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About Us

Money Yantra is a leading and one of the most active investment planning, financial planning, wealth management, financial research & training providers in Ranchi. Since its inception in 2008, the house has been on the path of continuous growth. We are currently managing portfolios for all categories of investors from various levels of the society, ranging from high profile government officials & corporate personnel, successful professionals and entrepreneurs, eminent business owners and NRI. 

We believe in working in association with our clients in order to find out about their plans, needs, risk profiles and target which helps us in designing an investment portfolio that suits perfectly.

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Money Yantra (Rakesh Kumar Verma with ARN-99532) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.

Mission

Our mission is to make financial stability and growth accessible to every Indian by offering tailored financial services and knowledge. We empower individuals through financial education and personalized services, creating a path to financial well-being.

Vision

Our vision is to be the leading provider of holistic financial services in India, transforming lives through financial empowerment. We aspire to set new standards in the financial industry, ensuring that every individual has the opportunity to secure their financial future.

Values

Our core values revolve around empowerment, integrity, client-centricity, innovation, excellence, team spirit, and sustainability. We empower individuals, operate with integrity and transparency, and prioritize our clients' welfare above everything else.