Make a Smart Financial Decision
Tailored wealth management solutions based on individual client needs
Factor Based Investing
Smart Asset Allocation
Diversification
Robust Risk Management
Return Optimisation
FACTOR BASED PLANNING
What are Factors?
Factors are combination of stocks which are clubbed together basis their recent behaviour. The group is formed usually on the parameters of Momentum Value Quality Alpha etc
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We craft your Mutual fund portfolio using 4 such factors of
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Momentum
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Value
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Alpha
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Quality
We help you assign weights to each factor fund & help you in rebalancing them periodically.​
With this approach we aim to generate good performance & alpha over the markets in the long run.
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DATA BACKED APPROACH
We have backtested data to showcase that such factor based approach has beaten the broader indices over long run ( however it is not an indication or gurantee for any future returns).
RISK MANAGEMENT
​​​Our Focus remains Risk Management & maximising Risk Adjusted Returns.We prioritise investments that are safe first & then we focus on returns.For us clients capital is sacrosant & hence we can never take our eye off the risk parameters.​​​
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We will take exposure in investments in Mutual Funds belonging to the following asset classes
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Equities
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Indexes
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Bonds & Fixed Income
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Gold &
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International equity & Fixed Income
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We will be actively involved with you on your investment decisions based on performance of various funds, our team continually assesses and adjusts holdings to ensure portfolios remain aligned with each client’s objectives and changing market conditions & opportunities
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RISK ADJUSTED RETURNS
ALL LEADING AMC'S
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At MoneyFinance we work with the best in the industry....​We have a tie up withall leading AMC's (Asset Management Cos) of the country to provide you with the best investments options.
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Prominent ones being
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HDFC
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ICICI
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KOTAK
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MIRAE
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AXIS
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SBI
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NIPPON
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& whole host of other top AMC's
INVESTING PLATFORM
All our transactions & your portfolio will be routed through BSE - Star Platform. Its Indias leading Mutual Fund platform directly from Bombay Stock Exchange
WHY PARTNER US
BENEFITS OF PARTNERING WITH US
Target / Goal Based Planning
Geographical diversification
Retirement Planning
Financial Planning
Risk Management
Smart Asset allocation
Tax efficient strategies
Research and Insights
Investment in leading AMC's
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Wealth Management || Portfolio Advice || Mutual Funds selection & advice ||
Risk Mitigation Strategies || Diversification across asset class ||
Diversification across geographies || Investment in precious metals ||
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ABOUT ME
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Hi I am Ram...
I have worked for around 20 years in top companies in India & Abroad in various CXO roles. I left my corporate life to follow my passion of stock markets in 2020....
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Since then...I run my own succesful book & am in the top 1% of the profitable F&O traders in the country.
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I run MoneyFinance as a way to help clients reach their investment objectives by helping them craft solutions for best risk adusted returns....
CONTACT US
For any financial inquiries, feel free to reach out to us via email:
91 Springboard
90B, Sector-19
Udyog Vihar, Gurugram
Haryana - 122015
Office Address
ARN number: ARN-313376
ARN Validity : Nov 8, 2027
NISM Registration number : 201600111051
NISM Validity : Nov 8, 2027
