MoneyByMoney, Financial Services is a specialist firm focusing on Financial Planning .We have been offering these services since 2016 and have experience working with a diverse set of individuals – from career beginners, experienced / seasoned professionals to those near retirement or into retirement. We have experience handling people with different personal status like single, married, divorced, widowed, retired. We have dealt with people with diverse goals, personal situations, specific problem/ constraints, varying financial positions and level of evolution in financial matters. We would be able to best service salaried people & professionals.
"You need to choose the best surgeon for operation - not the cheap hospital... same is true for advisors"
Experience & Expertise : Our planning & services assist our clients in getting clarity & peace of mind. We have adequate experience in handling diverse client situations and have a team of experienced Financial Partners who have certification or have completed the education requirements in the program. We would hence be able to offer appropriate, client centric advice after due consideration of their needs, personal situation and after detailed analysis & deliberations. Our clients can leverage our experience & expertise to get to well suited service, in their situation.
Investment Services : Ramesh Khaire, the founder of MoneyByMoney, is registered with AMFI as Individual Financial Adviser ( IFA) under it's regulations and the advisory staff are his representatives. This is a stringent regulation. The regulation also enforces stringent compliance, year-end process audits, higher standards of education/ experience & certification, robust processes for ensuring proper risk alignment, suitability of products recommended etc.
As of now, we are working on a free/no charge model for Financial Services. Although we ensures that the advice dispensed is conflict free, dispassionate & unbiased. Once the advice is given, our client has liberty to modify it whenever they want,
Services delivery & engagement : We work from Ghatkopar, Mumbai and handle clients all across the country and abroad, from this office. Apart from Mumbai, we have clients in Bangalore, Delhi, Pune, Hyderabad, Chennai, Ahmedabad and other places. We work with NRIs too from places like USA, UK ( England ), Singapore, Malaysia, Dubai etc. We use technology to service our clients locally/abroad during our planning interactions and beyond. With technology, we are able to give our clients an immersive experience, as effectively face to face interaction through webinar.
You could trust us to do the right thing by you, as we swear by two cornerstone principles - ethics & integrity. We are looking for long-term, win - win relationships with all our clients.