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Tarun Goyal | BALAJI SERIVCES | AmrohaTarun Goyal | BALAJI SERIVCES | Amroha

Tarun Goyal

BALAJI SERIVCES•Amroha,UP
Laxmi Nagar, Chopla, Gajraula,
Amroha, UP, 244235
Laxmi Nagar, Chopla, Gajraula, Amroha, UP, 244235
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About

Balaji MoneyCare is a comprehensive financial services firm committed to helping individuals and families build, protect, and grow their wealth with confidence. Established in 2018, we bring a structured, ethical, and client-centric approach to financial planning and investments. We offer a wide range of solutions across Mutual Funds, Equity, SIF, PMS, AIF, FD/RD, Bonds, NPS, Digital Assets, Loans, and Insurance covering Life, Health, and General categories. Our advisory services include Financial Assessment, Retirement Planning, Child Future Planning, Tax Planning, Estate & Succession Planning, and specialized NRI Investment solutions, all aligned with long-term financial goals. Balaji MoneyCare is a PFRDA Registered Retirement Advisor, AMFI Registered Mutual Fund & SIF Distributor, APMI Registered PMS Distributor, and IRDAI Registered Life & General Insurance Advisor. These registrations reflect our compliance, credibility, and commitment to professional standards.

Practice at a glance

8
Years of Experience
1000
Families Served
₹50
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
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, Armed Forces, Government Staff
Language Spoken:Hindi, English

Qualification Completed

CWM – Chartered Wealth Manager

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Formal Education

BTech – Bachelor of Technology

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor 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

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Loan Against Securities
PMS
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Tarun Goyal.

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
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review