I am pleased to introduce myself, Gururaj Puttaswamy, a dedicated wealth management professional with over 18 years of experience in helping clients achieve their financial aspirations. Throughout my career, I have had the privilege of serving over 7,000 clients, guiding them towards securing their financial futures with confidence.
At MoneyMantralay, we specialize in delivering comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our mission is to simplify the complexities of the financial landscape, empowering you to make informed decisions that maximize your wealth and safeguard your future.
Currently, I manage the portfolios of 255 valued clients, with a total Assets Under Management (AUM) exceeding ₹15 crores. This extensive experience has provided me with profound insights into:
- Market dynamics
- Investment strategies
- Risk management techniques
With this expertise, I am committed to offering intelligent and personalized investment guidance that aligns seamlessly with your financial objectives.
At MoneyMantralay, we adopt a holistic approach to wealth management, addressing every aspect of your financial journey. Our services include:
- Investment planning
- Retirement planning
- Tax optimization
- Estate planning
We focus on building enduring relationships founded on trust, transparency, and personalized attention, ensuring that your financial goals remain our top priority.
By leveraging cutting-edge financial tools and our seasoned expertise, we strive to optimize your wealth and provide you with the confidence of knowing your financial future is in capable hands. Our team is committed to delivering exceptional service, fostering long-term partnerships, and consistently exceeding expectations.
We look forward to walking alongside you on your wealth management journey and contributing to your continued success and financial peace of mind.
