Assess your earnings, savings, lifestyle, demographics, aspirations, future income needs and risk taking ability. Based on this information, build and manage your mutual funds portfolio in a scientific manner so you can focus on achieving your financial goals.
Know More.
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.
Know More.
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.
Know More.
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.
Know More.
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.
MyFinWell
YOU ARE THE PIVOT
Our platform is centred around your financial personalities. We provide access to 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.
WITH BANK GRADE SECURITY
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
Informed by our immense experience, our inputs 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
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.
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.
Know Your Financials
To manage your finances, you need to understand them. First, create a budget and a personal balance sheet. Your balance sheet tells you about your net worth after comparing your financial assets with your financial liabilities. Next, create a record and track your spending. This will allow you to set goals for better financial wellness.
Know MoreAssets Under Management
Happy Customers
Product Partners
Investment Products
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 your entire team.
IT Consultant
Our Product Partners
