Custom solutions for treasury management with single and multi asset strategies
WE BELIEVE IN
GROWING TOGETHER
We assist you in managing,
preserving and growing your wealth
WE CATER TO
Institutional Clients
Family Offices
Providing personalised services, expertise, creative business leadership and day-to-day management of financial affairs
HNIs
Navigating jurisdiction and regulation to enable a risk adjusted superior return always
Trusts
Creating strategies for sustenance and growth in order to maintain a going concern
Professionals
Understanding life cycles and achieving goals based on needs
Millenials
Propelling the future generation to financial freedom through awareness and knowledge
THE
LEADERSHIP
With a Bachelors in Mechanical Engineering and being CFA Level 3 certified, our founding partner Mandar M. Naik brings forth a strong understanding of modern financial concepts guided by a technical understanding of business.
The aim is to make things simple for you. If you understand the basics of the concepts, you will participate more in achieving your goals by sufficient provisioning.
People will normally flock after you when you have the money. We will tell you how to make that kind of money and work for your windfall in a disciplined way.
OUR
OBJECTIVES
ASSET CLASSES
WE WORK WITH
GET IN
TOUCH
Email
mandar.naik@mmnaik.com
Phone
+91 98230 40150
Address
Flat #10 Alliance Gulmohar
Near Bedekar Ganapati Lane
Kothrud, Pune 411038, IN