Moneyguru Finserv is a Financial Advisory services of Mutual Funds registered with AMFI, operational for 10+ Years , managing more than 1200+ clients.  Moneyguru Finserv offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Planning, Insurance (Life, General and Health), Equity Broking, Mutual funds, Corporate and Retail Loans across India.

Moneyguru Finserv serves over 1200+ clients, high net worth families and individuals, retail and Corporate (SME and MSME) investors across India. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive of us. Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals.

Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, offer a comprehensive selection of investment alternatives that will suit their financial goals.

Our Vision

• To grow as the most Reliable and Trusted Brand.
• To Grow as the most Respected Brand in Financial Planning in India.
• To be the most Diversified Brand in providing Investments Options.
• To make user friendly technology platform with 100% digital transactions
• for the convenience of clients across India.

Our Mission

To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:

•     Highest standards of quality at reasonable cost.
•     Meeting the general and sophisticated financial goals of our clients.
•     Developing, encouraging and rewarding superior performance of our employees.
•     Our Motto is to invest your money in mutual funds carefully and safely like own investment.