Moneymend
Overview
Moneymend Advisory’s Portfolio Management Services (PMS) provide a customized and expert-led approach to investing, crafted to align with your unique financial goals. Our team of seasoned professionals takes charge of your portfolio—strategically managing it based on your:
Benefits of Moneymend PMS
Who is Moneymend PMS Right For?
Risk Tolerance
Are you open to high-growth opportunities with calculated risk, or do you prefer a more conservative path focused on capital preservation?
Investment Objectives
Whether you're planning for retirement, funding your child’s education, or growing wealth for future goals—we align your investments accordingly.
Financial Timeline
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Professionally Managed Portfolio
Diversified Asset Allocation
Direct Communication with Investment Experts
Full Transparency & Portfolio Control
Moneymend PMS is ideal for individuals who:
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Want a stress-free, expert-managed investment experience.
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Require a portfolio aligned with their risk profile and life goals.
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Have clear financial milestones and want strategic investment planning.
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Value ongoing insights and hands-on professional portfolio management.
Diversified Asset Allocation
Professionally Managed Portfolio
Full Transparency & Portfolio Control
Direct Communication with Investment Experts
Moneymend PMS is ideal for individuals who:
-
Want a stress-free, expert-managed investment experience.
-
Require a portfolio aligned with their risk profile and life goals.
-
Have clear financial milestones and want strategic investment planning.
-
Value ongoing insights and hands-on professional portfolio management.
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Prefer customized, goal-based investment solutions.
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Seek long-term wealth growth with minimal hassle.
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Appreciate expert guidance and market insights.
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Want professional, transparent money management.
Smart Wealth Starts with the Right Advice
Portfolio Management
Service (PMS)
Invest smartly with personalized
Portfolio Management Services (PMS)
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Regular Portfolio Reviews: We track your performance, so you don’t have to
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Transparency & Control: Full access to your portfolio anytime
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Expert Support: Speak directly with financial advisors whenever needed
Overview
Moneymend Advisory, we bring expert-curated mutual fund solutions that align with your financial goals, risk profile, and investment timeline.
Why Choose Mutual Funds for Your Financial Growth?
Diversification across multiple asset classes
Professional fund management
Liquidity and transparency
Potential for long-term wealth creation
Our advisory service is built around your financial journey. Here’s what sets us apart:
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Customized Recommendations: Based on your goals, risk appetite, and timeline
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Access to Top AMCs: Choose from leading SEBI-registered mutual funds
What Moneymend Offers You?
Overview
Moneymend helps you choose the right insurance—tailored to your life stage, family needs, and financial goals.
Our Insurance Advisory Services Cover?
Life Insurance
Term Plans
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Disability Insurance
Health Insurance
Is Moneymend Insurance Advisory for You?
We help you navigate the complexities
and choose plans :
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First-time insurance buyers
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Families looking to secure their loved ones
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Salaried individuals and self-employed professionals
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Goal-Based Coverage – Protection aligned with your personal milestones.
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Unbiased Advice – We work for you, not insurance companies.
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Investors seeking tax-saving policies
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Retirees needing medical coverage
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Lifetime Support – Claims assistance and yearly reviews.
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No Hidden Charges – Transparent consultation, zero commissions from your side.
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Policy Comparisons – Across top insurers and plans.
Is Moneymend Insurance Advisory for You?
How Moneymend Simplifies
Insurance for You :
1. We Understand You
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Your age, dependents, income, health, and financial obligations.
2. We Assess Your Needs
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We calculate how much coverage you actually need.
3. We Compare Top Policies
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From India’s most trusted insurers—LIC, HDFC, ICICI, Max Life & more.
4. We Guide You to the Best Option
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Matching your budget, lifestyle, and long-term needs.
5. We Stay With You
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For annual reviews, upgrades, and claims support—always.