Strategic Financial Consulting for a Secure Tomorrow
At Mannat Investment, we go beyond traditional investment and insurance solutions. Our financial consulting services are designed to provide individuals, families and businesses with expert guidance on managing, growing and protecting their wealth through every stage of life.
Whether you're planning for retirement, saving on taxes or looking to expand your business, our advisors will help you make informed decisions based on your unique goals and financial situation.
Our Offerings
Retirement Planning
Secure Income After 60.
Prepare for a comfortable, worry-free retirement. We help you plan today so you can enjoy tomorrow, whether through pension schemes, annuities or tax-advantaged retirement products. Customized retirement roadmap based on age and goals. Risk appropriate investment planning. Inflation adjusted future income estimation. Withdrawal strategy and pension optimization.
Estate Planning
Wealth Transfer Made Easy.
Ensure a smooth transfer of your assets to your loved ones, with maximum efficiency and minimum legal hurdles. Drafting of wills & succession plans. Trust creation & family wealth structuring. Nomination & beneficiary advisory. Probate guidance and legal compliance. Minimizing inheritance tax where applicable.
Business Finance Strategy
Empowering Business Growth
Whether you're a startup or an established firm, we provide strategic financial guidance for scaling, sustaining or transitioning your business. Budgeting & cash flow planning. Capital structuring (debt vs equity). Risk management & contingency funding. Expansion financing plans. Business exit strategy and succession planning.
Education Planning
Secure Your Child's Future
Give your child the best start in life by preparing for rising education costs early and smart. Cost projections based on school/college goals. Child education funds and SIPs. Balanced investment strategy. Milestone-based financial goal tracking. Support for international education planning.
How It Works
Book a Consultation
Schedule a one on one session with our financial consultant through phone email or our website. No obligations just expert advice.
Discuss Your Goals
We listen carefully to understand your current situation, challenges and future aspirations whether personal or business related.
Get a Tailored Strategy
Receive a personalized financial plan with clear, actionable steps, aligned with your life stage, risk profile, and priorities.
Receive Ongoing Support
We don't stop after delivering your plan. We continue to monitor your progress, update strategies and guide you through new financial decisions as life changes.