Our Company
Mondial MMX Financial Distributors Pvt. Ltd (Mondial MMX Financial) is a Mumbai-based
Multi Financial Product Distribution firm. We are Also MFD – AMFI Registered Mutual Fund
Distributors.
We are providing these Multi Financial Product Distribution services since the year 2000 and
have a strong existing client base of 1000+ clients in India & Abroad. The Company helps
both Individuals and Corporate on a regular basis to take financial decisions to the best of
their benefit.
We are in the Distribution of Multiple Financial Products like
- Insurance from Multiple Life & General insurance companies
- Equity like MF, Stock Advisory, PMS, AIF
- Alternate Investments like P2P, Invoice Discounting, Lease Financing, Startup Fund
- Corporate Fixed Deposits
- Properties
- Loans, etc.
We Provide you complete data with various options matching your life goals need and your Risk profile. This helps you take the right decision for the selection of right product for your need. Upon your selection, we do Execution, Servicing and give complete Reporting about your Portfolio.
Management Team
Rtn Chetan Joshi has more than 25 years of experience in financial field including 17 years of
experience on the Technology front. He is one of a rare breed of person to have deep
knowledge & hands on experience in the field of Finance & Technology both.
On the Finance front, he has been helping his clients to make the right decision about their
finances through his Multi Financial Product distribution practice.
A 25 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 is 5 Times MDRT, 6 Times COT & TOT since the last 5 years. Attends MDRT
conferences in the USA every year to keep himself updated about the latest in the world of
financial markets.
He is Associated with Rotary Club of Borivali since 12+ years. He is BNI member Since 2017 &
done advance renewal till year 2029.
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 provide you product comparisions and sufficient data points to help you take right
decisions as per your needs
✔ We don't sell, We help you buy
✔ We always keep our client's interest in mind while offering any product
✔ We distribute regulated financial products to assure right compliances
✔ We work with most of the leading Financial Institutions
✔ We assure complete Privacy of your data
✔ We strive to offer best Service for maintaining your Portfolio
✔ We provide reporting of financial products via Mobile App and Website