At Moneyworks4u, we don’t measure experience in years but in the countless life transformations, we’ve witnessed. As a qualified AMFI Registered Mutual Fund Distributor with over 16 years of expertise, we take a calm, objective approach to your financial situation, helping you plan for life’s major goals—retirement, children’s education, travel, and more. Our seasoned team offers expert guidance to streamline your wealth management, ensuring it grows in alignment with your financial goals while you enjoy a luxurious lifestyle. With extensive experience in both domestic and global financial markets, we meticulously analyze economic trends, market movements, and geopolitical events to safeguard and optimize your wealth.
“Time is the true measure of value. Spend it with those who matter most.”
As your dedicated financial partner, we deploy comprehensive risk management strategies, innovative wealth enhancement solutions, and effective wealth distribution techniques. Our goal is to help you achieve your financial objectives while freeing up your time to focus on what truly matters.
Process Overview:
- Initial Meeting: Discuss goal setting, risk assessment, and strategy development.
- Implementation: Execute planned investments based on selected funds and transaction setups.
- Ongoing Support: Regular evaluation and follow-up to ensure alignment with financial objectives with your dedicated Relationship
Onboarding Process
Process Overview:
- Initial Meeting: Discuss goal setting, risk assessment, and strategy development.
- Implementation: Execute planned investments based on selected funds and transaction setups.
- Ongoing Support: Regular evaluation and follow-up to ensure alignment with financial objectives with your dedicated Relationship
Onboarding Process:
1. Document Submission:
Send the required documents. You will receive financial and non-financial links related to your investment via email.
2. KYC Validation:
We will check your KYC status. If validated, we’ll proceed with NSE onboarding. If not, we’ll send a KYC form PDF for you to sign. After registration, we’ll validate it online, requiring an OTP from you. This process takes about 15 days.
3. Onboarding on NSE’s(National Stock Exchange) Mutual Fund Transaction Platform :
We onboard you NSE’s MF Platform with basic KYC Documents. NSE’s Platform is used to excecute all Mutual Fund Tansaction for Clients.
4. Fund Selection:
We’ll suggest suitable funds. Upon your confirmation, we’ll send you a purchase link.
5. Transaction Setup for SIP:
Share your preferred auto-debit date for SIP. You’ll receive an e-mandate link to authorise monthly auto-debits from your bank. A purchase link will be sent for the first-time SIP fund purchase. Subsequent investments will be auto-debited.
6. Transaction Setup for Lump-Sum Investments:
We will create the transaction; you’ll need to authorise it by clicking the provided link, which will open your bank’s page.
7. Portfolio and App Access:
It takes 4-5 days to allocate units to your portfolio. Once units are allocated, you’ll receive login credentials for the app.
8. Download the App:
Download the app using the credentials provided to access your portfolio.
