We help you fulfill your financial goals
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About Us
Moolya is a one stop solution for all your financial/investment needs, thereby ensuring your financial goals of present and future are all met. Various investment services in our gamut include Mutual Funds, Insurance, Gold Bonds, Fixed income bonds, NPS, Shares, Will making, ITR filing. Our experts also help in analysing your existing portfolio and rebalancing the same based on your risk appetite. Client on-boarding, investment is all paperless.
Financial goal planning is an essential aspect of disciplined investment. In our mobile app as well as web browser login, anyone can create their own financial goals and start investing. Our experts are a phone call away to assist you in all your investment need at no extra cost. Feel free to write, call or WhatsApp us.
Moolya Philosophy
We Value You
Moolya means Value. Moolya is built on the premise that if we value our clients, we shall be valued back by them. We value our clients not only in creating wealth for them but also in the way we communicate and proactively inform them about various aspects of investment. We follow three philosophies in the way we service our clients:
Research Orientation
(न हि ज्ञानेन सदृशं पवित्रमिह विद्यते |)
We understand our clients' risk appetite, investment requirements and financial goals and provide them customised solution towards meeting their financial goals. Each product we offer is thoroughly researched on regular basis to maximise wealth creation and reduce risk exposure.
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Accessibility
(अभिगम्यता)
We try our best to resolve your queries as soon as possible. Client first is our approach and we are indeed Tatpar to service you for all your financial and investment needs. You can easily reach us via WhatsApp or mail (mentioned here in our website)
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Proactive
(अग्रसक्रिय)
We manage portfolio of our clients very diligently and are very pro-active about movements that happen in the market. Our experts analyse your portfolio regularly at no extra cost and balance them based on various micro and macro factors that govern the market.