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Viral Bhatt | Money Mantra | MumbaiViral Bhatt | Money Mantra | Mumbai

Viral Bhatt

Money Mantra•Mumbai
Mulund West,
Mumbai, 400080
Mulund West, Mumbai, 400080
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About

Viral Bhatt, who developed a keen interest in tracking and understanding financial markets, and macroeconomic concepts right from his teens, decided to pursue a career in the finance space right from the beginning. He took the first step by completing “Certified financial planning” from an International college of financial planning in 2007. He has worked in various domains under the financial umbrella at Bajaj Capital and Karvy wealth, before taking an entrepreneurial leap in partnership with his colleague. Starting something on his own was always on his radar, and it finally materialised in 2014, when he started Money Mantra, his venture which helps clients to attain financial well being His achievements were noticed by eminent publications across the country, who approach him to seek his views on important financial events. Viral can often be seen on television channels like Zee Business, CNBC , and Money9 and also in various newspapers like economic times, Mint,free press journal.

Practice at a glance

18
Years of Experience
114
Families Served
₹142
Crores Managed

Practice Details

Min Monthly Investment:₹5,000
Min Lumpsum Investment:₹50,000
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals
Language Spoken:Hindi

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

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
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Viral.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check