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Paras  Bharat Momaya | Moneybridge | SangliParas  Bharat Momaya | Moneybridge | Sangli

Paras Bharat Momaya

Moneybridge•Sangli,MH
299,Panpalia Building,Vakhar Bhag,Behind Punjab National Bank,Sangli,
Sangli, MH, 416416
299,Panpalia Building,Vakhar Bhag,Behind Punjab National Bank,Sangli, Sangli, MH, 416416
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About

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.

Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Mutual Fund Portfolio Review