Mantri Investment Services LLP
Founded in 2017, Mantri Investment Services LLP began with an ambition to make investing more effective for investors through disciplined investing, goal-led planning, and clear guidance. Based out of Kolkata with pan‑India clients, we serve as a one‑stop platform for all financial needs, combining disciplined investment processes with personalised service. As a business partner of Motilal Oswal Financial Services, we deliver direct access to industry research, diverse products, and reliable technology to help clients pursue measurable financial goals.
Our LEADERSHIP
Santosh Kumar Mantri
Mentor
With a background in commerce, economics and professional experience in investment research, Vivek brings a research-led and analytical perspective to financial advice.
He holds a B.Sc. in Economics (Hons.) from St. Xavier’s College, Kolkata, and is a CFA Charterholder. During his two years with State Street Investment Management, he worked in investment strategy and research, developing a strong foundation in analysing markets and evaluating investment opportunities.
In 2023, Vivek joined Mantri Investment Services LLP, continuing the firm’s legacy of trusted financial guidance. He works closely with clients across their investment journeys—helping them assess opportunities, structure their portfolios and stay aligned with their long-term financial goals.
Vivek believes that sound financial advice is rooted in clarity, research and consistency. He is committed to understanding each client’s unique circumstances and providing thoughtful, disciplined guidance that supports sustainable wealth creation over time.
CA Vineet Mantri
Partner
With a strong academic foundation in Commerce and professional experience across corporate finance, Vineet brings a blend of financial expertise, analytical insights and practical market understanding to the firm.
A graduate in B.Com from St. Xavier’s College, Kolkata, he qualified as a Chartered Accountant in 2015. He began his professional career with Barclays, where he spent two years in the finance domain, gaining valuable experience in a global financial institution.
In 2017, he chose to join the family’s stock market and financial services business, carrying forward its strong legacy of client relationships and trust. Since then, he has been working closely with individuals and families guiding them across investments and financial markets.
His approach is centred on personalised advice, disciplined investing and long-term wealth creation, with a strong emphasis on transparency, client service and building enduring relationships.
Vivek Mantri, CFA
Partner
With a background in commerce, economics and professional experience in investment research, Vivek brings a research-led and analytical perspective to financial advice.
He holds a B.Sc. in Economics (Hons.) from St. Xavier’s College, Kolkata, and is a CFA Charterholder. During his two years with State Street Investment Management, he worked in investment strategy and research, developing a strong foundation in analysing markets and evaluating investment opportunities.
In 2023, Vivek joined Mantri Investment Services LLP, continuing the firm’s legacy of trusted financial guidance. He works closely with clients across their investment journeys—helping them assess opportunities, structure their portfolios and stay aligned with their long-term financial goals.
Vivek believes that sound financial advice is rooted in clarity, research and consistency. He is committed to understanding each client’s unique circumstances and providing thoughtful, disciplined guidance that supports sustainable wealth creation over time.