Mymoney

About us

I, Priyesh Sethi S/O Yogesh S Jain, I am an AMFI certified Mutual Fund Distributor Family ARN - . I am also a qualified Insurance Advisor. Serving more than 7000 clients for insurance and 3000 clients for mutual fund…

I am a financial planner as well as investment consultant and actively started Life Insurance JULY 1995 (USA MDRT,COT) and Mutual Fund advisory from 2015 at My Money; we started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from 1995.

HOW IT WORKS?

Here are the 3 working steps on success.

Collect data

Your risk profile, past investments, your prefernces and concerns - all are considered here.

Portfolio building

Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.

Portfolio review

Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.

SERVICES

Investment portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

Insurance Portfolio

Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk

Tax Fundamentals

Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.

Mutual Fund

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Wealth Management

Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.

Retirement Planning

Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.

FINANCIAL CALCULATORS

Secure your future through systematic investment, Select your goal and calculate how much you need to invest!

TESTIMONIALS

I was looking for technology – A user-friendly platform, Simple sign up process, Expert fund recommendations, Investment product range and God Services has it all.

MR. SENIOR MANAGER AT HCL TECH. NOIDA

It was really a great experience to be a part of financial planning. The master advisor Mr. Priyesh Sethi S/O Yogesh S Jain has a good knowledge and his advisory services based on financial planning and asset allocation with goal oriented. “I walk away with many ideas on my mind, how I can make impact in my financial muscle.”

MR. PRIYESH GANGWAL -

OWNER OF GANGWAL FOODS INDORE

I met Mr. Priyesh Sethi S/O Yogesh S jain during his Investor Awareness Programme by Priyesh Sethi in Sep 2015 for first time. My investments unorganized in my financial part, After this I got services from him and move physical to digital with e-investing and having extremely useful guidance from him which helped me to well organize at all in financial goal planning.

MR. PRANAV SINGHI

BUSINESS - ENTREPRENEUR

GAURANG & MADHAV DHAWAN

“Mr. Priyesh Sethi has a very welcoming, friendly, professional and personable nature, who works with integrity to provide her clients with sound financial advice and guidance. Priyesh Sethi up to date expertise in the financial sector creates a trust that is rare to find. We highly recommend My Money and their services and look forward to many more years working with Priyesh Sethi S/O Yogesh S Jain.”

WE PROVIDE RIGHT PRODUCT FOR YOUR NEED