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MONEYMATTER - Mutual Fund Advisor in Paranjape Nagar, Thane

MONEYMATTER - Mutual Fund Distributors

Member since Aug 5, 2013

 9860440232
 sci_ul@yahoo.co.in
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About Me
At Money Matter, our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professiaonal advice that adds value to their quality of life and results in actionable solutions. At Money Matter, offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.
About Work Experience
At Money Matter, our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professiaonal advice that adds value to their quality of life and results in actionable solutions. At Money Matter, offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.
Experience & Qualification
Qualification
MA
Experience as an Advisor
7 Years
Total work Experience
7 Years
Services and Advisory Offered

  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Share Trading & Demat

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • Housing Loans

  • Will Writing Services

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
MONEYMATTER

KALYAN,
Dist Thane,
Paranjape Nagar,
Thane,
Maharashtra, 421601

LICENSE

  Mutual Fund - ARN No. 77895 - Validity - 31-12-2050

  Life Insurance - IRDA No. 8688011 - Validity - 31-07-2020

  General Insurance - IRDA No. 8688011 - Validity - 31-07-2020

  Share Trading & Demat - 31316 - Validity - 31-12-2050

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