Money Value Investor

Invest in Fixed Income or Balanced Investment Products

OPEN YOUR NATIONAL PENSION SCHEME NPS ACCOUNT

Return 8 – 10%

OPEN YOUR FIXED DEPOSIT (FD) ACCOUNT [Shriram Finance]

Return 8 – 10%

About Us

Money Value Investor offers comprehensive investment solutions with risk-adjusted returns for its clients by having proper asset allocation of Debt and Equity in the financial portfolio and rebalancing the portfolio on a regular basis as and when required. We advise investors to invest their valuable monetary assets in the right place that allow greater returns with the least possible risk.

Our Goal: Financial Literacy & awareness among people for better informed decision making in their investment.

“Consumer satisfaction is what we strive to deliver at any cost possible.” Our services like mutual funds selection, financial planning, Tax Services & Retirement Services, Insurance & personal finance etc. will add greater value to your monetary assets. We provide periodical reviews and schedule portfolio check for each individual client for comprehensive Financial Services service.

Our objective is to help you to make smart & informed decisions with your money so you can achieve your financial goals. We listen to your issues and understand your needs, concerns and values. We word hard to educate you and guide you through the decision-making process.

Why Money Value Investor:

Portfolio Review (Free)
24×7 Helpline (Phone/Whatsapp)
Dedicated AMFI Qualified Expert
Best Personal Finance/Insurance Advice
Full Assistance for Investment/Policy period

Your Partner In Services | Our Offerings:

Mutual Funds (EquityBalanced/Index/ELSS/Thematic)	Term	Risk Planning	Loan (Home/Personal/Business Loan/Car Loans/LAP)
Debt/Liquid MF	Health	Investment Objectives/Goals	Taxation Advise
Gold ETFs - Exchange Traded Funds	Personal Accident	Asset allocation	Tax Saving
Bonds	Critical Illness	Personal Finance	Plans
Fixed Deposit (FDs)	General Insurance		Retirement Plan
NPS	- Home		Child’s Future Plans (Education & Marriage)
Emergency Funds	- Building Insurance		Other Goals
	- Group Health Insurance		Wealth Creation
	- Group Personal Accident
	- Workmen Compensation Insurance
	- Motor/Vehicle
	- Travel

Knowledge Centre/Information :

Mutual Fund Investment Steps:

After suitability, Investing in a Mutual fund is very easy and quick :

You can Start with any amount (as low as 500)
You can select out of many options – Low Risk to Very High Risk products, like- Liquid Funds, Debt Funds, Sector Funds, Large, Mid Cap, Multicap & Small Cap funds etc.
You can invest in Lumpsum or Start monthly investments (SIP) through Auto Debit Creation/One time mandate
No requirement of Demat account.
You can start investing Step up investment anytime/periodically.
You can track/review your transactions, NAV and returns etc. in real time basis with Monthly consolidated statement facility on email or as and when desired.

You need to complete a KYC process, if not done yet. Please check here, if your KYC OK or not.

Documents required for Investment in Mutual Funds: (For clients whose KYC is not done)