Welcome To MoneyGraph
Money Graph incorporated with means of Mutual Funds distribution in the year 2008, Life Insurance in the year 2003 and General Insurance (Mediclaim) in the year 2007 with client centric approach having at present more than 1800 satisfied clients. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund, and Insurance Consultants recognized by the NSE National Stock Exchange, BSE Bombay Stock Exchange, AMFI (Association of Mutual Fund in India), IRDA Insurance Regulatory Development Authority.
Our objective is to help you preserve and grow your hard-earned assets. Advising products which are in the best interest of our clients is our core philosophy. Money Graph follows a very important need analysis matrix for our clients taking a holistic view. Our objective is to make sure that our clients feel confident & comfortable in the management of their assets and achieve their financial goals.
Our Products
Mutual Fund
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against MF
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.
