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Latest Blogs
2023-12-20 13:54:54
GROWTH V/S VALUE INVESTING: WHICH ONE TO CHOOSE?Investors have a wide range of options to choose from when it comes to making investments, such as debt v/s equity, a... Read more
2023-12-20 13:55:39
TOP 3 BENEFITS OF SIP IN MUTUAL FUNDSUsing a structured investment plan like SIP to invest in mutual funds has become quite popular. Continue reading to l... Read more
What People Says
Check what our clients say about us - genuine feedback and testimonials from satisfied customers, reflecting their positive experiences and trust in our services.
I would like to take a moment to express my sincere gratitude for your invaluable assistance during my investment journey. Your expertise and guidance have made navigating the complexities of investment much smoother for me. Your dedication to ensuring that I maximize deductions while remaining compliant with regulations is truly commendable. Thank you for your professionalism, patience, and attention to detail. Your contributions make a significant difference, and I am deeply appreciative of your hard work.
Prof (Dr) V.N.Dey
I am CA Vinod Chander Sinha, age 76 years. My wife aged 75 yrs retired business woman are clients of Money’s Matter. They have been managing our portfolio since 2016. Their approach is honest and selfless.Client first is their policy. Selling is not the goal , they plan client’s portfolio keeping client‘s goal, age and client requirements in mind.
CA Vinod Chandra Sinha
Money's Matter are an expert in their field, with in depth knowledge. Added to the wonderful ability to communicate with clients, understanding their needs. As a result, we get the best advice always on investments. They are prompt in reverting to queries with utmost transparency and never fail to make clients feel secure about trusting with their investments.
Meenakshi Mehta
Although I know the Promoter for multiple decades, my wealth related discussions with him have been for about 5 years only. Unlike those bank wealth managers' who would approach you frequently to sell what they have a target to sell, Moneys Mater has been patient to understand your requirement, risk appetite, preferences and then advise what's suitable. You clearly get the feeling that there is no personal pre-conceived 'agenda to sell' and the recommendations of the MFs have done quite well for me.
Alok Dubey
CFO,Acer Computers
I have known Moneys matter since about half a decade now. I was due for retirement in 2020 and started taking advice about planning for that event since 2019.Post retirement my corpus has been invested under its guidance. Apart from one time investing, what I like is constant consultation about the portfolio to keep it abreast of latest market/government / taxation briefings. All these aspects are dynamic and as an investor it’s prudent to be aware. Moneys matter does this activity in exceptional manner