Mutual Funds Distribution

MATA is one of the earliest players in distribution to institutional treasuries and continues to be one of top mutual fund distributor. With clients across major metros in India Mata Securities India Pvt. Ltd. has been a popular choice of corporate treasuries. The average length of customer relationship is eight years.

An approach of presenting the macroeconomic scenarios and risk return trade off of mutual fund products to corporate treasuries by lucid explanations has been the unique selling point. MATA believes in guiding corporate treasuries to preserve and protect their surpluses. The focus has been recognized and rewarded by various accolades from the asset management industry.

Institutional Equity

Mata Securities India Pvt. Ltd. is a registered member of National Stock Exchange and Bombay Stock Exchange. With empanelment to more than seventy institutions like Insurance companies, asset management companies, banks and pension funds MATA has been in institutional equity broking for more than two decades.

Wealth Management

Successful Wealth management is an ever changing ideal. It demands an in-depth consultative process that delivers customized solutions across the broad array of financial needs as well as asset classes. We believe that every client is different and view their situation as unique before embarking on the journey to create a roadmap in order to achieve the predefined goals. Its not just about timing your investments, its also about how much time you give them.

Don’t let short term hiccups and the ups and downs of business cycles come between you and your wealth creation. Wealth Management is an ongoing process and our commitment to your wealth creation.

A few steps with us can take you there:

  • Client Profiling & Segmentation
  • Asset Allocation
  • Review of existing portfolio
  • Implementing/Optimising Asset Allocation
  • Investment Proposal
  • Execution
  • Monitoring & Updation
  • Periodic Portfolio Restructuring

Fixed Income

Mata Securities India Pvt. Ltd. has been an avant-garde brokerage house in Indian Debt Markets. Having executed the inaugural deal on National stock exchange MATA became the largest player in government securities dealing.

MATA has also been a pioneer in private placement of commercial paper and non-convertible debentures.