MonePlan Investory  - Mutual Fund Advisor in Kharghar, Raigad

MonePlan Investory - Mutual Fund Distributors

Member since Mar 7, 2022

About Me
"Founded in 2020, MonePlan Investory was started with an endeavour to streamline the wealth of people & enable them to enjoy brighter side of life. We, at MonePlan are driven by hunger to push boundaries & reinvent ourselves for the sake of our clients. Renowned for our unbiased investment advice on Bonds, Stocks, Mutual Funds, Insurance i.e. Life, General & Health etc. MonePlan currently guides many NRI’s & Retail Investors to accomplish their financial goals. Investors with good cash flow, increasing by the day, MonePlan sees this as an opportunity to transform their lives through financial planning. Mission -To provide efficient & best quality advice & services Vision -To be the most trusted & reliable Financial Planner"
About Work Experience
"Founded in 2020, MonePlan Investory was started with an endeavour to streamline the wealth of people & enable them to enjoy brighter side of life. We, at MonePlan are driven by hunger to push boundaries & reinvent ourselves for the sake of our clients. Renowned for our unbiased investment advice on Bonds, Stocks, Mutual Funds, Insurance i.e. Life, General & Health etc. MonePlan currently guides many NRI’s & Retail Investors to accomplish their financial goals. Investors with good cash flow, increasing by the day, MonePlan sees this as an opportunity to transform their lives through financial planning. Mission -To provide efficient & best quality advice & services. Vision -To be the most trusted & reliable Financial Planner"
Experience & Qualification
Qualification
Graduate
Experience as an Advisor
20 Years
Total work Experience
5 Years
Services and Advisory Offered
  • Mutual Fund

  • Share Trading & Demat

  • IPOs, Bonds & NCDs

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
MonePlan Investory

902, Mauli Darshan Apartments, Sector 15,
Gharkhul, Near D Mart,
Kharghar,
Raigad,
Maharashtra, 410210

LICENSE

  Mutual Fund - ARN No. ARN-193121 - Validity - 01-01-2031

  Share Trading & Demat - MF06800 - Validity - 31-12-2050

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