Manthan Research and Advisory is a boutique investment advisory firm based in Chennai, founded in 2016 by Bharat Jain, a SEBI-Registered Investment Adviser (RIA No. INA200005109).
At Manthan Research, we offer multi-asset advisory services designed to help clients achieve their investment goals and long-term wealth objectives. Our approach emphasizes independent, research-driven, and fee-only advisory, ensuring complete alignment with our clients’ best interests.
We provide comprehensive and customized investment solutions across:
Wealth Advisory – Equity and Fixed Income strategies
Treasury Advisory – Liquidity and cash management solutions
Consulting Services – Tailored financial insights for institutions and individuals
Over the past six years, we have successfully advised on assets exceeding INR 500 million, helping clients build, preserve, and grow their wealth with confidence.
Empowering NRIs and Indian families to build wealth through AI-powered, transparent, and personalized investment advisory.
Helping individuals and families achieve financial independence through smart investing, goal-based planning, and holistic wealth management.
Guiding investors - especially NRIs - through market cycles with over three decades of hands-on expertise in wealth creation and portfolio resilience.
