Moneyplant Finvest is an investment advisory firm founded by Mr. Jigar Vaid with over 24 years of experience in the capital market as an investment advisor. He is a registered sub-broker of BSE & NSE. With a keen purpose of helping people to create wealth, it is looking for challenging opportunities to expand their brokerage business Mr. and Mrs.Vaid found their brainchild - Moneyplant Finvest in 2008. Mrs. Jignya Vaid is a registered sub- broker of BSE and NSE since 2001. She has completed her Masters in Economics and is an AMFI certified mutual fund advisor.
Making the service offering more robust, Moneyplant Finvest has an association with NJ India Invest, one of the largest mutual fund distributors in the country as well as equity franchisee with Sunidhi Securities & Finance Ltd one of a leading broking firm.
Today Moneyplant Finvest has more than 1200+ happy clients including HNIs, Corporates, Retail and NRIs and operates with a strong team from Mumbai office.
Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial assessment which helps clients to fulfill their Financial needs.
Why Us ?
Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 24 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting from mutual funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
