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Firm Profile

MADHUBAN FINVEST is a niche financial services firm that aims to act as a ‘Personal CFO’ to its clients.

Whether building your own business or being a successful corporate executive, it becomes extremely difficult to create necessary bandwidth to manage personal finances, while you work hard to meet the demands that your career progression inevitably brings. You have often being guilty to let your personal finances take a backseat.

At MADHUBAN FINVEST, we aim to be a one stop solution provider or be your Personal CFO for all your needs on personal finances and ensure that we help you manage money efficiently.

We assist you to streamline the intricacies of your financial life and be able to take a holistic view rather than a ‘transaction’ oriented approach which generally leads to costly mistakes or leaving important tasks undone.

It is our endeavour to be your trusted friend, who keeps your best interests in mind and give you the gift of time so that you can continue to focus on your core career & personal aspirations, yet enjoy what you have worked so hard to build.

Our Principle

The core principles that undermines all the activities of the firm are

 

  • “Make Investments Simple & Effective! Demystify complex financial jargons….”
  • Client’s interest will take care of the Firm’s interest
  • Each client is unique. Algorithmic based model investment templates may not support clients needs appropriately

Founder Profile

MADHUBAN FINVEST has been founded by Deepak Gagrani, a Chartered Accountant by qualification. He has a rich and diverse experience of more than 15 years in banking and capital markets. He was previously working as Senior Vice President at HSBC Securities Services. Prior to HSBC, he has worked with Citibank and Price Waterhouse.

His passion towards wealth management and personal finances inspired him to setup ‘Money Mint Mantras Solutions’, now known as ‘MADHUBAN FINVEST’. He regularly contributes his views around personal finances and investments across in newspapers, radio, online magazines and social media platforms.

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