Company Information

Get to know Sanjay Mantri Financial Consultancy Pvt Ltd

Founded by Sanjay Mantri, Sanjay Mantri Financial Consultancy Pvt Ltd is a financial advisory firm operating on a "fee-only" model, meaning it does not earn commissions from selling financial products, ensuring unbiased advice. The company is registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser. It specializes in providing comprehensive and personalized financial planning services to individuals and families, covering aspects such as retirement planning, investment management, insurance advisory, and goal-based financial strategies. Their mission is to help clients achieve financial well-being through professional and ethical guidance.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Sanjay Mantri Financial Consultancy Pvt Ltd

India

Founded in

1995 (31 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.