About

Money Assist – The Right Partner To Find The Best Mutual Fund Investment Plans

Our services ensure that even in your absence, your investments are managed with utmost care. Your family does not have to go through the hassle of claiming your investments when we are here. We provide a smooth and seamless experience with cutting-edge tracking tools and direct support through generations.

We are committed to safeguarding your mutual fund investment plans so that you and your family feel informed and supported every step of the way. Trust us to manage and protect your financial future with care and precision. We are AMFI and SEBI-recognized.

About Money Assist

Since 2014, Money Assist has been working as a trusted investment management partner, delivering value and confidence to our customers. Being a reliable mutual fund investment provider in Kolkata, we maintain complete transparency. We are here to provide you with the best financial solutions, completely tailored to meet your unique goals and needs.

Be it financial planning, investing in Mutual funds, Equity Trading, Insurance, or Corporate FD, we have mastered it all. Our customers – the investors – are our priority. We do our best to offer them the best investment solutions and plans to have a strong financial portfolio.

  • We guide you to make informed financial decisions
  • We curate your financial investment plans
  • We do not push you to make investments
  • We keep your investments well-balanced
  • We protect your investments through generations
  • We are just a call away to help you
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Mission

Our mission is to provide you complete assurance that your investment is safe with us. We are not only here to guide you with your investment planning, but we will be there to protect your investment through generations. In your absence, we will help your family to claim what you have left behind. Also, we will help them to make the right decision in terms of investment. We do not push you to invest. We only show you the right way. Decision is always yours.

Vision

  • We aim to be a trusted and responsible player in the field of major investments – Mutual funds, Insurance, Corporate FD, and Equity & Trading.
  • We aim to take part in planning your investments to keep it well-balanced – across all platforms.
  • We look forward to safeguarding the financial investments of our customers through generations.
  • We, in the years to come, will like to see ourselves helping our costumes to plan their financial goals and create better retirement plans.

Value

Our core values make us what we are today as Money Assist. We prioritise

  • Integrity in every investment plan we offer
  • Complete transparency in our approach
  • Commitment to excellence for your better future
  • Build trust through personalised guidance
  • Foster financial independence with long-term success

Some Magic Figures

Happy Customer
Online SIP Clients
Death Claim Support
Registered Fund House

Why Choose Us

Expert guidance and personalised advice to help you achieve result-driven and long-term success

Goal-based
investment services
Hassle-free
claim settlement
Worry-free
retirement plan
Management of investment portfolio
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Why invest in Mutual Funds and Insurance?

Diversify your financial portfolio and secure your investments with Mutual Funds and Insurance

Why invest in Mutual Funds with us?

Invest in Mutual Funds with us as we offer personalised strategies tailored to address your financial needs or goals. We also provide expert management and a wide range of portfolio options to keep your investments safe and well-balanced. We prioritise complete transparency by keeping you informed about your investments and well-connected through apps.

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Why take insurance?

Insurance can provide you with financial protection against unforeseen events. Investing in insurance ensures financial stability for you and your loved ones. This will safeguard your assets, cover your medical expenses, and offer peace of mind. Insurance can insure your future, protecting your wealth. It will make you and your family well-prepared for life’s uncertainties.

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