Welcome to Beyond Money

About Beyond Money :

After completing post-graduation in commerce I started my carrier as a Financial Planner in the year 2006. During last 6 years I am actively involved in promoting various investment opportunities amongst investors. During these years I have handled various responsibilities in Mutual funds as well as other industries. Further, as an Investment Consultant, I have been providing services like Housing Loan, investments in mutual funds and Life Insurance , Vehicle and Mediclaim and Overseas Mediclaim also.

 

* AMFI Certified

* IRDA

 

Now with CPFA  certification by (NISM and SEBI), offer services as Personal Financial Life Planner to support Sustainable Life Style of my clients. I am Committed to be a Trustworthy Family Advisor. AMFI Registered Mutual Fund Advisor.

 

Mission :

 

Guide individuals to be financially prepared for Rich, Happy and Contented Life.

 

Vision :

 

Be the Trusted Family Financial Life Planner.

 


Juzer Gabajiwala In this article, we will explain the categorization of debt funds in brief and its features impact.
Thu, 19 Apr 2018 11:20:20 +0530


Pankaj Mathpal Dynamic asset-allocation funds factor in market valuations before investing in various assets.
Tue, 10 Apr 2018 09:43:00 +0530


Does investing in sectoral equity mutual funds make sense? With sector funds, the timing of the investment and the health of the concerned sector is very crucial.
Mon, 09 Apr 2018 09:57:49 +0530


Mutual Fund Day: Family Financial Plan series Financial management is not just about how much money you make, it is also about how much you save, how hard you make it work for you and how many future generations you keep it going for. Mutual Fund Day – Family Financial Plan Series chronicles different financial planning case studies of individuals with unique financial background selected from different parts of India.
Sat, 31 Mar 2018 15:54:48 +0530


Do-it-yourself investors, go for direct plans for greater wealth creation As direct plans do not incur distribution expenses, the savings made in total operating expenses remain invested with the fund, which then start generating returns.
Wed, 28 Mar 2018 10:58:05 +0530


Mahesh Patil Retail investors are showing slight concern with market correction and going forward we may see 20% drop in flows compared to last 6-month average, Mahesh Patil told CNBC-TV18
Tue, 27 Mar 2018 11:16:29 +0530


Sunil Subramaniam Watch the interview of Sunil Subramaniam, CEO of Sundaram Mutual Fund with Prashant Nair and Ekta Batra of CNBC-TV18, where he shared his readings and outlook on the fundamentals of the market, and specific stocks and sectors.
Tue, 13 Mar 2018 12:06:12 +0530


Nilesh Shah Market’s downside will be capped by earnings and economic recovery cycle. But the upside could be capped due to political uncertainty as well as possibility of hiked interest rates in the US, Nilesh Shah of Kotak MF said.
Mon, 12 Mar 2018 11:02:06 +0530

Video Box