10-glorious-years

We are what every financial advisory need to be.

Responsible, Reliable and Forward-looking.

We are one of the fastest-growing financial advisory companies in India. Since our inception in 2010, our year-to-year growth has been exponential, supported by our ever-expanding network of business partners.

We have been managing financial portfolios of individuals as well as institutions. We work closely with our clientele by providing best-in-business financial expertise to help them manage uncertainties and invest judiciously. With our extensive range of nifty, sensible and futuristic investment solutions, we are always ready to face uncertain financial climate.

We take great pride in developing personal relationships with our clients. We believe that the best financial services are built on faith and loyalty. An example of our clients’ trust in us is that today, we treasure a clientele of more than 3000+ completely satisfied individuals and institutions. Moneyedge is an ardent believer in the power of association and we are extremely proud of our extended family of 600+ ambitious business partners who are constantly striving to deliver successful solutions for their customers.

Fixed Deposit

Highest returns or safety? Choose both.

Moneyedge IMF offers a choice of Fixed Deposits of varying tenures, interest rates & institutions to suit your investment objectives.

The deposit schemes have been specifically chosen from high-safety options to ensure that you enjoy the twin advantage of returns and protection.

Best in class products in Association with

Health Insurance

Designed around your needs.

The Health Insurance cover offers protection for the medical expenses incurred due to hospitalization caused because of an accident or illnesses. Though every policy is different, based on who it's being obtained for, it largely covers:

Accidental Hospitalization (pre & post), Accidental illness and hospitalization, Daycare procedures, Psychiatric Support, Annual Health Checkups, Daily Hospital Cash

Best in class products in Association with

General Insurance

Covering all things important.

Insurance contracts that do not come under the scope of life insurance are called general insurance. The different forms of general insurance are fire, marine, motor, accident and other miscellaneous non-life insurance.

The tangible assets are susceptible to damages and a need to protect the economic value of the assets is needed. For this purpose, general insurance products are bought as they provide protection against unforeseeable contingencies like damage and loss of the asset.

Best in class products in Association with

Term Insurance

Pure life cover. No savings/profits element.

Term Insurance is the easiest and purest form of life insurance. It provides a financial shield to your family at the most reasonable rates. You can get a large amount of life cover (i.e. sum assured) at a relatively low premium rate. The benefit amount is paid out to the nominee in case of death of the person insured.

Term plans provide pure life cover. This means there is no savings/profits element. This makes Term Insurance more affordable vis-à-vis other options.

Best in class products in Association with

Brands
we work with

A Life Insurance Policy is a legal contract with an insurance company. Against the premium payments, the insurance company provides a lump-sum payment, known as a death benefit, to beneficiaries upon the insured’s death. Typically, life insurance is chosen based on the needs and goals of the owner.

Life insurance is a great tool that will help your family in meeting their critical needs and lead a comfortable life even when you are not around. Life insurance is therefore the most essential insurance Policy that you can have in your savings and investment portfolio.

Customer Reviews

Team moneyedge recognizes my financial needs. Their consultants are astute and sharp, pays attention to detail, and delivers on time. I have used their advice and products repeatedly and will have no hesitancy in using their services in the future as well. They are always available to take my call and assist where they can. I have also recommended their proficiency with my family and friends who have received the same exceptional service.

Paul D’Souza, NRI Investor

I was fortunate enough to meet the moneyedge team couple of years ago. Ever since, they have been consistently supportive in helping me, my family, and my dear ones through all our major financial decisions. Their proficiency in financial planning proved valuable in numerous situations. I wholeheartedly recommend moneyedge to anybody who is looking for sound financial advice.

Srinivas Balasubramanian, Business Consultant

The team moneyedge did an outstanding job in handling my portfolio. They managed to generate substantial returns through secure investment avenues. Their investment strategy, products, and processes helped me accomplish the status of HNI in a substantially shorter span, something I couldn’t attain earlier even after working for 20 years overseas.

Kumaresan Subramanian, NRI, Strategy consultant

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