WE BELIEVE IN

GROWING TOGETHER

We assist you in managing,

preserving and growing your wealth

WE CATER TO

Institutional Clients

Custom solutions for treasury management with single and multi asset strategies

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

Build & Protect Wealth

Planning for your Family

Retirement Planning

Socially responsible investing

Liquidity Investing

Trust Services

Philanthropy Management

ASSET CLASSES

WE WORK WITH

Mutual Funds

Structured Debt Products

Equity Portfolio Management

Alternate Investments

Lending Solutions

Cryptocurrencies

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