Our Services

Everything Your Wealth Deserves

Expert managed financial services across every asset class from SIPs to AIFs, tailored to your goals by Senior Team Members.

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AMFI Registered · ARN-127385 APMI Registered · APRN02478 AIF Category I, II & III 700CR+ AUM 4500+ Happy Clients AMFI Registered · ARN-127385 APMI Registered · APRN02478 AIF Category I, II & III 700CR+ AUM 4500+ Happy Clients
Full Portfolio

Our Complete Service Suite

Expert managed products and advisory across every wealth category curated for consistent, risk-adjusted growth.

Investments
Mutual Fund Distribution

We personalise mutual fund selection to match your financial goals, balancing risk with potential returns. Our experience and expertise guide you to a diversified portfolio customized for you.

Handpicked Diversification Expert Guidance Accessibility & Flexibility
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Alternative
Portfolio Management & AIF

A strategic mix of portfolio management services and AIFs, leveraging tools and insights to diversify investments and pave an optimized path to financial success.

Personalised Strategy Proactive Optimisation Exclusive Market Access
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Fixed Income
Bonds & Fixed Deposits

Blending safety with competitive returns, providing a reliable foundation that not only protects but also grows your savings in a secure environment.

Tailoring Your Strategy Optimal Performance Detailed Reporting
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Investments
Treasury Management

Fluidity and Liquidity when you need it. Our efforts are directed towards ensuring your money works for you, optimising returns that align with your cash flow requirements.

Liquidity Analysis Dynamic Allocation Continuous Oversight
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Protection
Risk Management & Insurance

Holistic life and health protection for your family at every life stage from market volatility and unforeseen risks through comprehensive assessment.

Risk Assessment Asset Protection Strategic Hedging
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The Moneymatics Edge

Why Choose Our Services

Going beyond simple distribution we provide ongoing research, proactive optimisation, and personalized care for you.

Mutual Fund Distribution

Mutual Funds are a great way to invest. We personalise selection to match your financial goals, balancing risk with potential returns. Our expertise guides you to a diversified portfolio customized for your plans.

Handpicked diversification

Designed to protect and grow wealth across time horizons (1 day to generational). We handpick funds that match your specific requirement.

Expert guidance at your service

Decades of experience and deep research help in customizing your portfolio to navigate ever-evolving and dynamic markets.

Accessibility and Flexibility

Low initial capital, thousands of options, and dynamic reporting through our website, iOS/Android App, or a simple call.

Portfolio Management & AIF

Moneymatics crafts your investment journey with a strategic mix of PMS and AIF services, leveraging tools and insights to pave an optimized path to financial success.

Personalised Investment Strategies

Bespoke strategies combining market insights with your financial objectives for a truly aligned portfolio.

Proactive Portfolio Optimisation

Ongoing oversight, performance monitoring, and informed adjustments to keep your investments optimized for growth.

Exclusive Market Access

Resilient portfolios combining traditional assets with exclusive alternative vehicles for a smoother investing journey.

Bonds and Fixed Deposits

Blending safety with competitive returns, providing a reliable foundation that not only protects but also grows your savings in a secure environment.

Tailoring Your Strategy

Selecting the right tenure and interest rate to complement your liquidity needs and tax planning.

Monitoring & Adjusting

Continuous monitoring of performance and market conditions, suggesting adjustments to ensure alignment with your goals.

Reporting and Communication

Detailed reports including interest earned and maturity projections, ensuring clear visibility into your performance.

Treasury Management

Fluidity and Liquidity when you need it. We ensure that your money works for you, optimising returns that align with your cash flow requirements.

Comprehensive Liquidity Analysis

Assessing your liquidity needs to ensure cash reserves are efficiently structured for both security and return.

Dynamic Allocation Strategies

Optimizing liquidity for emergency funds, short-term goals, or operational needs with quick access.

Continuous Oversight

Regular updates on liquidity status and portfolio performance, providing insights for informed decisions.

Risk Management & Insurance

Protecting your wealth from market volatility and unforeseen risks. We provide a holistic approach to life and health protection, ensuring your family is secure at every life stage through comprehensive assessment and strategic hedging.

Risk Assessment

Deep dive into potential threats to your wealth.

Asset Protection

Ensuring your core assets are shielded from risk.

Insurance Advisory

Term, health, and critical illness protection.

Portfolio Resilience

Building robust portfolios that survive volatility.

Expert Guidance

Not Sure Where to Start?
Let Us Help You.

A free 30 minute consultation to understand your goals and recommend the right mix of products.

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FAQ

Common Questions

What is the minimum investment to start?

Theres’s no minimum investment limit.

Are your services fee transparent?

We don’t charge fees to clients. Our income is inbuilt in the product costs.

How are my investments held and protected?

All investments are held in your name in your folio or demat account directly with the AMC, bank or depository. Moneymatics acts only as a distributor and never holds client money.

Can NRIs invest through Moneymatics?

Yes. We serve NRI and OCI clients along with foreign citizens through rupee denominated and dollar denominated products across asset classes - equities, fixed income and multi asset solutions.
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."