Welcome to Matrika Investments
Empowering your financial success journey
Guiding you with expert insights and strategic solutions to achieve financial growth, stability, and long-term success.
We're working with:
30+
Years of experience in finance
about us
Trusted Guidance for Financial Growth
With years of expertise in finance and consulting, we provide tailored strategies to help you achieve sustainable growth. Our commitment is to guide you with integrity, insight, and a personalized approach.
services
Expert finance & consult services for success
01
Mutual Funds
Investment options diversifying portfolios in stocks, bonds, or securities, professionally managed for long-term wealth growth.
02
PMS
Professional management of investment portfolios, tailored to meet financial goals, offering optimal asset growth strategies.
03
Financial Plan
A financial plan is the foundation of your financial journey. It helps you set clear goals, manage money better, and stay prepared for future needs.
04
Insurance
Insurance is a shield that safeguards your assets and secures your future against unforeseen events.
05
Investment
Investing is one of the most effective ways to build wealth and achieve financial goals.
06
Lending
Lending plays a crucial role in fulfilling immediate and long-term financial requirements.
07
Tax Planning
Tax planning is an essential part of managing your finances effectively.
08
Will Planning and Estate Planning
Planning for the future is not just about growing wealth—it is also about protecting it and ensuring it reaches your loved ones in the right way.
Why Choose Us
Why trust our finances
Deep Industry Experience
30+ years of industry expertise, crafting winning strategies in Mutual Funds and Commercial Insurance. Your financial security, our priority. Choose experience, choose us.
Consulting Expertise
Service over sales defines us. Our consulting respects your time – we connect only when it suits you, ensuring no disruptions. Your convenience, our commitment.
- Strategic Financial Planning
- Expert Investment Advisory
Our Feature
Key features of our finance and consulting
Financial Calculators
Utilize a range of financial tools for investment planning and risk assessment, for informed financial decisions.
Financial Health
Take advantage of online financial health checkups to assess your current financial situation.
Risk Profile
Determine risk tolerance and financial profile, customizing investments to suit your unique needs.
Pay Premium Online
Make quick premium payments online, ensuring the continuous security of your financial well-being.
Useful Links
Get all of the relevant links—SEBI, registrars, transaction partners, etc.—in one convenient place.
some facts
Key facts our expertise
Our expertise is built on years of industry experience, proven financial strategies and a commitment to client success.
30+
Years of experience
95%+
Client success rate
20+
Global research
- Strategic financial planning
- Expert investment advisory
what we do
Driving financial growth and success
We provide expert financial and consulting solutions designed to foster growth, stability, and long-term success.
- strategic financial planning
- expert investment advisory
- risk assessment & mitigation
- retirement & future planning
30+
Years of experience in finance
how it work
Our process for financial success
Our process is designed to guide you every step of the way. From initial consultation to personalized strategy development.
step-01
Understand the Client's Profile and Objectives
We start by understanding your financial goals, challenges, and priorities to tailor a personalized strategy that suits your objectives.
01
step-02
Recommend Suitable Mutual Fund Schemes
We analyze your risk profile and goals to recommend mutual fund schemes that align with your investment horizon and financial objectives.
02
step-03
Execute, Monitor, and Review Investments
We implement your investment plan, continuously monitor performance, and regularly review it to ensure alignment with your evolving financial goals.
03
faqs
Your most frequently asked questions answered
Our Testimonial
1250+ Customers Say About Our Finance
With over 1,250 satisfied clients, our finance and consulting services have earned praise for reliability, personalized guidance, and impactful results.