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MoneyFest Wealth

About

We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services. We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Deposits, etc. from some of the leading companies, institutions in India. We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us. In addition to financial products, we also offer access to real estate properties as investment opportunities to our clients. Few of our products are exclusively offered by us in the market. Mission To make every client an informed Investor and help achieve his financial goals by offering credible services and to channelize the household savings into right financial instruments.

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Investment Need Assessment

We create comprehensive financial plan for the different goals in your life. The plan will indicate the savings required to achieve the different financial goals like child education, child marriage, your retirement or any other short term or long term goals like car, foreign holiday and new home.

The Investment Need Assessment is the result of system tool developed to find results required to meet financial /cash-flow projections. The same is done to aid our primary business of financial products distribution and the service is supplementary /secondary in nature. (There is no charge for this service.)

This report will be done by us based on certain assumptions and the information disclosed /available with us. The report would help you to assess your investment portfolio requirement.

Please note that this is NOT a 'financial plan' and there is NO 'financial planning' undertaken by us. This is also NOT an “Investment Advice” for you and is strictly for general information /academic purposes only.
Investment Need Assessment We create comprehensive financial plan for the different goals in your life. The plan will indicate the savings required to achieve the different financial goals like child education, child marriage, your retirement or any other short term or long term goals like car, foreign holiday and new home. The Investment Need Assessment is the result of system tool developed to find results required to meet financial /cash-flow projections. The same is done to aid our primary business of financial products distribution and the service is supplementary /secondary in nature. (There is no charge for this service.) This report will be done by us based on certain assumptions and the information disclosed /available with us. The report would help you to assess your investment portfolio requirement. Please note that this is NOT a 'financial plan' and there is NO 'financial planning' undertaken by us. This is also NOT an “Investment Advice” for you and is strictly for general information /academic purposes only.
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Our timings

[IS_BIZ_OPEN] Mon: 11:00AM  -  6:00PM
[IS_BIZ_OPEN] Tue: 11:00AM  -  6:00PM
[IS_BIZ_OPEN] Wed: 11:00AM  -  6:00PM
[IS_BIZ_OPEN] Thu: 11:00AM  -  6:00PM
[IS_BIZ_OPEN] Fri: 11:00AM  -  6:00PM
[IS_BIZ_OPEN] Sat: 11:00AM  -  6:00PM
[IS_BIZ_OPEN] Sun: Closed  -  Closed

Contact

18/2B, Chakraberia Road(south). 2nd Floor.,
+91 7687813266  or   or   
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number when you dial.
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0 0 MoneyFest Wealth 18/2B, Chakraberia Road(south). 2nd Floor.,
56500ee74ec0aa279cab950eMONEYFESTWEALTH57c3c1a65d69370d7cf4bb19