About Us

Our Company

MONDIAL MMX Financial Consultants Pvt. Ltd (MONDIAL MMX) is a Mumbai based Life Goal Planning & Multi Financial Product Distribution firm. We are providing this Life Goal Planning & Multi Financial distribution services since year 2000 and have strong existing client base of 1000+ clients families in India & Abroad. The Company helps both individuals and Corporate on a regular basis to take financial decisions to best of their benefits.

MONDIAL MMX As your Life Goal Planners, offers you independent, fair and unbiased Investment advice keeping your interest as a top priority. Financial planning is a process that can help you reach your goals by evaluating your whole financial situation, then outlining strategies that are customized to your individual needs and available resources. Best of all, once you have financial security for future, you can live a peaceful life.

MONDIAL MMX Financials is in mission of offering personalized Life Goal Planning service to its clients using 7 Pearl Methodology to enable them reach Financial Security and Financial Independence.

We have dedicated team to provide the highest level of focused advice & services to domestic as well as NRI Community. Through our multi years of experience in helping NRI managing their India related investments, we are able to offer proven and time tested Life Goal Planning and Investment advisory services of MONDIAL MMX to NRI Community.

Management Team

Rtn Chetan Joshi, promoter director of MONDIAL MMX Financial, has more than two Decades of experience in Financial field & more then 21 years of experience on the technology front. He is one of rare breed of person to have deep knowledge & hands on experience in the field of Finance & Technology both.

On Finance front, he has been helping his clients to take right decision about their finances through his Life Goal planning practice. He has been instrumental in designing “7 pearl Methodology” for Life Goal planning practiced by MONDIAL MMX Financial. A 19 years veteran in this field, he has got many accreditations to his credit like AFP, LUTCF, NCFM, certificate of Life Insurance College, MDP from IIM-Indore and many more. He has been a member of MDRT USA, a Premier association of financial professionals, since 2007. He makes sure to attend the conferences of MDRT at USA & CANADA every year to keep himself updated about the latest in the world of financial markets. This assures the benefit to his clients through his Life goal planning practice of international standards.
He heads the company MONDIAL MMX Financial Consultants Pvt Ltd. MONDIAL MMX Financial is Multi Financial Product Distribution Company for many corporates & 1000+ individual clients from executives to CEO level, world over.

Piyush Bhatt , is a MBA Finance with Engineering background from the top-notch university of India. He has more than 16 years of experience in working with Fortune 500 companies globally. He has been living in USA for last 11 years and manages his boutique Consulting firm. He has in-depth knowledge of Western financial world, processes, compliance, Taxation and Life Goal Planning methodology. He manages MONDIAL MMX NRI business Unit and is busy expanding Company's horizon to fast growing and ever Demanding NRI markets.

Bela Joshi, Director, has got 19 years to Rich Experience in Life & General insurance industry through her association with LIC, India Largest Life Insurance company. She has achieved qualification criteria for MDRT, USA for many years winning many awards from LIC.
Besides having Rich experience in Education field, she is looking after Processes & execution of services at Mondial MMX Financial.

Our Commitment

✔ We create, develop and preserve your personal wealth through objective, tailored financial advice.
✔ We don't sell, We help you buy
✔ We always keep our client's interest in mind while offering any Advice
✔ We strive to offer best suitable product to each client to suit his/her individual need from wide range of reputed companies in the market.
✔ We work with most of the leading Financial Institutions and Govt. Organizations to bring complete range of Products for our clients.
✔ We assure complete Privacy of your data
✔ We strive to offer best Service for maintaining your Portfolio