- 300+ Happy Investors
- HDFC LIFE insurance
- PMS
- Launched presence on
digital platforms
In 2003, when financial planning was still a budding concept in India.
We started M2M - Mind to Money. Considering people’s cautious nature towards the concept, it
was a bold move. We started by educating our clients and then providing financial guidance to
them. Over the years, as the industry evolved, we adapted. Now, we offer end-to-end solutions for
your finances.
Our clientele is purely referential. They are our family and we provide them with only the best service. This, in turn, has earned us their faith and confidence in us - the very reason we"ve grown this far.
When it comes to your finances, choosing what is right is important for us. Our experience of over 15 years helps you count every factor that is or may affect your finances. After considering your lifestyle, family structure and even your hobbies, we utilise our expertise and suggest investment strategies that can lead you to your goals.
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ESTATE MANAGEMENT
To ensure desired transfer of your
assets to the beneficiaries |
01
RISK PROFILING ASSESSMENT
To consider every probable
future risk |
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05
RISK COVER
To cover sudden
expenses due to unforseen events |
02
IDENTIFYING INVESTMENT OBJECTIVE
To foresee your
financial future |
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04
REGULAR MONITORING & REBALANCING
To monitor investments
and re-evaluate portfolio |
03
PORTFOLIO CONSTRUCTION
To begin investing for
optimum returns |
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With our relentless spirit, we want to grow our all-inclusive family. Whether you are a professional, homemaker, Non Resident Indian, HNI, Trust or even Company - we’ve got a financial plan - just for you.
221-Hind Rajasthan Complex, Dada Saheb Phalke Road, Dadar-East, Mumbai 400014.
support@m2mfinancialservices.com • +91 22 2411 2323 • +91 91376 99313
