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Company Profile

Money Maker aspires to be the pioneer in financial solutions, distribution and portfolio management services.

To realize this aspiration we have created a team of professional sales staff, who are diligently involved in approaching the prospective investors to provide solutions for their financial needs with a strong back office support and a customer friendly staff, fully dedicated for after sales service. The company has also equipped itself with latest software that has been installed to provide our customers with latest updates for their investments, portfolio management and research analysis. Further the company is planning to have the professional team exclusively dedicated for research work.

The organization is also on an expansion spree across the country with branches at strategic locations. Currently this concern is directly dealing with best asset management companies, and providing with the best plans from different Life Insurance companies. The company aspires to offer a wide range of lucrative investment instruments and avenues to all its esteemed customers. To materialize the same we are enthusiastically engaged in searching for strategic partners in fulfilling this endeavor.

Profile

Services

Currently we cater our financial advisory services from two different locations i.e. Delhi, Delhi NCR and UK with two functional branch offices and a corporate office. The Company is also planning to open more branches in the days to follow.


Products in its portfolio

1. Mutual Funds (of all Leading AMC)
2. Life Insurance
3. Portfolio Management Services
4. Bonds
5. IPO’s
6. General Insurance
(Marine, Health, Building, Inventory, Group, Vehicle)
7. Real Estate
8. Funding on your Investments
9. Buy/Sell Old share certificates


Products to be added in current portfolio

1. Loans
2. Art & Artifacts


The services we are providing :

1. Portfolio Management Services,
2. Timely advice for your investments,
3. Sending research articles periodically,
4. Door step service,
5. Personalized portfolio tracking,
6. Conducts sessions for market awareness*,
7. Help in filing Tax Return, and
8. Help in getting PAN card.

We at Money Maker don’t charge anything for the above mentioned services and still we try to give our clients not the better but the best services in industry.

The organization is in its initial stages to create space in the industry and is enthusiastically looking for strategic partners in this venture to create a place where the customer can come and seek the solutions for all his financial needs. Although Money Maker is primarily focusing on the retail segment and also has a dedicated team for catering the financial requirements for HNI and Corporate too.

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