We follow a certain framework for overall financial well being of ourselves and looking for people, who are also serious about their overall financial well-being but finds it difficult to manage on their own.
Welcome to IP Mantra
Welcome to IP Mantra
Goal Based Investment
Rule Based Investment
Asset Allocation & Re-balancing
Portfolio Management Services
Risk Management
We work with individuals to help them become financially fit.
We put special emphasis on making them retirement ready.
Battle of Investing
There is always a battle going on within ourselves to choose between easy, comfortable, convenient options and not so easy ones.
Rules of investing are simple but not easy. It's not easy because you know you should be following them but it takes discipline & discipline is not easy.
Ask yourself, do I want to do what is easy or do I want to do what is the right for me to achieve my financial goals.
Focus on your financial goals, take the required steps whether you like it or not, enjoy the journey, how hard it may be and emerge as a winner in this battle of investing.
The good news is that you are not alone. Help is available to guide you throughout the journey.
About Us
About Us
At IP MANTRA, our vision is to be our client’s first choice for overall financial well-being. This vision is at the cornerstone of everything we do.
At IP MANTRA, our mission is to work with individuals and offer our services through personal counsel with each of them after understanding their investment need and recommending them simple, unbiased, uncluttered & customized solutions with the help of suitable products & services that make a positive, worthwhile impact in their financial lives.
1. Client Centric Approach: The interest of client is always ahead of us. We offer solutions which we could implement for ourselves as well. If we are not comfortable with a certain product, we will not offer it to our clients.
2. Simplicity: We truly believe & practice “Keep it Simple” philosophy. Investing is really simple & we keep it simple too.
It’s been a Wonderful Journey
It's been a Wonderful Journey
Happy Clients
Crore, Mutual Fund AUA
Years of Experience
Our Digital Presence
Our Digital Presence
IP Mantra
Battle of Investing
Do You Want to be Financially Fit?
Do You Want to be Financially Fit?
Convert Knowledge Into Actionable Solutions
Call Now
ipm@ipmantra.in
+91-9873007162
+91-9873007157
+91-129-4037162
Flat No. 306, Palmwood Estate,
GH-14, Sec-21D, Faridabad,
Haryana, India, Pin-121001