▸ Central place for Important Documents and Financial Products.
▸ A place for everything, and everything in its place.
▸ Invest today for Brighter Tomorrow.
▸ Making It Easy for You.
▸ Protection well crafted as per your need.
Welcome to MoneyZone
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Distributing Investment and Insurance products since 2005, which helps in achieving all your Financial Requirements. MONEYZONE provides services through Trained staff and Technology. This helps us in catering clients in all parts of the World.
Single Point Service System
We offer a unique service called “Single Point Service System (SPSS)”. You can organize your Finances in a much simple yet effective way.
View Investments & Insurance at one place
Simple to keep track of your entire portfolio without any hassle and helps to get insight of your Financial Situation.
Get services on entire portfolio
Provide service through entire life cycle from Development to Retired Stage. Access the performance of all your asset classes at one place.
Dedicated Relationship Manager
Your dedicated Relationship Manager acts as a support and will provide insights and guidance that will help keep you on track to meet your financial requirements.
Helps in taking informed Financial decisions
Will help you to take right financial decisions and guide you through it. Clarity on your values and priorities, and acknowledgement of your Financial Reality.
Timely reminders and updates
Get timely reminders and updates at regular intervals without a miss, helps to schedule your Financial Activities on monthly basis.
Your family should know
Helps you with detailed information when you write a Will. In case of any emergency, your family can have access of your entire Financial Products at one place.
Our Offerings
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Mutual Fund
A mutual fund is a company that pools money from many investors and invests the money...
Portfolio Management Services
Service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income...
Corporate Fixed Deposits
Corporate FDs are fixed deposits which are offered by financial and non-banking financial...
Life Insurance
Though human life cannot be valued, a monetary sum could be determined based on the loss...
Mediclaim
Mediclaim policy is an insurance cover which protects you against medical costs arising...
Critical Illness
It covers critical illnesses only, as mentioned in the policy. The policy pays a lump sum on diagnosis...
Our Core Values
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Trust
We believe in Transparency, Keeping promises, Consistency and Truthfulness
Integrity
Real Integrity is doing the right thing, knowing that nobody’s going to know whether you did it or not.
Confidentiality
Never share ones Information with other, we respect your privacy.
Client Centric
Make a Customer and not a Sale.