Viral Bhatt
Financial Planner & Founder of MoneyMantra
Contact Viral

Viral is the founder of Money Mantra, a financial planning and investment advisory firm. He has over 12 years of experience in financial planning. He has worked with leading wealth management firms like Bajaj Capital and Karvy Private Wealth. He has played an important role in expanding the distribution reach of Money Mantra. Under his leadership, the financial services business has grown rapidly just span of within three years of its operation, with an assets under management close to Rs. 50 crore, over 300 clients all over India. The company aims to be the most ethical, trusted, professional; system oriented & preferred financial planning institution for its clients.

Education: PG (International College of Financial Planning), B.Com
Investment advisor since: 2007 (12+ years)
Number of clients: 300+
Based In: Mumbai

Services

  • Mutual Funds Advisory
  • Comprehensive Financial Planning
  • Insurance
  • Tax Planning
  • Equity Research
  • Government Savings Schemes
  • Corporate FDs

Recent Answers on DhanWise

Should I stop my mutual fund SIPs when the market is falling?

Viral Financial Planner & Founder of MoneyMantra
Answered Aug 8, 2019

Hi Ashok,These are natural questions when the market is seeing a correction i.e. when it is going down. I get this question a lot from my prospective clients. My existin… ( more )

Hi Ashok,These are natural questions when the market is seeing a correction i.e. when it … ( more )

Are endowment plans like LIC's Jeevan Anand a good investment option?

Viral Financial Planner & Founder of MoneyMantra
Answered May 17, 2019

Every year, thousands of buyers invest in traditional insurance plans, lured by the triple benefits of tax deduction at the time of investment, life cover during the pol… ( more )

Every year, thousands of buyers invest in traditional insurance plans, lured by the tripl… ( more )