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MAKEMYINVESTMENT.CO.IN
Helping You Manage Your Money Better
WE WORK HARD TO MANAGE AND PROTECT YOUR MONEY
We all work really hard because our top priority is to focus on our client's investment.
OUR SERVICES
MUTUAL FUNDS
A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities like . . . read more
INSURANCE
Insurance is a way of managing risks. When you buy insurance, you transfer the cost of a potential loss to the insurance . . . read more
MEDICLAIM
Star Health Mediclaim provides cover for regular hospitalization expenses as well as expenses connected to almost all . . . read more
HOME LOAN
Buying a ‘Home’ is the costliest purchase in one's life and it is equally important to choose a Home Loan partner who will look beyond loan . . . read more
NCD/BOND/DEMAT
Investing in equity shares in physical form entails a lengthy procedure, lot of paperwork and risk of getting fake shares. In order to keep . . . read more
WHAT WE DO
At MMi, along with providing basic services for mutual funds, home loans, insurance polcies, mediclaim policies etc., we also provide value added services like goal planning, risk profiling and assessment, customized financial roadmaps in the most transparent and unambiguous ways. Apart from the above, we also open Demat Accounts. We hand hold the novice investors and make them experience the world of finance in the most simple and effective way. Also, we provide you with goal planning reports and make a step-by-step plan for your future events in such a way, so you don’t feel pinch on your pockets when your life goal comes. Hence, we make the financial planning a smooth ride for you with least emergency bumps.
WHY MMi
At MMi, we are committed to cater to our clients in the most honest and professional way. MMi is made up of young professionals who have qualification and market experience, and keep abreast with the changing dynamics. It’s a one stop solution for plethora of financial services. At MMi, we provide you with both advisory and distribution services at the same place. Also, we provide our clients with unambiguous information and authentic advise which is beneficial to them in future. We hold our clients first and take special measures to improve our quality on a daily basis. The clients are also provided with additional tools and applications to keep track of their investments ‘real time’.
MEET YOUR FINANCIAL ADVISOR
HAVE YOU MADE UP YOUR MIND?
WHAT CAN WE HELP YOU ACHIEVE?
HOW YOUR INVESTMENT WORKS?
WHAT MAKES A GREAT FINANCIAL PLAN
RISK ASSESSMENT
We understand that no two people are alike when it comes to investing. Risk assessment is the foundation upon which investment portfolios are built & provide clear insight on the investment instruments optimal for your requirements.
ASSET ALLOCATION
We design your optimal split between equity & debt funds, based on a combination of your unique situation & leading market indicators. The asset allocation is closely monitored to create the right balance of risk vs return for your portfolio.
GOAL MAPPING
Aligning goals to your investments makes it 300% more likely for you to meet them. We use a high-level technology & review platform along with our proprietary goal report, so that you’re always on track to meet your goals.
CUSTOMIZED ROADMAP
We draft a detailed financial report based on your comprehensive discussion with your Financial Planner; this serves as a critical roadmap for meeting your life’s objectives & provides absolute clarity on your investment purpose.
PORTFOLIO REVIEW
We conduct periodic reviews on your investment portfolio; weeding out laggards, optimizing your asset allocation & revisiting your life goals in the process. Reviews make a critical difference in reducing risk & return out performance of your investments.
DO IT YOURSELF
“Do It Yourself” is suited for individuals who want complete control and are short on time. The platform is convenient and allows you to make your investments quickly, without human intervention
TWO OPTIONS
| SERVICES | DO IT YOURSELF | EXPERT FINANCIAL HELP |
|---|---|---|
| Risk Profiling & Asset Allocation | Yes | Yes |
| Goal Based Investment Plans | Yes | Yes |
| Dedicated Service Support | Yes | Yes |
| Paperless Transactions | Yes | Yes |
| Tax Saving Investment Advice | Yes | Yes |
| Customized Financial Planning Report | No | Yes |
| Periodic Porfolio Review and Rebalancing | No | Yes |
| Mobile App | Yes | Yes |
| Investment Dashboard | Yes | Yes |
DISCLAIMER
Mutual Fund and ULIP investments will be subject to market risks and hence there will be no guaranteed returns. However, we shape clients’ investments aligning their risk appetite with degree of safety of various mutual funds to the best of our knowledge and understanding, so that client gets best risk adjusted returns.