• Personalised Service

  Personal investment advice is the backbone of the Mahindra Finance business,especially when it comes to helping investors meet their financial goals. .

  We believe in providing personalised service and individual attention to each of our clients to ensure that we understand these goals and help them reach their goals through a systematic investment initiative.

• Professional Advice

  Our highly qualified and AMFI certified investment advisors are specially trained to understand the client’s requirements and then suggest an appropriate investment scheme .The customer’s debt and equity portfolios are clearly suggested based on their financial requirements risk appetites. Our approach helps our clients build a proper mix of products, not just concentrate on one individual product.

• Long-term Relationship

  We believe that long-term vision is the only means to steady wealth creation. However to achieve this one also needs to take advantage of short-term market opportunities without losing sight of long-term objectives. It is for this reason that we ensure all our clients invest with a long-term vision in mind.

• Access to Research Reports

  We provide our clients with access to the expert opinions of economists and analysts from CRISIL, one of the leading financial research and rating companies of India. This is because we believe that unbiased research is the key to providing sound advice in making informed investment decisions.

• Transparency and Confidentiality

  Our clients receive regular portfolio statements from us via email. They can also view a detailed performance of their investment portfolio on the web.. Moreover, our monitoring system enables us to detect any unauthorised access to a client’s portfolio.

• Flexibility

  To facilitate smooth dealing and consistent attention, all our clients are serviced by their individual Relationship Managers. Relationship Managers provide them with completely hassle-free, customised services, taking care of all the administrative aspects of their investments. This includes everything from the submission of application forms to fund houses to a monthly report on the overall performance of their investment portfolio.

• Hassle-free investment

  We want to ensure that the investment process is easy and smooth for all our investors. We also want to offer complete customised services to all our clients. It is for these reasons that our Relationship Managers take care of all the administrative aspects of their investments, like helping them to submit application forms to fund houses, providing them with monthly reports showing the overall state of their investments and the performance of their portfolio.

• Our clients also enjoy:

  • Information updates on a daily basis through email
  • Easy viewing of their portfolio on the internet
  • Investment advice at their convenience
  • Weekly, fortnightly and monthly reports on request via email
  • The freedom to contact us, anywhere in India
  • Access to the multiple products offered by Mahindra Finance through its Relationship Managers.

Risk Documentation