Our Mission
To provide our clients with the best solutions in financial assessment and wealth building through simple, unbiased and uncluttered guidance that adds real value to their quality of life.
Our Vision
To be the most trusted mutual fund distribution and financial advisory firm in Bangalore, known for integrity, transparency and exceptional client outcomes.
Who We Are
Moneysante Investment Corp was founded with a single purpose: to make quality financial guidance accessible to every individual and family. We believe that sound investment decisions should not be a privilege of the wealthy — they should be available to everyone who wants to build a secure financial future.
We are a SEBI-registered Mutual Fund Distributor (ARN holder) based in Bangalore. Our team works with individuals, families and small businesses to create goal-based investment plans covering mutual funds, insurance, NPS, equity, PMS and more.
Our approach is deeply personal. We do not sell products — we build relationships. Every client receives a comprehensive financial review before we recommend any investment.
Certifications & Registrations
- AMFI Registration Number : ARN-325086
- Member: Association of Mutual Funds in India (AMFI)
Why Moneysante?
- Personalised Plans — Every recommendation based on your goals, income, risk profile and time horizon
- No Pressure Sales — We never push a product. You decide when you are ready
- Regular Reviews — Periodic portfolio reviews to ensure investments stay aligned with goals
- Holistic Approach — From investments to insurance to tax planning, we cover all aspects
- Technology Enabled — Access your portfolio anytime via our client portal
Our Core Values
Integrity
We put our clients’ interests first, always. No kickbacks, no mis-selling, no conflicts of interest.
Transparency
All fees, commissions and product terms are explained clearly before you invest.
Education
We believe an informed investor is a better investor. We invest time in educating our clients.
Long-term Thinking
We focus on sustainable wealth creation, not short-term gains.
Meet Our Team
Balrama.M
15+ years in financial services. AMFI-certified Mutual Fund Distributor. Passionate about democratising quality investment advice.
Sumalatha C
Specialises in retirement planning and tax-efficient investing. Certified Financial Planner (CFP).
CA.Shyam.H.C
Dedicated to ensuring every client has a seamless experience from on-boarding to portfolio review.
Let’s Talk About Your Financial Goals
Schedule a free 30-minute consultation with our team today.
