In this ever changing, dynamic and competitive environment, we take this opportunity to introduce ourselves and to familiarize your good self with bouquet of services we render to our growing and satisfied customer list.
We are a Group of minds which helps its clientele in achieving improved returns from conventional, rather un-predictable and multifaceted financial products. Our decade plus experience on financial markets, considered to be simple, though quiet complex, revolves around fundamental principal that if one plans and adopts timely and focused approach towards their investments and choose right mix of investment products, then one can certainly attain superior results in terms of Return on their Investments viz-a-viz benchmark products. We pick, choose and recommend various investments strategies and this - our expertise – has helped us service and retain our diversified set of Clients, be it HNI, Ultra HNI and Retail Clients, to their satisfaction.
Our endeavor remains and always revolves around building and maintaining long term mutually rewarding relationship and hence our Clients are proposed with strategies which suit their expectation alone. Wealth Management or Financial Planning at Moneymatters, as one may alternatively say, is uniquely based on Client’s profile, his / her financial Goals considering the preferred and advised Risk parameters, depending upon Client’s age, returns expectation, time-frame etc.
Our product basket has numerous products on offer, which provide Clients with better selection options based on his/her needs, backed by research and Client’s risk appetite. Our product selection is based on following parameters: Quality, goodwill and Cost of Product, Consistency and Risk on product, future expectation of returns from product based on various financial readings and formulae.
We have managed to attain professional efficiency in following Investment products namely Mutual Funds, Liquid Funds, PMS, Insurance, General Insurance, Loans (LAP, LAS), Domestic and International Real Estate Advisory, Alternate Investment Funds (AIF), Money Managment and Equity Broking.
Moneymatters doesn’t follow conventional concept of product driven advisory. Rather, our team offers Research based products to all its clients so that his/her selection is uniquely positioned and priorities are well taken care off. NEED BASED SERVICE is our core MANTRA which is not-compromised and is uniformly adhered to by all Employees without any exception. We strongly focus on Client’s satisfaction, his/her wealth creation and Clients retention is the reward which we have managed to attain basis this focus and effort. This practice has helped our teams to remain grounded and on toes and abreast with markets dynamics all the time. In fact, satisfied and Happy Clients have taken us thus far and their expectations have brought out the best from our team.
We are committed to deliver best of advisory which suits client’s needs, objective. Our all recommendation is based on key objectives and data provided by you which is related to your risk taking ability and time horizon. We intend to deliver best of portfolio mix & best of asset allocation with relatively lesser risk and relatively high returns in short term or long term.
Our all advisory is based on tailor made approach, wherein we would prefer to interact with client on time to time and reach to a justified expectation & result in portfolio.
Mr. Rohit Khandelwal brings 14 years of experience in financial planning and wealth management. He is a MBA in finance from IIF, Delhi. He himself is a regular investor in different asset class. He follows Indian stock market and international market thoroughly. According to him plan for your future today so that you don’t need to regret in future. He has experience with renowned companies like Way2wealth, Angel broking & HDFC Bank.
Mr. Sumit Kumar brings 10 years of experience in financial market. His prime interest area is investment advisory and equity broking. His past experience was with ICICI Lombard, Angel Broking and Aditya Birla Money.
He has more than 15 years of experience in Wealth Management, Banking, Asset Management and Capital Markets. His prior experiences includes Indiabulls Asset Management as Zonal Business Head, SMC Global as Regional Head, ING Bank as Area Head (North India). He was part of the core team in setting up many organisations and played a catalyst role in the success of these organisations. His educational qualifications are Executive Programme in Financial Risk & Investment Management (EPFRIM) from Indian Institute of Management, Calcutta (IIMC). Management in Business Finance (MBF) from Indian Institute of Finance (IIF), B.Com(H) from Calcutta University.
She is a Member of the Institute of Company Secretaries of India (ICSI) and Masters in Law (LLM). She brings along experience of international consulting firms. Preeti has over 15 years of post qualification experience in funding matters including structuring and compliance. She has been actively helping clients in transaction structuring exercise from planning to implementation state. Her experience includes advising on transaction structuring including demergers, acquisitions, corporate restructuring, capital restructuring, promoter shareholding, advice on technical collaborations, cross border structures like inbound and outbound investment.