With an illustrious career spanning over 35 years, Mr. Jagdish Thakkar stands as a respected name in the world of finance and taxation. Holding academic credentials in Bachelor of Commerce, LLB, and being a qualified Chartered Accountant (CA), he brings a powerful blend of knowledge, insight, and ethical grounding to the organization.
Mr. Jagdish Thakkar's deep-rooted expertise covers a wide spectrum-from taxation and compliance to financial structuring and strategic advisory. Over the decades, he has guided countless individuals, families, and businesses through complex financial landscapes with clarity and precision.
Beyond his advisory role, He is also a recognized voice in financial education, frequently invited to share insights on national platforms. He has conducted live sessions on CNBC and Zee Business channels, as well as featured on Big FM Radio, where his practical guidance and timely analysis have helped demystify finance for a broader audience.
As a mentor and guiding force behind the firm, Mr. Jagdish Thakkar continues to inspire with his unwavering commitment to knowledge-sharing, professionalism, and client-centric values-making him a pillar of trust in the financial community.
Mr. Kshitij Thakkar brings over 16+ years of rich and diverse experience in the financial services industry. With a strong academic background that includes a Bachelor of Business Administration (BBA), a Post Graduate Diploma in Financial Management (PGDFM), as well as degrees in Law (LLB and LLM), he blends financial expertise with legal acumen-an edge that adds depth to the strategic foundation of the business.
Throughout his career, Mr. Thakkar has consistently focused on bridging the gap between traditional financial practices and modern investment solutions. He has played a key role in guiding clients through the complex process of converting physical shares into demat form, helping many unlock the true value of legacy assets with transparency and efficiency.
As the Co-Founder and Promoter, he is deeply committed to building a platform rooted in trust, compliance, and long-term value creation. His vision is to empower investors-both new and seasoned-by making financial planning more accessible, structured, and growth-oriented.
With a rare combination of financial insight and legal proficiency, Mr. Kshitij Thakkar continues to shape a business that stands for integrity, innovation, and client-centric service.
At the heart of this journey is a belief: smart financial decisions can empower lives across borders.
She is the Co-Founder of this venture-a businesswoman with over a decade of experience in the finance industry. Her academic foundation lies in a Bachelor of Business Administration and a Post Graduate Diploma in Management, specializing in Business Operations, which equipped her with the strategic and analytical mindset needed to thrive in today's complex financial landscape.
Having built her career across global markets, she has gained international exposure, especially from her base in Vancouver, Canada, while staying deeply connected to her roots in India, where this business was born.
Through this platform, she aims to bring global insights and local expertise together-offering client-centric, transparent, and growth-driven financial solutions. Whether someone is just starting their investment journey or planning for long-term goals, she and her team are here to guide them with clarity and confidence.
Welcome to a new way of building wealth-backed by experience, driven by trust.
Welcome to MTrust Investments, your trusted partner in navigating the complexities of financial planning. We specialize in providing expert advice and personalized solutions in mutual funds, insurance, and comprehensive financial strategies.
Our foundation is built on years of experience and a deep understanding of the financial markets. We are committed to staying abreast of the latest industry trends and regulations to ensure our clients receive the most up-to-date and effective advice.
We safeguard your investments.
We are just a phone call away
We suggest investments based on goals
To provide our clients with the knowledge, tools, and support they need to achieve their financial aspirations, while building lasting relationships based on trust and integrity.
Our mission is rooted in the belief that financial confidence leads to personal freedom. Through collaboration, transparency, and a client-first approach, we aim to be a lifelong partner in helping our clients make informed decisions and create a secure financial future.
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