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Nisreen Mamaji

MoneyWorks FS•Mumbai

Suman Building- Gr floor-G1, Panch Marg, Versova, Mumbai 400061,

Mumbai, 400061

Suman Building- Gr floor-G1, Panch Marg, Versova, Mumbai 400061, Mumbai, 400061

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About

MoneyWorks FS has been consulting with investors for 25 years in the areas of personal finance ie investments , portfolio management and insurance. Our team comprises Operations, Research and Relationship Managers who do not jargonize and give unbiased and simple recommendations. We pride ourselves in helping our investors achieve their dreams and also retire peacefully.

Practice at a glance

Years of Experience

400

Families Served

₹250

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Nisreen Mamaji.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check