Wealth Management & Stock Market Investments
Private Wealth Advisory for
Financially Evolved
Partnered with Motilal Oswal to bring you a premium wealth management experience.
Why Choose Mintra for Wealth Management
Our approach is rooted in deep research, risk management, and your financial goals. Here’s what makes us different:
- SEBI-Registered Investment Advisors
- Partnership with Motilal Oswal for Direct Market Access
- Data-Driven Portfolio Construction & Monitoring
- Goal-Based Investment Strategies
- Dedicated Relationship Managers
Comprehensive Investment Solutions
With Mintra Finserv, you can diversify your portfolio with a variety of investment options. Our advisors will guide you through selecting the best ones based on your risk tolerance and goals.
Investment Advisory Portfolios (IAP)
Customized portfolios tailored to your income, goals, and risk appetite. Built and managed by certified advisors.
Direct Equity Investing
Buy and sell stocks confidently with our research-backed recommendations and real-time tracking.
Mutual Fund Advisory
Diversify your investment through top-performing mutual funds across equity, debt, and hybrid categories.
Broking Services
Fast, secure, and seamless stock trading via Motilal Oswal’s integrated platform with live market access.
Wealth Planning
Tax-optimized, long-term financial planning including retirement, child education, and asset allocation.
Who We Help
Salaried Individuals
Business Owners
NRIs
First-Time Investors
Experienced Traders
Our Process – 4 Simple Steps
From Planning to Growth in 4 Simple Steps
Financial Goal Discovery
Personalized Portfolio Design
Execution & Setup
Monitoring & Rebalancing
Execution & Setup
Monitoring & Rebalancing
Wealth Created with Confidence
Mintra Wealth has a proven track record of delivering high-quality financial solutions, empowering individuals and businesses to achieve their goals.
Crores Assets Under Advisory
Crore Loan Book Size
Happy Customers
Transparent, SEBI-Compliant Guidance
Grow with Confidence. Invest with Mintra.
Our advisors are ready to help you take charge of your financial future. Let’s build something great together.
