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About Us
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Management
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You Are On:Home|About Us|
Management
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Introduction
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The Wealth Mantra Group was established
in 1989 to provide world class financial services to the investors across the Indian
Sub-continent. Incorporated by Chairman and Managing Director Mr. Sanjeev Agarwal
and his younger brother Late Mr. Rajeev Agarwal, they dreamt of establishing the
Wealth Mantra Group as a one stop provider of Investment Solutions in India. |
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The dream was pursued with relentless energy without losing focus on the need to
provide perfect investment solutions for the clients. This drive for offering the
best services and solutions has attracted more than 1 lac retail, HNI and institutional
investors to the Group. This has further encouraged the Group to open more than
160 branches (and growing) across India. With over 20 years of experience acting
as a guiding force, more than 250 vigilant professionals, and modern office support
systems geared to meet the dynamic changes of the financial markets, the Wealth
Mantra Group stands tall amongst the myriad opportunities available in the Indian
financial markets. It is the stringent standards of quality and services adopted
by the Group that has helped it to keep pace with the expeditious changes in the
Indian Economy as well as meet the complexities of the bears and bulls of the Indian
Capital market
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In the recent years the Indian Capital Market has been displaying high volatility
and complexity. Under such circumstances the safety of investors can only be ensured
with the high expertise of Investment service providers like Wealth Mantra Ltd which
has become a name to reckon with in the Investment Solutions sector. |
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We are focused on providing our customers and associates with growth opportunities
that meet their needs in an uncomplicated manner. The Group has set up two companies
to meet customer demands and offer innovative investment solutions in sync with
the modern Investment markets.
Wealth Mantra Limited, is the member of NSE , BSE, MCX-SX & CDSL(DP)
Wealth Mantra Commodities Pvt Ltd. is the member of NCDEX, MCX & NSEL and provides services in the commodities
market across many states of India.
The Group is also diversifying into the business of Information Technology and Real
Estate Fields with the Two Names Wealth Mantra Infotech Ltd & Wealth Mantra Properties
Ltd
Wealth Mantra Infotech Ltd. is entering into the following area :
Network solutions: We are providing the creation of
complete IT infrastructure like Server management, networking devices like routers,
managed switches, Firewalls and others that include supply, installation and maintenance.
Communication & Security solutions: Under this Segment
we are providing Office automation products like EPABX, voice loggers, CCTV and
other security equipments that include supply, installation and maintenance.
Development: Wealth mantra group Flagship Company
has the record to implement various core software for it’s operations and we also
have expertise to develop in-house software’s as per needs of the organization as
well as our Clients. Customization of software’s is our strength. Software development
is our area of operations under this segment.
Domain Support: Website development and maintenance
is also the area of operation. Our aim would be to improve continuously our services
through dynamic approaches to meet the needs of the clients and to become the leader
in providing the above mentioned products, services and solutions in India.
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We believe that Great leaders build Great companies. The Wealth Mantra Group is
lucky to have two great leaders who have nourished and cherished the company in
such a way that today it has established itself as a recognizable name in the investment
sector. |
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Mr. Sanjeev Agarwal, Chairman and Managing Director of the Group, has an experience
of over 18 years in the Stock Market. His clarity of vision, leadership skills,
ingenuity in approach and penchant for understanding customer needs has helped the
Group and its associates register spectacular growth and success.
He always follows hands on approach in dealing with clients and associates and thus
can be contacted directly at cmd@wealthmantra.in
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Late Mr. Rajeev Agarwal, the younger brother of Mr. Sanjeev Agarwal, had been the
guiding beacon of the Group since its inception. His innovative approach to tackling
problems and integrity earned the Group galloping growth and respect. We are fully
committed to fulfill his cherished dreams through his sublime path of values and
professionalism.
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"TO BE MOST RESPECTABLE, CONNECTED, TRUSTED & POPULAR BRAND IN FINANCIAL SERVICES
MARKET" |
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To be amongst most preferred Investment solution providers in the domain of wealth
creation and management for the investors with high standards of customer centric
approach. We believe in customer service excellence. |
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It was the mission of the founders to establish the Group as the financial hub for
Indian investors. We have successfully achieved that, and we are now working towards
becoming the best one stop provider of financial services in India
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We staunchly adhere to high standards of values and ethics in all transactions with
associates, Clients as well as our employees. Our values have enabled us to establish
the Wealth Mantra Group as a leading Investment Solution provider in India.
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- Integrity: We emphasize honest and transparent transactions with Clients and associates.
- Commitment: We offer the high standards of services to our clients and associates
by providing world class training to our human resources.
- Vigilance: We remain alert to the expeditious changes in the financial markets and
advise our clients accordingly.
- Zeal: We support enthusiasm for work by promoting affable relationships between
subordinates and seniors.
- Compliance: We abide by all the rules, regulations, laws and legislations set by
the various exchanges, regulatory bodies and the Indian and state governments
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What is right for the client is right for us. We work towards understanding and
assessing the individual needs of clients and offer solutions based on those parameters. |
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Continuously improve our services through dynamic approach to meet the demands of
clients in accordance with the complex capital markets.
Maintain contact with clients on regular basis to help them understand the complexities
of the capital markets.
Deploy the latest technologies for instant communication and improved efficiency
and security.
Encourage employees to work industriously and enthusiastically to assist clients
in reaching fruitful decisions.
Offer services of the best analysts in the field through our research and analysis
department, during live market hours.
Promote better relationships by providing superior quality of Investment Solutions
in customer-friendly manner
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We believe a company is guided by its principles, the stronger the ethos, better
the chances of building fruitful and lasting relationships. We are the premier need
based Investment Solution provider in India registering over 25% of annual growth
over last 5 years and we have outlined several principles that guide our policies
and act as a guiding force to carry us forward. |
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We endeavor to surpass expectations of our clients by following rigorous and predetermined
professional frameworks.
We embrace entrepreneurship and encourage knowledge acquisition, up gradation and
application.
We promote leadership and excellence by rewarding team mates for outstanding professional
work.
We consider the continuous process of innovation in our offerings, strategies and
processes, as a pre requisite for sustained growth.
We believe in being positive in our outlook and nurture an environment of amicability
in even challenging situations.
We are committed in letter and spirit to comply with all ethical and standard rules
and regulations while dealing with our clients, associates and the various regulatory
authorities and bodies.
We are steadfast in standing by the laws and legislations that govern the cities
and the states we operate in.
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Our principles, policies channel and our energies in the right direction are strengthening
our drive for perfection and letting us enjoy the trust and confidence of hugely
diverse client base. |
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Our strengths are our values and client service which we provide
We deploy state-of-the-art technology for operational efficiency and deliver personalized
services to our esteemed clients
- Our strong and growing network across India, with corporate headquarters in the
heart of Lucknow, Uttar Pradesh.
- Our rich experience of over 20 years which enables us to completely understand the
diversity and dynamism of the financial services sector.
- A highly qualified, Experienced and dedicated Research Team
- Our strong back-office operations and easy accessibility through our website of
all trading accounts of all exchanges/segments and demat accounts
- Our strong back-office operations and easy accessibility through our website of
all trading accounts of all exchanges/segments and demat accounts
- Our client base of over 1,00,000 investors includes institutions, corporate houses,
HNI’s and retail investors.
- Our Ultra Modern Customer care Centre equipped with latest and world class technology
based software Helps us to give the better Client Service and keeps us motivated
towards the achievement of Customer Service Excellence
- Our Strong relation with our clients , and Business Associates
- A dedicated , Experienced team
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