MoneyMonk Financial : Presenting an Array of Financial Services

Samir Shah,Founder & Head

Samir Shah

Founder & Head

India is one of the emerging markets across the world. It is reaching new highs daily, be it technology, infra-structure development, or its financial markets. Financial Planning is essentially bringing together various aspects of one's financial life. Investors can reap huge benefits by looking at their financial lives holistically through a mixture of comprehensive planning and investment guidance that is driven by goals. Investment Planning is an on-going process to meet life goals with proper management of finances.

MoneyMonk Financial, established in 2014 is a digital financial services platform engaged in distribution & execution of various investment products within a carefully designed process framework to build wealth for the clients. MoneyMonk Financial was founded by Samir Shah, a seasoned financial advisor with 19 years of experience, with the vision to develop financial literacy amongst its clients and to provide unbiased advice on various financial products. The company provides personal financial services to retail investors, High Net worth Individuals, SMEs, and Large Corporates. Further, the flagship offering of the company has always been mutual funds and has direct tie-ups with leading mutual fund houses in India, offering ease of investing and data on 1500+ schemes across all leading AMCs.

The products are offered to the investors depending upon the financial goals considering their risk appetite, time horizon, and liquidity requirements. The platform offers many unique features like Transaction scheduling & automated execution, SIP with Insurance, Capital Gain Reports, P&L Reports,
and many more. Apart from mutual funds, the company also offers products like Bonds, Corporate Fixed Deposits, Life & General Insurance, NPS, PMS, Unlisted Stocks, Real Estate, Home Loans, and many more.

Moreover, MoneyMonk Financial is a brand that can be relied on, the name remains synonymous with trust and absolute integrity. The philosophy of the company continually reflects on the service provided with the highest standards of quality and expertise. The company deals with the clients with utmost honesty providing them with a complete one-stop solution for all their investment needs. "Gone are those days where a financial advisor had to run from pillar to post for marketing his products and execution of transactions. Today, we are future-ready with all the latest technology deployed for a seamless experience for our clients to invest in mutual funds and other asset classes. This has ensured that a client can transact and track his investments from any part of the world through our platform. We take pride in claiming that we are investor-centric and will always continue to be,” signifies Samir Shah, Founder & Head of Investments, MoneyMonk Financial.

MoneyMonk Financial provides services at various levels to help build, manage and protect your financial assets

MoneyMonk Financial an AMFI registered mutual fund distributor, caters to a diverse set of clients across various geographical locations in major metros, Tier 2 cities & NRIs based out of US, UK, Middle East, Hong Kong, and South East Asia who need handholding when it comes to investing, managing their investments and ensuring a smooth journey to-wards reaching their financial goals. The company has deployed a robust client query management system on which all the queries are adhered to and resolved promptly. MoneyMonk Financial provides services at various levels to help build, manage and protect your financial assets. As far as data security is concerned the company deploys 256 bit SSL Security encryption to provide bank-grade security to the investors and all such confidential data is stored in super-secure Amazon AWS servers.

The company deploys innovative technology and a revolutionary transactional platform by MF Utilities, which offers convenience and empowers the investors. MoneyMonk Financial provides 24x7 universal online access for all Scheme related information and other related data of an investor's portfolio. The platform has been developed by one of India's largest mutual fund software developers in India, the investors can get a consolidated view of not only their mutual fund holdings but also other asset classes. Consequently, the company is keenly looking forward to bringing innovations in the Financial Services Industry as part of new development, the company will be soon introducing PMS & AIFs, Unlisted Equities, NPS Subscription, P2P Lending.