Fill Out The Form To Get Guidance From a Dedicated Mutual Funds Expert
Fill Out The Form To Get Guidance From a Dedicated Mutual Funds Expert
Fill Out The Form To Get Guidance From a Dedicated Mutual Funds Expert
ABOUT US
A Dedicated Team Of Experts For Your Wealth Management Plan.
A qualified AMFI mutual fund distributor, Moneyworks4u Mutual Fund Distributors offers wealth management services. In the area of money management, we have more than 16 years of experience. With a planned and disciplined advisory approach, Moneyworks4u Financial Advisors can offer you portfolio options for investment funds that will help you reach your targeted financial milestones and goals. We provide you with a full selection of goods across all asset types. The strategy is to objectively assess all the possibilities on the market before making recommendations for investment solutions that fit into your overall asset allocation. Work with us to create a wealth generation and protection strategy that gives you the best opportunity to achieve your financial objectives based on your unique requirements and comfort levels.
Why Choose Us
Trust & Long-term Relationships
We don't just care about a single transaction; we're in it for the long haul. By offering families the greatest investment services in a transparent manner and educating them about wealth management, we hope to create partnerships that last beyond generations. Knowledge not only increases confidence but also raises the family's sense of comfort.
Periodic Portfolio Review
A healthy portfolio is built on periodic portfolio assessments, much like regular physicals. Therefore, if necessary, corrective action will be performed. This method not only provides an update on the portfolio's progress but also keeps the Family informed of its status as well as the investment plans.
Experience and Well-built Network
We not only bring an experienced staff to the table, but also access to a solid Network of Professionals that are leaders in their respective fields. Our ability to survive and even prosper has been aided by our exposure to numerous tumultuous market cycles and unbridled market ardor.
Process Driven
We have a procedure in place for suggesting mutual funds, and we use it in all of our operations. We work hard to continuously investigate and enhance our procedure. Our process is based on technical analysis and behavioral finance.
Why Invest In Mutual Funds? ​
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OUR TEAM
Meet Our Team Members!
Poornima Haldar
Customer Service Manager
Megha Kulkarni
Head, Ops and Finance
Sandeep Kulkarni
Founder & CEO
Pratiksha Pawase
Relationship Manager
Snehdeep Chalak
Relationship Manager
Testimonials
I have been with Moneyworks4u almost a year now. Sandeep knows market cycles. When to be defensive and aggressive. Over a good MFD manager.
I have been associated with Moneyworks4u for over an year now and my experience has been really pleasant.My portfolio, which included tactical bets and core portfolio, has performed really well, beating the index.Apart from portfolio performance, I am also really happy with their timely customers service. They provide prompt response to the queries.To anyone who wanna invest with Moneyworks4u, I would say that if you decide to invest with them, please plan to be stick around for atleast one bull-bear cycle instead of looking for short term association. A complete cycle would give you a better idea of their performance.
I came in contact with Sandeep through Twitter and after having a bit of discussion I went ahead with his advisory services for mutual funds investment. It hasn't even been 2 years since then but I am glad that I chose him as my advisor, I was able to generate 35% returns within such a short period of time that too during the turbulent market times. His team including Snehdeep who is regularly sending market updates and also reaches out for regular portfolio updates shows he and his team aren't just selling mutual funds but they care about their clients and ensure the best to bring profit to the investments. Happy to be a part of MoneyWorks4You family. Thanks Sandeep and Snehdeep..
Working with Sandeep and his team for two years has been a truly great experience. Their handling of my portfolio is consistently impressive.
I have been following Sandeep on Twitter for a long time and have appreciated his logical and sane advice about stocks and mutual funds. Its been almost a year since I opted to use Moneyworks4u financial services and have been delighted with their thinking, support and partnership so far. During both ups and downs of market, Sandeep and Snehdeep have helped me to keep my investments going, and enabling me to minimize my risks and get good risk-adjusted returns. Hope to continue and further expand this relationship.
They handled my Personal finances very well and made me earn good money by their valuable guidance and knowledge..
I am fortunate enough to have such a reliable and trustworthy agency in today's scenario for any new investor like me for hard earned money.Moneyworks4u... is now a part of my journey.Thank You for your prompt guidance and support.🙏Regards Mahendra
FAQS
Frequently Asked Questions
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+What are the types of mutual funds?Broadly there are two types of mutual fund categories: Equity & Debt. There are various combinations of these two categories that create hybrid funds.
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+Why are mutual fund investments better than other investment products?In mutual funds your funds are managed by a highly qualified industry expert with 10-20 yrs of experience. Mutual funds are liquid and you can make full or partial withdrawal from it. Mutual funds give you the opportunity to invest in a diverse portfolio with minimum investment amount, mutual funds are less volatile than stocks, mutual funds offer the highest return on effort as an expert is managing the money, you don’t have to spend time tracking portfolio and Mutual funds are cost effective.
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+What is the risk of investing in Mutual Funds?Mutual funds NAVs fluctuate as per market movement and there is possibility of making a notional loss in the short term. Mutual funds can not be pledged to take a big loan.
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+Are there any tax benefits in mutual funds?Capital gains arising for within portfolio changes don’t attract short term capital gain tax, the taxation of equity mutual funds is 10% if held for over a year.
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+Is it a good time to invest in mutual funds?Yes, any time is a good time to invest in mutual funds. We can choose mutual funds according to your investment horizon right from a few days short term parking to long term financial goals.
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+What returns can be expected from Equity oriented funds?There are no guaranteed returns in equity mutual funds. The returns depend on the time horizon and market performance. Short term returns can fluctuate a lot and can even go negative. But over 10+ yrs time the probability of making double digit returns is very high. In the past the Nifty TRI returns have been around 14% pa if stayed invested for over 10+ yrs.
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+Can I plan to save for my future financial goals using mutual funds?Yes, you can save for your child’s education/marriage using children benefit funds, and you can plan for your retirement using retirement funds. Such solution oriented funds are good as the funds get earmarked for a specific financial goal.
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+What is a Systematic Investment Plan and what are its benefits?SIPs are similar to recurring deposits where you invest a fixed amount in a designated fund every month. We can set up an auto-debit from banks so that a certain amount is saved every month and invested in mutual funds. SIP ensures you invest in a disciplined manner through ups and downs of the market. SIP has become the go to investment vehical for most retail investor for its convenience and good investing experience.
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+Will you help us invest in the best performing fund?Best performing funds keep changing. We can help you with creating an appropriate portfolio that suits your temperament, your return expectations and your time horizon.
Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI,
membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors
Contact Us
- +91 9028824400
- Sandeep@moneyworks4u.in
- 526, Clover Hills Plaza, NIBM Rd. Kondhwa, Pune 411048
