About Us

Money Solutions Provided Services to Clients Since Last 11 years.We Are a fee based financial planning firm providing holistic solutions in personal finance. We help people understand their current financial situation, create and prioritize financial goals, and develop a sensible plan to reach or exceed those goals.

In life at every point of time you need money to fulfill your and your family’s requirement, but what about when you would not be there to look after your family.

Money Solutions is a full services financial services company committed to providing its clients with sage and sound investment advice. Money Solutions believes that a solid investment strategy must be developed individually for each client by focussing on their core goals and interests.

 

Personal commitment to professional excellence, coupled with a strong desire to help others, is the common thread among the Investment Advisors at Money Solutions. We often hear that the experiences that our clients have working with Money Solutions are far superior to those encountered at other investment companies, We’re proud of that difference, and of the long lasting relationships we have forged with our clients, their friends and their families!

 

We provide a broad spectrum of investment solutions and services ranging from traditional solutions as mutual funds, insurance, deposits/F.D etc. We also offer more unique services as investment in arts, real estate and estate planning.

 

Increased client sophistication and complex investment vehicles combined with dynamic market conditions have given rise to a new breed of investors who value investment advice. Accordingly, since its inception Money Solutions Solutions has positioned itself as an open-architecture advisory-led model with the belief that this approach is sustainable over the long term.

 


The fact is, its always a loss which you suffer when you lose someone you love. But your emotional struggles dont need to be compounded by financial difficulties. Life insurance helps make sure that the people you care about will be provided for financially, even if youre not there to care for them yourself.

In short Life Insurance is the way to keep your family independent with you and after you.

Mutual fund is a trust that pools money from a group of investors (sharing common financial goals) and invest the money thus collected into asset classes that match the stated investment objectives of the scheme. Since the stated investment objectives of a mutual fund scheme generally forms the basis for an investors decision to contribute money to the pool, a mutual fund can not deviate from its stated objectives at any point of time. Every Mutual Fund is managed by a fund manager, who using his investment management skills and necessary research works ensures much better return than what an investor can manage on his own. The capital appreciation and other incomes earned from these investments are passed on to the investors (also known as unit holders) in proportion of the number of units they own.

When an investor subscribes for the units of a mutual fund, he becomes part owner of the assets of the fund in the same proportion as his contribution amount put up with the corpus (the total amount of the fund). Mutual Fund investor is also known as a mutual fund shareholder or a unit holder. Any change in the value of the investments made into capital market instruments (such as shares, debentures etc) is reflected in the Net Asset Value (NAV) of the scheme. NAV is defined as the market value of the Mutual Fund schemes assets net of its liabilities. NAV of a scheme is calculated by dividing the market value of schemes assets by the total number of units issued to the investors