WE WISH TO HELP PEOPLE

OUR WEALTH MANTRA

Take 5 minutes to know yourself !

We call you and analyse you within 60 secs !

The Room where we want you to beat your Wealth Score !

Sit back & Relax!

We got your Wealth covered !

PROBLEMS WE SOLVE

 SINGLE ASSET INVESTMENT ADVISORY 

  • We help you allocate your wealth in nearly 15 Asset Classes.

  • Therefore, we diversify your Portfolio in Gold, Fixed Deposits, Savings Bank

  • Yes, it is a Holistic Investment Advice ! 

IMPROPER WEALTH ALLOCATION

  • What should be your Ideal Liquidity Ratio ?

  • Are you Current Investments, Expenses Optimal for you and your Family ? 

  • We allocate your Wealth across different assets, insurance & loans in a few seconds by generating a unique Wealth Allocation Report !

IMPULSIVE DECISION MAKING

  • We all undertake impulsive decisions, especially when it comes to buying our dreams

  • We are your Financial Assistant !

  • We will tell you when you are Over Spending/ Under Investing !

NO CUSTOMISATION OF ADVICE

  • All our Services are FULLY CUSTOMISED according to your NEEDS & DREAMS

  • All you need to do is fill in a FUN - FILLED Questionnaire within 5 minutes ! 

TOO MANY ADVISORS

  • We know you have a different agent/advisor for each service you need

  • For eg - Diff insurance agent, loan agent, bank agent, investment planner, etc.

  • We are SINGLE ADVISOR you will need for EVERYTHING !

OVER SPENDING / UNDER INVESTING 

  • You might tend to overspend, under - invest and do not know if your money is making money even while you are asleep !

  • Be rest assured, we do that for you !

Created & Presented by Monech Private Limited 2019