Manektala Investment Advisory Services Inc.

Overview

Manektala Investment Advisory Services Inc. is a small, independent RIA focused on serving individual and family clients with personalized wealth management and planning. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage of assets under management with hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and one-off planning projects. Investment activity is equity-focused: the firm favors exchange-traded equities as the primary allocation and runs separately managed account approaches for core holdings. It is not positioned as a capital allocator; instead it blends internally managed equity exposure with selective use of third‑party managers where specialist capabilities are needed, notably in real estate. The adviser does not identify as an active ESG investor and operates as a single-state adviser.

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Public Holdings

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Location & Offices