Recover Forgotten Investments. Build Lasting
Wealth
Personalized investment guidance. Transparent advice. Long-term wealth creation.
0+
Years Experience
₹0Cr+
AUM
0+
Families Assisted
Helping Families Build
Financial Freedom
Creating wealth isn't about luck. It's about disciplined investing, smart planning and consistent guidance.
Your Trusted Partner for Goal-Based Investing & Long-Term Wealth Creation
Track
Market Indices
Stay updated with the latest BSE and NSE market performance.
SENSEX
NIFTY 50
Financial Services Designed
For Your Growth
We provide smart, goal-oriented financial solutions that help you grow, protect, and manage your wealth with confidence.
Mutual Funds
Goal-based investment recommendations tailored to your needs.
Demat & Trading Accounts
Open hassle-free accounts with complete documentation support.
IEPF Claim Assistance
End-to-end help for recovering shares and dividends transferred to IEPF.
Share Trading
Transfer physical or demat shares with proper documentation support.
SIP Investment Planning
Build long-term wealth through disciplined monthly investments.
Old Share Certificate to Demat
Assistance with converting eligible old physical share certificates into dematerialized form, including document review, procedural support, submission requirements, and applicable processing formalities.
Duplicate Share Certificates
Assistance with converting eligible old physical share certificates into dematerialized form, including document review, procedural support, submission requirements, and applicable processing formalities.
Portfolio Management Services
Access professionally managed portfolios through eligible PMS providers.
Financial Planning
Organise your financial goals with structured investment information and support.
Insurance Solutions
Protect your family and future with suitable coverage.
See How Small Investments
Create Big Wealth
Visualize the power of compounding and estimate your future wealth with disciplined SIP investing.
Five Thousand Only
Amount Invested
₹6,00,000
Estimated Returns
₹5,61,695
Wealth Multiplier
1.9x
For illustration purposes only. Actual returns may vary. Maximum assumed CAGR: 12% as per firm policy (AMFI cap: 13%). Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Invest Smarter.
Anytime, Anywhere.
Everything you need to manage your investments from one beautiful mobile application.
Your Complete Wealth Creation Platform In One App.
Invest in mutual funds, monitor portfolio performance, track goals, receive live updates and access reports - all from the Mahendra CFS (Comprehensive Financial Services) app.
Your Trusted
Investment Partner
We combine disciplined investing, suitable scheme optionsning and professional guidance to help investors achieve long-term financial success.
Disciplined Investing
01Investment strategies aligned with your life goals, timelines and future aspirations.
Risk Management
02Diversified portfolios designed to balance growth opportunities and capital protection.
Tax Efficiency
03Personalized financial guidance and dedicated support throughout your investment journey.
Goal-Based Planning
04Disciplined investing focused on compounding returns and sustainable wealth creation.
Expert Guidance
05Personalized financial guidance and dedicated support throughout your investment journey.
Long-Term Growth
06Disciplined investing focused on compounding returns and sustainable wealth creation.
What Our
Investors Say
Trusted by investors who believe in disciplined wealth creation and long-term goal-based investing.
Rajesh Kumar
Working Professional
Neha Agarwal
IT Consultant
Sanjay Gupta
Business Owner
Pooja Desai
Marketing Manager
Arjun Mehta
Medical Professional
Rajesh Kumar
Working Professional
Neha Agarwal
IT Consultant
Sanjay Gupta
Business Owner
Pooja Desai
Marketing Manager
Arjun Mehta
Medical Professional
We value our customers and are extremely grateful to those who have recommended Mahendra CFS.com to friends, family and colleagues.
Answers To Your
Financial Questions
Find answers to the most common questions about SIPs, Mutual Funds, Tax Saving, Retirement Planning and Wealth Creation.
Need Personal Guidance?
Talk directly with our financial experts and get personalized investment guidance.
Dematerialisation generally takes about 30 days from submission of the complete request and physical certificates to the Depository Participant (DP), subject to verification by the company or its Registrar and Transfer Agent (RTA). Delays may occur if documents or certificate details do not match the records.
Call Us
Email Us
mahendramfd@gmail.com
Visit Office
7/1, Park west Apartment, Rama Mandira Road, Basavanagudi Bengaluru 560004
Working Hours
Monday - Saturday
10:00 AM - 7:00 PM