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Trusted Company
About
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- About
Becoming a Trusted Partner for Your Investment Needs
At FUNDSMANTRA Financial Services, we provide professional and transparent financial solutions designed to help individuals and families build, protect, and grow their wealth with confidence. With over 22 years of experience, we focus on long-term value creation through disciplined investing and goal-based financial planning.
Our Vision
To be a trusted and preferred financial advisory firm, empowering clients across India to achieve financial security, clarity, and independence through ethical and unbiased guidance.
Our Mission
To deliver personalized financial solutions with integrity and professionalism, helping clients navigate investments, manage risks, and achieve life goals through continuous support and periodic portfolio reviews.
Becoming No #1 For Investment Needs
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- Expert Advisor
- 98% Success Rate
- Technical Analysis
- Free Consultation
Our Vision
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Our Mission
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Keith Guzman
CEO Stocky
Empowering Financial Growth with Trust & Expertise
At FUNDSMANTRA Financial Services, we specialize in delivering professional, transparent, and personalized financial solutions that help individuals and families achieve long-term financial security. With a strong foundation built over decades, our journey reflects integrity, expertise, and a deep commitment to our clients’ financial well-being.
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Years of Experience
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Happy Clients
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Investment & Financial Solutions
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Trusted Partner Institutions
Smart Investments. Secure Futures.
FUNDSMANTRA: Guiding Your Financial Journey Since 2001
#trading #investment #beginner
How To Start Trading Stocks As A Complete Beginner
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Why Choose Us
At FUNDSMANTRA Financial Services, we simplify investing by offering clear, transparent, and goal-oriented financial strategies. Our expert guidance helps you make informed decisions with confidence, backed by experience and integrity.
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Personalized Financial Planning
We understand your financial goals, risk profile, and life stage to create customized investment strategies designed for long-term success.
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Professional & Unbiased Advice
As a Certified Financial Planner (CFP), we provide objective recommendations focused solely on your best interests.
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Wide Range of Investment Solutions
From mutual funds and SIPs to PMS, AIFs, insurance, and real estate advisory—everything under one trusted platform.
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Continuous Portfolio Review & Support
We regularly monitor and review your portfolio to ensure it stays aligned with your evolving goals and market conditions.
Best Pricing & Plan
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Beginner
$390,-/Month
$349/Month
- 200+ Learning Videos
- 100+ Stock Reports & Analysis
- News About Investment
- Lifetime Access
- Daily Update
- Monthly Rebalance
- 24/7 Support
* Tax & other services included.
Intermediate
$499,-/Month
$449/Month
- 300+ Learning Videos
- 150+ Stock Reports & Analysis
- News About Investment
- Lifetime Access
- Daily Update
- Monthly Rebalance
- 24/7 Support
* Tax & other services included.
Expert
$690,-/Month
$649/Month
- 400+ Learning Videos
- 350+ Stock Reports & Analysis
- News About Investment
- Lifetime Access
- Daily Update
- Monthly Rebalance
- 24/7 Support
* Tax & other services included.
If you have already paid, please confirm by contacting us via social media or telephone.
Our Process
Understanding Your Goals
We analyze your financial situation, goals, and risk profile.
Customized Strategy Design
Tailored investment and financial planning solutions.
Implementation & Execution
Smooth and transparent execution of recommended strategies.
Periodic Review & Rebalancing
Continuous monitoring to keep your finances on track.
Take Time to Understand Smart Investing
At FUNDSMANTRA Financial Services, we believe informed decisions lead to better outcomes. We guide you with clear, transparent advice and structured strategies, helping you invest with confidence and focus on long-term financial growth.
Download Stocky App
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Meet Our Expert Advisor
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CEO Stocky
Keith Guzman
HR Manager