Welcome to MONEYPLUS. We have named our business as MONEYPLUS. Its not just a name, but, our intention of adding PLUS to your MONEY. Be it your Investments, your Insurance, your Tax Planning or any of your money matters, we take care of everything.

With your valuable support and well wishes, we have completed  three years of successful service. In this last three years, we have crossed a milestone of more than 500 clients (and growing) for our various services. Since March 2009, we have started operation in Pune for all our services.

1. Mutual Fund Advisory Services
2. Insurance Advisory Services
3. Direct investment in Equities through BSE/NSE. Online Trading option also available thru www.smcindiaonline.com
   
4. Investment in Primary Market through IPOs.
   
5. DEMAT Account Management
6. Loans against your Equity Shares as well as your Mutual Funds, in association with ICICI Bank Ltd.  
7. Tax Planning Services - Ranging from PAN Card preparation to actual tax planning, thereby reducing your tax burden.
8. Conversion of your old Physical Share certificates to DEMAT form as well as Transferring of your old Physical Share certificates from different family members to one, etc.
   

1. Managing your investments efficiently, thereby maximizing your gains. We achieve this by watching your investments on regular basis and suggesting you the proper action i.e. Buy/Sell/Hold. All your investments in Shares/Mutual Funds/Insurance are closely monitored on real time basis through range of software deployed by us especially for you. We concentrate on our client's profits rather than our turnover. We don't believe in over trading (and thus paying high brokerage). Instead, earn much profit by paying least brokerage.
   

1. Alerts Service - We regularly send alerts to you through SMS/Email relating to your investments as well as any other useful information. This include:-

• Daily market update of SENSEX & NIFTY for Equity Clients.
• Weekly update of prices of stocks held by all Equity Clients.
• Periodic alerts for buying selected stocks for short/medium term based on our own research, not just on rumors/tips.
• Periodic alerts for applying selected IPOs & Mutual Funds at the right time.
• Reminder SMS for every installment of your Systematic Investment Plan (SIP) for Mutual Fund Clients.
• Periodic updates on valuation of Investments in Mutual Funds.
• Any other related useful information.

1. Home Service - We would be happy to receive you at our office. But, we understand that your time is valuable. We take care that there is no need for you/your representative to come to our office. Our courteous staff is always present at your door step for all the various issues from completing account opening formalities to collecting cheques, everything.

1. Innovation - We always try to innovate by using various analytical tools and giving you that best financial product that suits you and not our pocket. Your satisfaction is our first income. By combining different products from Insurance/Mutual Funds, we get you a best plan to protect your financial future.

1. Knowledge - Our business is not just restricted to providing you products and services. But, we also strive to impart you as much knowledge as we can, from this Financial Jungle.

• Channel Partner of SMC Investment Solutions & Services for Equities/DEMAT/Primary Market (IPOs).
• Empaneled with leading Mutual Fund Houses like HDFC, SBI, ICICI Prudential, Sundaram BNP Paribas, DSP Merrill Lynch, Birla SunLife, Principal PNB, ING Vysya, Kotak, Reliance, etc.
• Empaneled with private life insurers like ICICI Prudential & Reliance Life.
  

We would be glad in serving you with our other service offerings too. Also, we need your responses from time to time to keep you satisfied. If, at any point of time, you are not satisfied or have any suggestion to offer us, feel free to contact us through any of our touch points. Finally, our expectation from you - If you are satisfied with our services, refer your friends and family for our services and we would be pleased to meet them and serve them.

Regards
Anuya Kakkad    -    Hitesh Kakkad