Adding Value To Your Life
"Good financial discipline creates more wealth than the financial intelligence".
The above irrefutable truth, has been the driving force and philosophy behind establishing my firm MSM Wealth.
Read more
Our vision is to be a trusted partner for our clients and a respected leader in global wealth management.
Establishing Saving and Investment habits in an individual's mind to bring harmony in their life.
Trust, Honesty, Quality, Competence & Service
OUR FINANCIAL SERVICES
MUTUAL FUND
MUTUAL FUND
Mutual Funds are equity funds that invest a bigger proportion of their total assets in companies with a large market capitalization.
INSURANCE
INSURANCE
Insurance Plans, as the name suggests, are designed to offer life insurance to a group of people under a single policy.
SIP / STP / SWP
SIP / STP / SWP
A Systematic Withdrawal Plan (SWP) allows an investor to withdraw an amount from their investments periodically. A Systematic Investment Plan (SIP) is an investment tool which allows the investor to invest a fixed amount at regular intervals in a Mutual Fund scheme. SIP facility allows the investors to invest a fixed amount at regular intervals over a period.
WE CAN ASSIST SMALL MEDIUM SIZE BUSINESSES AND ITS PROMOTERS
ROAD MAP TO THEIR DREAMS
ASSESS, PLAN & MAINTAIN FINANCIAL HEALTH
PRUDENT RISK MANAGEMENT SOLUTIONS
FUNDING BUSINESS TRANSFER / SUCCESSIONS
PROTECTING FROM KEY PERSONNEL LOSS
WELFARE
STATUTORY
SINKING FUND (AMORTISATION)
Y/Z AND A/H
TAX PLANING
TOTAL CLIENTS
HAPPY CLIENTS
COMPLETED PROJECTS
CLIENTS FEEDBACK
I got honest, objective and impartial advice which serves my interest. I really like his in-depth explanation of the different products he recommends and the role they play in one's portfolio. Mandar is very responsive when you need his help. I would strongly recommend him.
Chartered Accountant
Dear Mandar has been very instrumental in getting my _finances_ organised! He is a thorough professional who had been helping me to achieve my professional and personal goals _on time_ and within a _set budget_. He is highly dependable and willing-working (can do) kind of person, who is always approachable. I wish him success in his endeavours as a **finance professional**.
Works in an MNC Bank.
Mandar understands the anxieties that come with investing and he managed to assure me to feel positive about the future. It is good to know that he is being very proactive in looking after my investments in these troublesome and testing times. I would strongly recommend anyone requiring financial advice/help to give him a call.
Works as a Developer at Tata Consultancy Services LTD.
"I have taken two policies from Mandar of LIC. The best thing about Mandar is he explains to you, the nature of policy in detail without sugar coating anything like the majority of insurance agents. Also, he sends reminders 3 months prior to the due date of the premium amount. The same is very helpful practice as it does not lead to last minute arrangement of funds and in the worst case scenario, lapse of your insurance policy.
Advocate