About Company

Mundada Finserve Pvt Ltd provides comprehensive wealth management services to investors. Mundada is predominantly an execution platform that provides all necessary financial tools and a DIY product kit curated for easy reference. You can do your risk profile and decide to invest on your own or choose the basket prefilled for your quick investment

•  Mundada Finserve Pvt Ltd is founded by Mr. Bharat Ramesh Mundada & Mrs. Komal Bharat Mundada on 01.04.2023
•   Initially started with the Proprietor in the name of Fortune Finserve on 01.04.2022, which laid the foundation of Mundada Finserve Pvt Ltd in 2023.
•   We initially started with 15 Families in Mumbai, Currently managing more than 500+ families in multiple cities across India.
•  We are presently Managing overall AUM of Rs. 300+ Crores In Mutual Funds, Fixed Income and in other Products.
•   Initially we have started with 2 people team and now we have 6 people team with us.

Our Experience:-

•   Mr Bharat Mundada is having 12 years of experiencing in managing wealth of customers started his carrier in 2012.
•   He has worked in Mumbai’s top retails investment advisor company and managed more than 1000 crores of investments for his clients.
•   He was heading team of 20 people and driving business of the team and managing Team AUM more than 500 crores.
•  He was managing Retail and HNI clients portfolio in the system.
•   By Profession he is Master in Commerce specialized in Finance, having CFP Certified Financial Planner and appearing for CWM (Chartered Wealth Management)
•   Later on in 2022 he has founded his own company

Our Mission:-

•   India is going to be Hub of Young and Millennial population and we believe that they need good hand-holding when it comes to Savings & Investing.
•   All these Millennial are going to earn a huge money and we are here to provide them investments option according to their needs.
•  Our approach to investing is simple but difficult to follow. We don’t follow the crowd and market movements. For us, the protection of capital is as important as to optimize investment returns. Ultimate objective is to grow wealth but without losing capital.
•   We believe in times to come people will have enough information on investments market and selecting these enough information is very difficult and that is where our role as an Advisor is very important.
•   We believe the way everyone have Family Doctors with them in the same way they should have Family Advisor also, who can help them to take right decision on investments and help them to create wealth.
•   In Developed Countries like USA, UK, Canada, Japan and so on people are very successful when it comes to create Wealth because there clients gives their majority of the Portfolio to Professional Financial Planners so that they can enjoy their work and life and on similar aspect we also focus in India.

Our Vision:-

•   Our endeavor is to help the investor to build a diversified portfolio and maintain asset allocation based on risk tolerance and investment objective. We would want the investor to save and invest on regular intervals instead of on ad-hoc ways. We don’t want them to take decision based on events or news or noise. We do this by engaging with them at regular intervals and providing them inputs which matters them most.
•   Recommend Them To Take A Rational Decision Over The Emotional Decision.
•   Encourage Them To Save Regularly Instead Of Ad-Hoc Basis.
•   We Want Them To Remain Focus On Asset Allocation And Not On Market Movements.
•   We Advise Them To Allocate Money Based On The Goal And Not Based On Market Trends.
•   Our Experienced Advisory Team Through In-Depth Primary Research Constructs A Portfolio Of Schemes.
•   Idea is to avoid future financial stress in the family. And this is possible only when someone is saving money at regular intervals and at right asset class as well. We help investors to channelize their hard earned saving into the productive asset class. This, in turn, helps them to protect their future purchasing power and maintain the same standard of living.