With two decades of experience, we're not just distributing mutual funds; we're dedicated to educating our clients. Whether you're new to investing or an experienced investor, we offer valuable insights and resources to help you grow your wealth. We always prioritize your best interests, providing unbiased guidance you can trust. we've built a reputation for reliability, client-centric services, and exceptional results. Our experience has given us the insight and expertise to help you navigate the ever-evolving world of mutual funds, and we continue to evolve with the changing market to serve you better.
Practice at a glance
18
Years of Experience
200
Families Served
₹100
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Government Staff
Language Spoken:Hindi, Marathi, Gujarati, English
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-25425
IRDAI Licensed Insurance Agent (Life)
00018253
APMI Registered PMS Distributor
APRN05927
SIF Distributor (AMFI)
NISM-201700017532
Education
Formal Education
MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination, NISM XXI-A – Portfolio Management Services Distributors, NISM VIII – Equity Derivatives 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
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Loan Against Securities
PMS
SIF
Gift City
Complimentary Services
Get any of the free services to experience working with Paras Bharat Momaya.