FINANCIAL ASSESSMENT
Why financial planning is so important? We all have dreams, we want to own a car, a house, we want to see our child attending a prestigious college and we want to build a healthy retirement corpus. But we seldom pen down these goals and work towards achieving them. We at Money Munafa will help you set your financial goals, take adequate insurance, plan a peaceful retirement, save maximum taxes and manage your cash flows.
MUTUAL FUNDS & EQUITY INVESTMENTS
With falling fixed deposit rates mutual funds are an ideal way to start your investment planning for achieving your goals. SIP (systematic investment plan) is the beast option to grow your wealth over the years with a monthly investment as low as INR 500.We also offer PMS(portfolio management services) for the HNIs and the investor who cannot track their stock investments daily. All this process is entirely paperless and hassle-free.
RISK MANAGEMENT
Uncertainties can knock anytime in life. Some incidents in a person’s life are unforeseen and cannot be avoided, perils like fire in the house or offices premises or an accident can cause a major setback to your savings to cover these risks a person should always be covered. We offer solutions like shopkeeper’s Insurance, House Insurance, Motor Insurance, personal accident Insurance and Life Insurance for individuals to cover the risk for future.
RETIREMENT PLANNING
If you’re someone looking to spend a quality retired life, then retirement planning should be prioritized. Often in our busy life, we forget to foresee the future and keep delaying our plans. But what we need to realize the sooner we start, the more we shall be able to accumulate till retirement. Inflation is the biggest enemy which can impact your savings, we help plan for financial freedom post retirement
NRI INVESTMENT
If you are an NRI on the lookout for a trusted DP with a high-performing trading platform, look no further. We allow traders and investors to open an all-in-one account to trade in multiple securities online and offers high-quality market analysis and research.
HEALTH INSURANCE
The treatment costs of illnesses have been rising, therefore the need to have health insurance cannot be understated. Having a Health Insurance is not mandatory from the government of India but ignoring it could prove costly. We provide Individual health insurance plan / customized group insurance packages for small, medium, and large-scale companies.