Karunakar Tripathi---Karunakar worked with Reliance Money, Mumbai as a centre manager after completing his MBA in Marketing. He has worked with Kotak Securities, New Delhi, in the financial planning domain.advising national clients on their Investment.. He has interned with India Infoline, New Delhi in Client acquisition.
Mandeep is a Law Graduate and MBA-Finance. He interned with IndiaInfoline, Delhi in the Equity Research on Infrastructure Sector, 2007-08. He has worked with ICICI Securities, Mumbai, as an Equity Advisor, advising HNI clients on their stock portfolios, 2008-09. Co-founded Mudra Management in 2009, Wealth Management / Insurance / Tax / Property / Legal Consulting Firm.
Our edge stems from our relentless emphasis on winning the trust of our clients. We look at each client interaction as a part of a ongoing relationship of trust and not as a one-time transactional activity. We seek to build this trust through the following pyramid approach:- Strong Academic and Corporate Backgrounds The Two partners of Mudra Management are MBA graduates with specializations in Finance and Marketing. Mandeep has worked with ICICI Securities as an Equity advisor, advising HNI clients on their portfolios. He interned with IndiaInfoline in Equity Research on Infrastructure Sector. Karunakar has worked one year with Reliance Money, Mumbai as a centre manager in the financial planning domain& also having experience with Kotak Securities, New Delhi, .advising national clients on their Investment.
Corporate Governance We believe we can serve our clients best only if we follow an impeccable code of corporate governance. As part of our work-ethic, we strongly believe in the primacy of confidentiality of your information. The information that you share with your relationship manager will remain strictly with him and will not, under any circumstances be shared with other parties. We have put in place systems to ensure that the data is protected and kept securely for future use by you.
Analytical Capabilities Our academic and corporate backgrounds provide us the ability to develop cutting edge research methodologies and execute against the same. We have built sophisticated analytical tools to enable us to service you better. We have developed a strong research capability. This helps us develop insights that we believe help you model your future situation more accurately.
Integrity Integrity for us means being unbiased by distorted incentives and being independent in our analysis and recommendations. Unlike several other distribution channels, we are not affiliated to a particular fund house, bank or insurance company. This enables us to take an independent view that is best for our clients.
To be a one-stop shop for all your financial needs, we offer execution support. However, we are not influenced by channel commissions on different mutual fund, loan or insurance products. Accordingly, we do not insist that you execute your plan through us.
We believe that our integrity is crucial to the most cherished of our edge, our focus on the client.
Client focus At the pinnacle of our edge, lies our focus on the client. We believe in understanding your needs and then recommending a suitable strategy or portfolio. Our recommendations are very specific to your financial circumstance and your ability and willingness to take on risk.