CA Mayank Bansal

Co-Founder

Sangrur, Punjab, India9 yrs 4 mos experience

Key Highlights

  • Trained over 5,000 investors in financial literacy.
  • Helped clients achieve significant wealth growth.
  • Expert in creating personalized investment strategies.
Stackforce AI infers this person is a Fintech expert specializing in wealth management and investor education.

Contact

Skills

Core Skills

Financial PlanningMutual Funds

Other Skills

Tax PreparationFinancial AnalysisPublic SpeakingEstate Tax PlanningFinancial AccountingTax AccountingEvent Management

About

Most professionals know how to earn, Very few know how to grow what they earn. For many salaried professionals, investing feels like a maze: - Too many choices - Too many ‘expert’ opinions. - Every Market dip feels like a punch in the gut. Most people who come to me tell me the same thing: “We want our money to grow through the Mutual Funds, but we aren't sure if we are doing it right!” That’s where I step in. I’m CA Mayank Bansal, Founder of Bansal Brothers Financial Services. For the last 8 years, I’ve been helping busy professionals & HNIs make investing stress-free, tax-efficient, and goal-focused. The results speak for themselves: ✔ A 25-year-old professional who began with an INR 10,000/month SIP now has a clear roadmap to reach 2.50 cr. corpus before retirement. ✔ Families who once worried about market crashes are now building a 25–30 lakh education fund for their child through structured portfolios. ✔ HNIs who had idle cash are today generating 15-18% tax-efficient annualised returns- without taking unnecessary risks. Whether your dream is to buy a home, save for your child’s education, retire early, or simply enjoy life without financial stress, we create personalised, performance-driven portfolios that grow steadily and beat inflation. So if you are ready to plan your finances smartly, Let’s talk in the DMs or contact below. WhatsApp- https://wa.me/message/QBJEDLSS2NCYE1 Email- bansalbrothers79@gmail.com visit: www.bbfinance.pro

Experience

Bansal brother financial services

Finance trainer| SIP & Wealth Planning | Bansal Brothers

Nov 2016Present · 9 yrs 4 mos

  • At Bansal Brothers Financial Services, we help two key groups:
  • Salaried Professionals: SIP-based investing, tax saving, goal planning
  • HNIs: Capital preservation, diversification, 10 Cr+ wealth allocation
  • What we offer:
  • Personalized SIP strategies
  • Tax-efficient mutual fund portfolios
  • Ongoing portfolio tracking and rebalancing
  • Our Impact:
  • ✔ Conducted Investor Awareness Programs (IAPs) across multiple districts of Punjab
  • ✔ Trained 5,000+ investors through 100+ financial education sessions
  • DM me or email Bansalbrothers79@gmail.com for a free consultation
Mutual FundsTax PreparationFinancial AnalysisFinancial PlanningPublic Speaking

Education

The Institute of Chartered Accountants of India

Bachelor of Commerce - BCom — Accounting and Finance

Jan 2016Jan 2016

Institute of Chartered Accountants of India

chartered accounta

National Institute of Securities Markets (NISM)

5 A

National Institute of Securities Markets (NISM)

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