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Book a complimentary 30 minute consultation with our senior team member. We'll design a personalised investment strategy zero obligation.

Free 30-Minute Consultation No Obligation · No Sales Pressure Response Within 4–6 Hours Video Call or In-Person Options AMFI Registered Advisory NRI Clients Welcome Free 30-Minute Consultation No Obligation · No Sales Pressure Response Within 4–6 Hours Video Call or In-Person Options AMFI Registered Advisory NRI Clients Welcome
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    Complimentary Session

    What Your Free Consultation Includes

    Risk Profile AssessmentUnderstand your risk tolerance and investment horizon clearly.
    Asset Allocation StrategyA personalised roadmap across equity, debt and alternatives.
    Portfolio Health CheckHonest review of your existing investments with recommendations.
    Tax Saving OpportunitiesIdentify ELSS, 80C, and other tax-saving instruments for you.
    Zero ObligationNo pressure to invest. We earn your trust first, everything else follows.
    Head Office: Lower Parel, Mumbai View on Google Maps
    Mon – Fri10:00 AM – 6:00 PM IST
    Sat10:00 AM – 2:00 PM IST
    Response TimeWithin 4–6 Business Hours
    4500+ ClientsAcross India & Abroad
    Mumbai (HQ)

    Unit No-7, Ground floor, Kewal Industrial Estate, Senapati Bapat Marg, Lower Parel West, Mumbai 400013.

    FAQ

    Before You Reach Out

    Is the initial consultation really free?

    Yes, completely free with zero obligation. Your first 30-minute session with a Senior team member is our complimentary offering because we believe in earning your trust first.

    How quickly will someone get back to me?

    We typically respond within 4–6 hours during business hours (Mon–Sat, 9 AM–6:30 PM IST). For urgent matters, WhatsApp us for a faster response.

    Can I meet over a video call instead of visiting?

    Absolutely. We conduct consultations via Zoom, Google Meet, Teams or a phone call — whichever you prefer. The entire onboarding is available 100% digitally.

    I already have investments elsewhere. Can you review them?

    Yes! We offer a complimentary portfolio health check for existing investors. We'll provide an honest, unbiased assessment and recommendations to optimise returns and reduce unnecessary risk.

    Do you serve NRI clients?

    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."