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About Us

Years of Trust
0 +Mohta Finserv provides information and transaction support for Mutual Fund products. Our team combines experience in financial services and technology to offer transparent processes and a smooth service experience.
We focus on presenting clear product-related information and helping individuals and families access relevant documents, digital tools, and transaction-related support. Clients are encouraged to review scheme-related documents, assess their own requirements, and understand the associated risks before making any investment decision.
At Mohta Finserv, we value informed decision-making, disciplined investing, and ethical practices. Through technology-enabled systems and responsive support, we aim to make the mutual fund journey simpler and more accessible.
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully.
Proven track record of success and stability in the financial sector.
Committed to helping clients achieve long-term financial growth.
Years of Experience
Active Clients
Team Members
Client Retention Rate
About Us
Discover the purpose and principles that guide Mohta Finserv.
To make mutual fund product information, transaction processes, and digital access clear and convenient for investors.
To support greater awareness of mutual fund products through transparent information, accessible technology, and responsive service.
Integrity, transparency, and responsible service guide our work. We focus on clear communication, accurate product information, ethical practices, and respect for every client interaction.
Team
Our team brings experience across mutual fund distribution, operations, technology, and client service to support a clear and efficient experience.
Our Partners
We facilitate access to mutual fund products offered by various fund houses. Product availability is subject to applicable arrangements, eligibility, and product terms.