Manglam Investment is a premier investment advisory started in 1982 with the aim of making investing simpler, more understandable and profitable. We offer personalised investment advisory and financial planning services to individual investors, corporate houses, institutional investors, Non-Resident Indians (NRIs) and High Networth Clients, among others. At Manglam Investment, we regard mutual funds as one of the best investment avenue available to satisfy any kind of investment need.
Our Vision
To become a credible financial services company, continuously educating investors and assisting them in creating abundant wealth.
What we do.
We have gained expertise in analyzing mutual fund schemes, and we carry out an in-depth study considering various parameters on a regular basis.
At Manglam Investment, we are education centric. We will help you in identifying & under standing your needs and also in developing a portfolio across different asset classes commensurate to your needs.
- Provide service not just restricted to genuine advice but creating value too.
- Respect each customer by our deeds & not just by words.
- Provide investment advice & financial planning solutions to each customer to fulfill their today's needs and tomorrow's dreams & above all ensuring them a sense of safety, security & trust.
- Compensate our employees with fair remunerations and meaningful benefits while providing them with the knowledge & tools needed to encourage personal & professional growth.
Our Mission
In the spirit of fulfilling our Vision we will strive to.
Our Core Values
We have three core values which form the basis for everything we do
Independent
Protecting your financial interests from potential conflicts of interest
No custody — An independent custodian holds our clients' investments and creates an independent, insurmountable barrier between our firm and our clients' portfolios.
Fee only — We charge a fee for managing our clients' portfolios; it is our only compensation. We do not earn commissions, transaction fees, or other promotional or distribution fees.
No proprietary products — Since we do not create or sell proprietary products, we are free to recommend only those that deliver the best long-term results for our clients.
Integrated
Managing your financial affairs with a comprehensive approach
Extensive business experience — Our team members come to the firm from a variety of business backgrounds including public accounting, real estate management, capital formation, debt restructuring, and contract negotiation.
Multi-discipline — Our services extend beyond investment advisory services to include income tax and philanthropic planning and estate work.
Teamwork
Serving you with a long-standing team of professionals with rich business backgrounds
Coordinating with your other professionals — Accountants, Estate Attorneys, Tax Professionals, Insurance Agents and other professionals necessary to coordinate the best service and advice for our clients.
Long-time, stable team — Our team has worked together for almost 20 years.
Diverse business background — Our associates include a CERTIFIED FINANCIAL PLANNER and have experience in public accounting, real estate management, bank relations, and construction management.
