Disclosure

Cancel at any time. After the free trial period, your account will be debited the normal monthly pricing per Mudani’s fee schedule (please reference plans & pricing page). Please send an email to support@mudani.com with any questions or concerns.

First 3 Months FREE! Start Your Mudani Membership Today & Get Invested.

3 Simple Steps.
Ready? Set. Go!



Step 1:Tell us about you.

You’ll fill out a simple investment questionnaire, fill in your personal information, and then choose an account type (only takes 5 mins!). This will help us understand your financial profile.

Account types that you can open:

INDIVIDUAL

Set up an individual taxable account for your general investing needs

JOINT

Establish a joint account with a relative, spouse, or domestic partner.

IRA

Retirement accounts. Invest in your future with Traditional, Roth, and SEP IRA's.

TRUST

A trust can hold different assets, including cash, stocks, bonds, mutual funds, real estate, and other property and investments.

Step 2:We’ll build you a personalized portfolio.

Based on your answers to the questionnaire (each question has a smart weighting), we’ll design a low-cost investment portfolio to help you grow your money. The main variables we solve for are 1) Your Time Horizon & 2) Your Risk Tolerance, to determine your Investment Objective.

Step 3:Your money on the right path.

Once your account has been approved by our custodian, it’s go time! Fund your account via our integrated tool that securely connects to any major bank. Once funds have been deposited, your investing journey has begun.

Smart technology delivers fully automated trading to rebalance your portfolio to maintain your preferred risk level at all times. Track your portfolio performance anywhere, anytime with our user-friendly client portal.

Check investing off your to-do list in minutes

Start Right Now
Wealth Calculator

How your portfolio could grow over time?

Your Mudani portfolio has the potential to compound capital at a high rate. Calculate it yourself below! Please note projections are based on historical market data. (3% weak, 7% normal, 10% strong)

Weak: $2,354
Normal: $2,577
Strong: $2,759

FAQs

  • What is a Robo-advisor?
    Robo-advisors are a class of financial advisors that provide investment advice or investment management online with moderate to minimal human intervention. They provide digital financial advice based on mathematical rules or algorithms. At Mudani, your portfolios are reviewed & triple checked ​by a team of (human) specialists after the robo algorithm determines the best fit.
  • What types of accounts can I open with Mudani?
    We support the following account types:
    • Individual accounts
    • Joint accounts
    • Roth IRA
    • Traditional IRA
    • SEP IRA (single participant only)
    • Trust accounts (Mudani PWM only)
    • Custodial/UTMA accounts (Mudani PWM only)
  • Transactions -- Deposits and Withdrawals
    • Deposits are typically automatically invested within 3-4 business days into your portfolio.
    • Withdrawals typically take 5 business days to reach your linked checking account, which includes trade settlement and transfer through the ACH network back to your bank.
    • Any time there is a transaction in your Mudani account (deposit, withdrawal, or change in your portfolio), we buy and sell shares on your behalf in the proper amounts. Mudani takes care of all the trading for you​. We also trade in order to rebalance your account when your portfolio deviates away from your desired target allocation.
    • Traditional IRA
    • SEP IRA (single participant only)
    • Trust accounts (Mudani PWM only)
    • Custodial/UTMA accounts (Mudani PWM only)

Mudani

Capital

Mudani

Capital

Mudani Capital LLC is an SEC Registered Investment Advisor. For more information please view our SEC firm summary at https://adviserinfo.sec.gov/firm/summary/309517. Securities offered through Marsco Investment Corporation (“Marsco”), which serves as a fully disclosed introducing broker to Interactive Brokers. Interactive Brokers is the execution broker, clearing broker, and custodian. For more information about Marsco, please visit https://brokercheck.finra.org/firm/summary/18483. For more information about Interactive Brokers, please visit https://www.interactivebrokers.com/en/home.php. The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered legal, investment or tax advice as it does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

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