20 years and still learning. That's my journey into understanding human psychology with respect to money-related and investment habits. Working with people from different industries has helped me learn about the unique financial blueprints that we all have and how money means different things to all of us.
I began The Money Mart in the year 2007 with a commitment to being educated, experienced, and ethical in dealing with my client's finances.
I truly believe that money’s greatest intrinsic value is its ability to give you control over your time. The ability to do what you want, when you want, with who you want, for as long as you want, is priceless. Our endeavor is to help our clients attain this control.
Practice at a glance
20
Years of Experience
900
Families Served
₹500
Crores Managed
Practice Details
Min Monthly Investment:₹25,000 & more
Min Lumpsum Investment:₹20,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees
Language Spoken:Hindi, Gujarati, English
Qualification Completed
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN 33741
Education
Formal Education
BCom – Bachelor of Commerce, MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Build Wealth
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Loan Against Securities
PMS
SIF
Complimentary Services
Get any of the free services to experience working with Binoli Jain.