Money Maths Financial Services seeks to assist its clients in achieving their financial goals through comprehensive, independent and objective advice.

We are a Delhi-based firm & because we are not captive to a large company, we have access to a wide menu of products and strategies. This independence allows us to objectively weigh potential investment options for our clients.

 

Our Principles:

Following are the principles we work on:

Client-First: Money Maths Financial Services exists for a very simple reason: to help our clients achieve their goals. Perhaps never before has trust been so important in financial relationships and yet never has it been so frequently broken. We understand the high degree to which our clients depend on us to do what is right for them, and we believe that we are legally and morally bound to keep their needs first.

 

Attention to Detail: As with many things in life, the trend in financial services is toward automation. We appreciate the necessity to do business more efficiently but believe that our clients’ futures are too important to set on autopilot. Our plans are created, implemented, monitored and explained by people. 

 

Independent: In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Your choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.

 

Disciplined: Strategies to allow you to realise your financial dreams, long-term investment strategies designed to meet your risk tolerance and hedge against market volatility, as well as helping establish layers of insurance to protect against circumstances beyond your control. Our goal is to safeguard the dreams that you strive to achieve and the assets you have worked so hard to accumulate.

 

Value: Price is what you pay, value is what you get. Our commitment to our clients is that the fee they pay is transparent and reasonable. You can rest assured that the value you receive over time will far exceed the price paid

 

 

 

 

Product and Services Offered

We offer a comprehensive list of financial services on basis of client's needs.

Some of the major one includes :

Mutual Fund Advisory:

Mutual Funds have seen a recent surge in their inflows especially from retail investors. With the increasing participation from retail investors, AMCs are trying to extract as much business as possible and are launching NFOs day after day offering lucrative incentives to distributors, making it further difficult for investor to choose the right fund. Presently, there are more than 1000 mutual funds available across more than 20 categories. We do an in-depth analysis on all these funds to come out with a list of funds which have given consistently good returns and have taken minimal risk vis a vis other funds in the category.

Goal Oriented Investment Advisor:

Depending on the client goal (ranging from 1 month goal to 60 year goal), investment is advised that can give them the most optimised returns. Here the focus is not on wealth creation but choosing those investment vehicles that can bring client closest to their destined goal.

Financial Planning:

Financial Planning is the most comprehensive exercise of all. It incorporates all the financials of the client and all the future goals are noted down ( 1 yr, 2 yr, 3 yr, 5 yr, 10 yr, 20 yr,.. and so on). On basis of client's current cashflows a plan is prepared that will help client identify how and when the goals can be fulfilled and what all iterations can the client make with respect to the defined goals (time & the amount).

Tax Saving Investment Advisory:

Taxes burn a hole in the pocket. What if I say there are options available where if you invest today, there are no taxes on the earned income invested, no tax on the gains at the time of redemption? Sounds fishy? But it is 100% true. There exists funds which are covered under Section 80 C of income tax and fall under EEE category (Exemption on Earned Income, Exemption on Dividend/Gain, Exemption at the time redemption).

Term Insurance:

All people need it but many do not take it and states that their money will go waste if they survive. We have figured out a way to analyse insurance plans so that they also makes investment sense. We do a lot of permutation and combinations before recommending client the most optimised plan as per their requirements.

Health Insurance:

Another insurance that each and every one should take but people claim that they are fit and hence do not need this insurance ignoring the main reason behind insurance which is Risk Management. Risk is when you don't know what would happen.



Product & Services Offered