Moneyedge IMF is a full-service Insurance Marketing Firm registered
under IRDAI.

Insurance Marketing Firm (IMF) is an entity registered by the Authority to solicit or procure insurance products as specified in the regulation of Insurance Regulatory and development authority of India (Registration of Insurance Marketing Firm) Regulations, 2015, to undertake insurance service activities and to distribute other financial products by employing individuals licensed to market, distribute and service such other financial products.

Insurance Servicing Activities of the Insurance Marketing Firm by:
  • Undertaking back-office activities of insurers as allowed in the Guidelines on Outsourcing Activities by Insurance Companies issued by the Authority;
  • Becoming approved person of Insurance Repositories;
  • Undertaking survey and loss assessment work by employing on their rolls licensed surveyor & loss assessors;
  • Any other insurance-related activity permitted by the Authority from time to time.
Marketing of other financial products through the FSE engaged by the
IMF namely:
  • Mutual funds of mutual fund companies regulated by SEBI;
  • Pension products regulated by PFRDA;
  • Other financial products distributed by SEBI licensed Investment Advisors;
  • Banking/ financial products of banks/ NBFC regulated by RBI;
  • Non-insurance products offered by the Department of Posts, Government of India;
  • Any other financial product or activity permitted by the Authority from time to time.
insurance regulatory

Our
Ethos

We promise to:

Listen to you attentively and help you realise your individual objectives.

Understand your priorities, lifestyle and financial goals.

Mentor you through the complex financial planning process.

Safeguard your hard-earned wealth through carefully crafted customised financial instruments.

Ensure that you relish your working life and your retirement without financial anxiety.

Leadership Team

Rajeev
Rajeev Jadhav
Director

Several first-generation entrepreneurs see Rajeev as an ideal front-runner—young and valiant enough to explore unfamiliar terrains.

Rajeev is a founder Director at Moneyedge IMF and is known by his colleagues and clients as a calm and meticulous personality. He generally likes to keep a low profile and his words are often limited, but always golden.

Rajeev has over 17 years of extensive experience in finance. An accomplished financial consultant with rich experience in planning and effecting prestigious projects, Rajeev has earned Diploma in Management from a prestigious institution.

He is credited with adding numerous inventive financial products to the Moneyedge IMFportfolio. His belief in millennials and young India has always inspired the firm’s investment strategy in emerging markets, start-ups and future unicorns.

hari
Hariprasad Venugopal
Director

A very gifted, meticulous, charismatic leader with rich experience and an inquisitive mind.

As a co-founder, Hariprasad has been instrumental in sculpting the ethos of Moneyedge. He is a strong advocate of excellence and individual attention. His warm smile, gaiety and professional demeanour belie his aggression and razor-sharp business acumen, that have made him the go-to-guy for all strategic decisions

Hariprasad, a masters in commerce, is an ardent follower of financial markets and world economy. He is acknowledged as an authority in Business Development. Under his able leadership, Moneyedge has spread its wings to unconventional and ingenious business verticals.

Prior to moneyedge, he had worked with eminent financial organizations such as Principal PNB Asset Management Co., ICICI Prudential Life Insurance, Induslnd Bank and ABN AMRO to name a few.

lalit kamble
Lalit Kamble
Director

Become the person who would attract the results, that’s what Lalit believes in.

Lalit Kamble is a compelling force behind the growth of Moneyedge IMF and is responsible for driving dynamic growth through the power of associations.

Lalit is a distinguished business leader with over 15 years of experience in the Insurance, Mutual funds, and Banking industries. He spent his formative years at Principal PNB Asset Management Co. and later he joined prominent organizations such as HDFC Bank Ltd, ICICI Prudential Life Insurance, SBI Asset Management to name a few.

A Graduate in Commerce from Mumbai University, Lalit is an authority in Insurance training. He personally looks after Moneyedge Channel Partner Training initiatives and it’s effectiveness.

Priya Prabhu
Priya Prabhu
Executive Director

Has carved a name for herself in a male reigned industry.

Priya helms operations and quality functions at Moneyedge IMF and is focused on cultivating an uncompromising work ethic model for attracting the best in business minds. She has taken over the reins from late Mr. Pradeep Prabhu, who was instrumental in the success of Moneyedge.

In her career span of over two decades, Priya is responsible for setting up several businesses and was at a high-ranking position at Saraswat Bank and Govt of India - Department of Post.