Mamta Khanna

Best Invest India

Financial Advisor

Service Location

Delhi

Professional Licenses

None Listed

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

B-19, Sarawati Garden, Mansarovar Garden, New Delhi-110059.

Website

https://bestinvestindia.com/mamta-khanna/

Client Focus & Services

Best suited for

Individuals and families seeking comprehensive financial planning guidance. Clients looking for help with investment decisions, retirement planning, tax optimization, and wealth accumulation strategies. Ideal for those at any life stage who want professional advice managing their financial future.

Problems solved

Lack of clear financial direction, uncertain investment strategy, inadequate retirement savings, inefficient tax planning, uncoordinated financial decisions, difficulty setting and achieving financial goals, confusion about insurance needs, optimizing portfolio allocations.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation which may create potential conflicts of interest.

About Mamta Khanna

Mamta Khanna, the visionary behind BestInvestIndia, has embraced the advisory model since her inception in the financial services sector back in 2005. Her journey began in insurance, where she took a meticulous approach to gather essential client information, analyze it, and deliver well-considered recommendations. This approach earned her the respect and admiration of numerous clients.

The early successes proved to be a strong motivator for Mamta, pushing her to recognize the necessity for a more comprehensive financial planning process. She understood that mere product advice couldn't resolve the underlying financial challenges faced by her clients. In 2013, her path led her to discover the Certified Financial Planner (CFP) certification, which equips professionals with the knowledge and skills essential for a proficient financial planning practice. Mamta was immediately drawn to the possibilities this certification offered.

Taking her commitment to the next level, Mamta spent a year working with a SEBI Registered Investment Advisor, further honing her skills and insights. Armed with this valuable experience, she embarked on her personal financial planning venture in November 2016, giving birth to BestInvestIndia. Her dedication to professional growth was reaffirmed when she successfully completed the CFP Certification in 2014. Mamta Khanna's journey is a testament to her unwavering commitment to providing clients with well-informed, holistic financial guidance.

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