromising their lifestyle.
🔹 A 50-year-old professional came to me with no retirement plan. Together, we restructured his finances, cut unnecessary risks, and created a retirement corpus plan that gave him confidence and clarity.
🔹 A business owner faced irregular income and was unsure how to invest. We built a flexible investment strategy with emerge
Practice at a glance
7
Years of Experience
800
Families Served
₹125
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Marathi, English
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BE – Bachelor of Engineering
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Loan Against Securities
PMS
SIF
Complimentary Services
Get any of the free services to experience working with Sachin Mantri.