Why Choose Us?
"Your Partner in Financial Growth and Stability"
With a team of experienced professionals, we craft personalized financial strategies to align with your specific goals
About Us
With two decades of experience, we're not just distributing mutual funds; we're dedicated to educating our clients. Whether you're new to investing or an experienced investor, we offer valuable insights and resources to help you grow your wealth.
Integrity
We always prioritize your best interests, providing unbiased guidance you can trust.
Commitment
We've been with our clients for 20 years and remain committed to helping you achieve your long-term financial success.
Excellence
As a company with 20 years of experience, we constantly work to improve and refine our services, ensuring you receive the best investment opportunities.
Services
Mutual Fund
A Mutual Fund pools money from many investors and invests it in a mix of assets like stocks, bonds, or other securities. It is managed by professional fund managers who aim to deliver good returns while managing risk. Mutual Funds offer diversification, making them less risky than investing in single stocks. You can start small through SIPs and choose from various funds based on your goals, whether it’s saving for the future, creating wealth, or saving tax. They are regulated by SEBI, making them transparent and safe.
Know More
Insurance
Insurance is a financial safety net that protects you and your loved ones against unforeseen risks and losses. Whether it’s life, health, vehicle, or property, insurance ensures financial support during unexpected events. By paying a small premium, you secure coverage that can help manage costs arising from accidents, illnesses, or other emergencies. It offers peace of mind and financial stability, ensuring you’re prepared for life’s uncertainties. Insurance is not just a policy—it’s a promise to protect what truly matters.
Know More
Health Insurance
Health Insurance is a vital financial tool that covers the cost of medical treatments, hospitalizations, and other healthcare expenses. It helps protect you and your family from the financial burden of unexpected illnesses or accidents. By paying a regular premium, you get access to quality healthcare without worrying about high medical bills. Most plans cover doctor consultations, diagnostic tests, surgeries, and even critical illnesses, depending on the policy terms. Health Insurance offers cashless treatment at network hospitals, tax benefits under Section 80D, and peace of mind knowing you’re financially prepared for health-related emergencies.
Know More
FD and Bonds
Fixed Deposits (FDs) and Bonds are popular low-risk investment options ideal for conservative investors seeking capital protection and steady returns. Fixed Deposits are offered by banks and financial institutions, where you deposit a lump sum for a fixed tenure at a guaranteed interest rate. They are easy to manage, offer flexible tenures, and ensure assured returns, making them a trusted choice for risk-averse individuals. Bonds, on the other hand, are debt instruments issued by governments, corporations, or institutions to raise capital. When you invest in bonds, you essentially lend money and earn regular interest (called a coupon), with the principal repaid at maturity. Bonds come in various types like government bonds, corporate bonds, and tax-free bonds, each with different risk-return profiles. Both FDs and Bonds are ideal for building a stable portfolio, ensuring predictable income, and preserving capital, especially for those looking for long-term financial security.
Know More
Estate Planning
Estate Planning is the process of arranging and managing your assets during your lifetime to ensure a smooth and efficient transfer to your loved ones after your passing. It involves making legal decisions about how your wealth—such as property, investments, insurance, and personal belongings—will be distributed. A well-crafted estate plan includes tools like a will, trusts, power of attorney, and nomination details. It helps minimize legal disputes, reduces taxes, and ensures that your wishes are clearly followed. More importantly, it brings peace of mind to both you and your family. Estate Planning is not just for the wealthy - it’s for anyone who wants to protect their assets and ensure a secure future for their heirs.
Know More
Taxation
Taxation is the process by which governments collect money from individuals and businesses to fund public services and infrastructure. In India, taxes are broadly classified into direct taxes (like Income Tax) and indirect taxes (like GST). Proper tax planning helps you stay compliant with the law while optimizing your financial efficiency. It involves making smart investment choices, availing deductions under sections like 80C, 80D, and 24(b), and filing returns on time. Effective tax management ensures you save more, invest better, and avoid penalties. It’s an essential part of financial planning for individuals and businesses alike.
Know More
National Pension System
The National Pension System (NPS) is a government-backed retirement savings scheme designed to help individuals build a secure financial future. It encourages systematic savings during one’s working years, ensuring a steady income post-retirement. Under NPS, contributions made by the investor are invested in a mix of equity, corporate bonds, and government securities, offering a balance of risk and return. You have the flexibility to choose your investment options and fund managers. NPS is open to all Indian citizens between the ages of 18 and 70. It offers attractive tax benefits under Sections 80C and 80CCD(1B), making it a smart choice for retirement planning. Upon retirement, a part of the corpus can be withdrawn as a lump sum, while the rest is used to purchase an annuity that provides regular pension income. With low costs, transparent structure, and long-term benefits, NPS is a reliable and disciplined way to secure your retirement.
Know More
Market Watch
Get Started With Paras Bharat Momaya
Download the app now
-
Portfolio Analysis
You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
-
Invest Online
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
-
Goal Tracker
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
-
Research
Invest in well researched cherry-picked perfectly balanced portfolio.
Investor Corner
Financial Calculator
Use our financial calculators for precise investment projections and savings analysis.
Power Of SIP
Invested Amount :
Estimated Return :
Total Amount :
Latest Posts
Frequently Asked Questions
What is SIP?
SIP, or Systematic Investment Plan, is a popular method of investing in mutual funds. It allows investors to contribute a fixed amount at regular intervals, typically monthly. SIPs are designed to make investing easy and affordable for people with different financial goals and risk tolerance.
What is the minimum amount for SIP?
The minimum amount for SIP can vary based on the mutual fund scheme and the fund house. However, many mutual funds offer SIPs with a minimum investment of as low as Rs 500 per month, making them accessible to a wide range of investors.
When is the right time to invest in SIP?
The right time to start a SIP is now. SIP investments benefit from the power of compounding, where your money earns returns on both the principal and accumulated earnings. Time in the market is more crucial than timing the market. By starting early, you give your investments more time to grow.
What Our Investors Says
Rani Barkhane
web developer
These exceptionally knowledgeable experts have remarkably transformed my finances, securing my future, and significantly boosting my investments. They come highly recommended for their unwavering trustworthiness and results-driven approach. Their exceptional service removes financial planning stress, ensuring a prosperous future.
Rahul Gupta
sales manager
Impressed with their financial expertise, they've significantly boosted my investments, leading me to financial success. Highly recommended for stability and growth. They've made a significant difference in my financial journey, and I can wholeheartedly vouch for their exceptional services.
Priya solanki
web developer
These knowledgeable experts have transformed my finances, securing my future, and boosting investments. Highly recommended for their trustworthiness and results-driven approach. Their exceptional service ensures a prosperous and satisfying financial journey, and I am exceptionally satisfied with their consistently exceptional services.
Associated with
Rani Barkhane
web developer
These exceptionally knowledgeable experts have remarkably transformed my finances, securing my future, and significantly boosting my investments. They come highly recommended for their unwavering trustworthiness and results-driven approach. Their exceptional service removes financial planning stress, ensuring a prosperous future.
Rahul Gupta
sales manager
Impressed with their financial expertise, they've significantly boosted my investments, leading me to financial success. Highly recommended for stability and growth. They've made a significant difference in my financial journey, and I can wholeheartedly vouch for their exceptional services.
Priya solanki
web developer
These knowledgeable experts have transformed my finances, securing my future, and boosting investments. Highly recommended for their trustworthiness and results-driven approach. Their exceptional service ensures a prosperous and satisfying financial journey, and I am exceptionally satisfied with their consistently exceptional services.
