Moneta Financial and Advisory Services was established, keeping in view, the importance of financial planning, investment and financial resources in everyone's life as well as the corporate world in the modern era.
We offer our services in trading in the stock market as well as life/financial planning which will enable our customers to attain life goals, financial affluence and lead a secured life by investing and saving a part of their income in a systematic manner in different financial instruments. We also arrange for finance for business and personal needs like loan against Property and Home loans.
In our services to the corporate segment, we have DMAT accounts, mutual fund investments including short term liquid funds and loans for the purpose of business.
We are associated with leading brands in the financial and banking segments of the country, in order to provide the most appropriate products and services to our Customers
To provide our customers with suitable advice on financial/life planning and offer solutions that will comfortably enable them to realize their life dreams and attain financial abundance with ease
To become the most preferred and distinguished platform in serving the millions of people looking for the best resources of financial/ investment solutions and an advisory service which will lead them in the right direction every time