MoneyRootz
  • +91 9112441800 We Feel Happy to Talk

Our Mission

  • “To become the First Choice of our Customers, Prospects, and Community as a whole" by creating value through Innovation and Customer-Centric Services.
  • Our mission is what we seek to accomplish every day.

Our vision

  • Protecting people, ensuring protection while leading our clients towards financial freedom & security.
  • Our vision reminds us that Clients do business where they are welcome and stay where they are appreciated.

Our Values

  • Respect for our Clients
  • Integrity in Both Thought and Action
  • Teamwork Supported by Sound Investment Strategies
  • Strong Commitment to Excellence
WHY CHOOSE OUR COMPANY

About Us

A journey so far full of challenges, opportunities and hope. Beginning from a humble background, I have transited from a teaching career which helped me establish professionally laying a foundation to a strong social status to extending it to the financial industry eventually. All along, the very thought of helping others and sharing knowledge was always at the core. Today, I run a successful Financial Advisory firm offering a range of products suitable for any person’s life stage.

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WHAT WE DO FOR YOU

Our Services

Investment Portfolio

Whenever you think of making investment, three things should come on top of your mind

Investment Portfolio

Whenever you think of making investment, three things should come on top of your mind

Insurance Policies

Insurance is an important risk management tool that can protect you and your family from financial

Insurance Policies

Insurance is an important risk management tool that can protect you and your family from financial

Wealth Basket

Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward

Wealth Basket

Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward

Tax Optimization

Tax planning involves optimizing your wealth creation and protecting your health, life and assets

Tax Optimization

Tax planning involves optimizing your wealth creation and protecting your health, life and assets

Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds

Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds

Targeted Investment

Making holistic investment choice is always preferred than making random investments.

Targeted Investment

Making holistic investment choice is always preferred than making random investments.
FINANCIAL PLANNING TOOLS

Our Calculators

Video's

Educational Video

About us

A journey so far full of challenges, opportunities and hope. Beginning from a humble background, I have transited from a teaching career which helped me establish professionally laying a foundation to a strong social status to extending it to the financial industry eventually. All along, the very thought of helping others and sharing knowledge was always at the core. Today, I run a successful Financial Advisory firm offering a range of products suitable for any person’s life stage.

Contact Us

  • Address : Office No. 3, A Wing, Rameshwar Complex, Section 29, Ulhasnagar - 421004
  • Email : info@moneyrootz.co.in
  • Mobile : +91 9112441800

Our Location