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MUTUAL FUNDS

We assess your earnings, savings, lifestyle, demographics, aspirations, future income needs and risk taking ability. Based on this information, we build and manage your mutual funds portfolio in a scientific manner so you can focus on achieving your financial goals.

INSURANCE PLANNING

Insurance is designed to protect your financial security and should be a key part of your overall financial plan. There are many types of insurance products available and the kind of coverage that’s right for you depends on your circumstances and financial goals.

FINANCING SOLUTIONS

Loans are a critical tool to achieve your personal milestones in life. Many a times there are utilities and aspirational assets that you need to purchase without there being adequate capital. It is essential to manage the cost of such capital & ensure adequate future cash flows.

TAX ADVISORY

Our tax advisory experts draw on their diverse experience and skills to give you an effective & seamless service through all the challenges of tax planning, financial accounting, tax compliance and maintaining effective relationships with the tax authorities on your behalf.

We work with you to help you measure your financial health by creating a customized sustainable financial wellness program. Our financial wellness program MyFinWell allows you to manage your cash flow better so that you are better planned to achieve your financial goals.

Why InvestMy.Money ??

YOU ARE THE PIVOT

CLIENT CENTRIC APPROACH

Our advice is centred around your financial personalities. We recommend the investment portfolios based on carefully crafted fund selection criteria and due diligence. Use our specialised calculators to quantify your investment goals, and watch your money grow. Should you need any assistance with our services, simply call us.

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WITH BANK GRADE SECURITY

SECURE PLATFORM

InvestMy.Money has invested in an integrated, secure and easy to access platform for your mutual fund investments. You don’t need to look elsewhere for your mutual fund investments. We have implemented bank grade security that ensures all your transactions are routed safely in the most secure environment.

GET THE BEST ADVICE

CERTIFIED ADVISORS

Our expert advice informed by our immense experience will always be readily available. Every major domain of the financial world – Financial Planning, Wealth Management, Portfolio Management, Banking, Business Strategy, Trade and Finance – has specialists ready to help. Simply call us and get your queries answered.

INVEST AT YOUR PACE, ANYTIME

EASY ANYTIME ACCESS

We have kept our web interface to be self – explanatory and really simple to use. You can access your investment information 24X7X365 via your online dashboard. You can also invest or transact at your convenience. Should you need any assistance, simply contact us, we are always available to assist you with any of your queries.

CALL & CHAT WITH US FOR YOUR FINANCIAL WELLNESS

+91 11 26011444

What's MyFinWell ??

MyFinWell is the path to your financial wellness.

Financial wellness refers to your ability to live within your means & manage your money. This is achieved by developing better spending habits, optimizing your debt, improving your savings, enhancing your investments & finally, planning for your retirement.

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I have always appreciated high standard of advisory services from Aashish. I’m certain that the InvestMy.Money flag will keep flying high.

Best of luck to you Aashish and your entire team.

Priya Marwaha

IT Consultant

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ASSOCIATION OF MUTUAL FUNDS OF INDIA REGISTERED MUTUAL FUND DISTRIBUTOR ARN: 175137

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