About Us
In an era of constant change and volatile financial markets, investors require the guidance of a qualified, trained, and unbiased professional to assist them in achieving their short-term and long-term investment goals.
At Money is priority, our singular aim is to dedicate ourselves to assisting clients with integrity and diligence, surpassing their expectations and fostering enduring relationships.
We offer technologically advanced services to empower our clients to effectively monitor their portfolios and navigate toward their financial aspirations.
We pride ourselves on being a comprehensive solution for all insurance and investment needs, prioritizing reliability, promptness, and efficiency in delivering financial and insurance services.
We take the opportunity to introduce ourselves as a team of dedicated professionals unified by a singular vision and mission statement: “To Serve Our Customers with Integrity, Honesty and always putting Investor’s Interest First”
Our primary objective is to offer investment solutions tailored to our clients’ short and long-term objectives, utilizing various tools of asset allocation and financial planning with meticulous care.
Our mission is to empower individuals to achieve their financial aspirations through expert & strategic services, and unwavering commitment. We strive to build lasting relationships based on trust, integrity, and a deep understanding of our clients' unique needs, delivering solutions that drive growth and long-term success.
Our vision is to be the most trusted and respected financial partner, recognized for our dedication to excellence, innovation, and the lasting impact we create in the lives of our clients. We aim to lead with integrity and foresight, setting the standard for superior service and value in the financial industry.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN- 00000 | Date of initial Registration: DD-MM-YYYY | Current validity: DD-MM-YYYY
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