AUM 750CR+
Clients 4500+

Your Wealth,
Intelligently Invested.

Expert portfolio construction, Mutual Funds, PMS & Bonds. Delivering unbiased wealth solutions under one trusted roof.

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AMFI Registered APMI Registered 4500+ Investors 20+ Years of Expertise AMFI Registered APMI Registered 4500+ Investors 20+ Years of Expertise AMFI Registered APMI Registered 4500+ Investors 20+ Years of Expertise

AMFI Registered Mutual Fund Distributor

ARN-127385
24 Aug 2017
23 Aug 2029

AMFI Registered SIF Distributor

ARN-127385
22 Sep 2025
21 Sep 2028

APMI Registered PMS Distributor

APRN02478
13 Jul 2026
12 Jul 2029

AIF Distributor

I, II & III
Our Services

Comprehensive Financial Services

Investments across various asset classes and customized portfolios curated for you!

Mutual Funds

Curated equity, debt and hybrid funds from all AMCs. Expert portfolio construction with regular performance tracking and rebalancing as required.

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PMS Distribution

Selection of Professionally managed, customised portfolios with dedicated fund managers and direct stock/bond ownership in your name.

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Fixed Deposits & Bonds

Best-in-class FD rates from top-rated banks and NBFCs, plus G-secs, PSU bonds and high yield NCDs.

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Alternative Investment Funds

Exclusive Cat I, II & III AIF access venture capital, private equity, real estate and hedge strategies for sophisticated investors.

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Specialised Investment Funds

Expertly bridge the gap between regular mutual funds and high-end Portfolio Management Services (PMS) by allowing fund managers to use advanced strategies while maintaining the strict transparency and liquidity of mutual funds.

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Structured Products

Market linked debentures and structured notes with capital protection variants combining equity upside with downside safety.

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Wealth Management Team
4500+
Happy Clients
₹2,500Cr+
Assets Managed
Why Investors Trust Us

A Partner You Can
Rely On

We operate on a strict client-first, zero conflict model. Every action is purely in your interest, backed by deep research, regulatory compliance, and more than two decades of market experience.

Zero Conflict
Unbiased portfolios only your interests matter.
Research-Backed
All action backed by deep analysis.
Convenience Across Formats
Digital and Physical transactions completed in an efficient and smooth manner
Pan-India & NRI
Global reach with investors across India and the world for NRIs.
Why Choose Us

The Moneymatics Advantage

Dedicated Relationship Manager

One point of contact who knows your portfolio inside-out and is always a call or message away.

Regulatory Compliance

AMFI and APMI registered. Every transaction is transparent, audited and 100% client-protected.

Research Led Performance

Our investment committee reviews 500+ instruments monthly to shortlist only the best for your portfolio.

100% Digital Convenience

Invest, track and manage your entire portfolio digitally — no paperwork, no branch visits needed.

NRI & Global Reach

Capabilities to service clients across the world. Be it Non Resident Indian, Overseas Citizens of India & Foreign Nationals, we cater to rupee denominated and dollar dominated investments.

Regular Portfolio Review

Detailed performance reports and rebalancing recommendations every quarter keeping you on track.

Let's Connect

Ready to Begin Your
Investment Journey?

Join 1100+ families who trust Moneymatics with their financial future.

Client Success Stories

Trusted by Visionaries

Client
Dr. Meera S.
MEDICAL PROFESSIONAL

"What I love most is their zero-conflict model. I always feel confident that their recommendations are purely in my best interest. Truly exceptional service."

Client
Vikram P.
NRI INVESTOR

"As an NRI, managing investments in India was a challenge until I partnered with Moneymatics. Their digital platform keeps me fully informed."

Client
Anita D.
IT EXECUTIVE

"The portfolio reviews are so insightful. My RM explains everything clearly, which helps me stay completely confident about my long-term goals."

Client
Rahul M.
ENTREPRENEUR

"Their PMS strategies have delivered consistent alpha for my corporate surplus. Very professional team with a deep understanding of market cycles."

Client
Sanjay K.
RETIRED PROFESSIONAL

"Smooth transition into retirement thanks to their strategic debt and equity allocation. I receive steady monthly cash flows without capital erosion."