Moneysante is more than a mutual fund distributor. We offer a comprehensive suite of financial services to help you plan, invest, protect and grow your wealth across all stages of life.
Financial Planning
A comprehensive plan covering net worth, cash flow, emergency fund, goals, insurance and retirement.
Goal-Based Investing
Investment portfolios built around specific life goals: education, marriage, home, retirement.
Portfolio Review & Rebalancing
Annual comprehensive review, quarterly check and rebalancing to maintain target asset allocation.
Tax Planning
80C, 80D, 80CCD(1B) optimisation plus capital gains tax management.
Retirement Planning
Corpus calculation, decumulation strategy, NPS, SWP and annuity planning.
Financial Planning
A comprehensive financial plan is the roadmap to your financial goals. We analyse your income, expenses, assets, liabilities, insurance and investments to create a personalised plan covering:
- Net worth assessment
- Cash flow analysis and budgeting
- Emergency fund planning
- Goal-based investment plan
- Insurance needs analysis
- Retirement planning
Goal-Based Investing
We build investment portfolios around specific life goals:
- Child's higher education (10–15 year horizon)
- Child's marriage corpus
- Home down payment (3–7 years)
- Retirement corpus (20–30 year horizon)
- Dream vacation or car (1–3 years)
Tax Planning
- Section 80C investments: ELSS, PPF, NPS, insurance
- Section 80D: Health insurance deductions
- Section 80CCD(1B): Additional NPS deduction
- Capital gains tax optimisation: Harvesting gains within tax-free limits
- Switching between growth and IDCW plans for tax efficiency
How to Get Started
Call us or fill out the enquiry form on our Contact page
Schedule a free 30-minute initial consultation (in-person or video call)
Share your financial documents (income, existing investments, insurance)
Receive your personalised financial plan within 7 days
Review, discuss and begin implementation
Let's Build Your Financial Plan
A 30-minute conversation with our advisor can set the direction for your entire financial future.
