Welcome To MFINS PVT.LTD
MFINS PVT.LTD. started in 2011 with a objective of helping clients in achieving their financial goals with effective, easy and smart investment planning. At present we cater to over 600 satisfied clients. We have a team comprising of certified financial planners, Mutual Fund, Ex-bankers and Insurance consultants recognized by the NSE (National Stock Exchange), AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority).
We offer comprehensive financial services, having highly qualified and experienced team. Our core purpose is to provide financial solutions by convenient mode & thereby make people enjoy a financially secured life.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
We offer comprehensive financial services, having highly qualified and experienced team. Our core purpose is to provide financial solutions by convenient mode & thereby make people enjoy a financially secured life.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Why MFINS PVT.LTD. ?
At MFINS PVT.LTD. we are a team of professionals involved in providing financial services and investment strategies for individual clients. With more and more clients asking us to clear their investment clutter and help them in achieving financial goals & objectives through regular investment, we have differentiated ourselves on the following aspects.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Customer Centric Approach:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. All our offerings are designed keeping clients requirements. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints. Be it a door step service or at the click of a mouse, we have it all.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Customer Centric Approach:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. All our offerings are designed keeping clients requirements. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints. Be it a door step service or at the click of a mouse, we have it all.
Technology Driven Services:
We offer a investment option to our clients using online platforms as well through mobile application. Furthermore, clients are also enabled with a user ID and password for viewing their investment online or on the go on mobile.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 10 years of experience in financial services and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
We offer a investment option to our clients using online platforms as well through mobile application. Furthermore, clients are also enabled with a user ID and password for viewing their investment online or on the go on mobile.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 10 years of experience in financial services and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Service
Financial Assessment
Financial assessment is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict.
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement needs Assessment
We assistin wealth building for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that needs
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Assessment
Goals-based assessment is the process of helping our clients prioritize their financial needs and determine the optimal way to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
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Our Philosophy
Right People To Partner
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Value Added Services
Value Edition
Experience
MFINS PVT.LTD Team
At MFINS PVT.LTD We believe in
Starting Early
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Investing Regularly
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Selecting Right Asset Class
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Goal Achievement
Failing to plan is planning to fail. It is not about how much you have earned but how better have you managed your finances that will determine your prosperity.At Accord Wealth, we represent the next generation service providers who believe equally in personal meeting for understanding requirements and then using the technology to best advantage for analysis and transactions.
Our team comprises of industry experts having rich experience and exposure to Equity Market, Mutual Funds, Insurance, Personal Finance, Banking and other financial aspects.
Fix an appointment with us to experience the difference.
