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Moneta
  • Products / SERVICES

    Three in one DMAT Accounts

    For those who wish to open a DMAT account, we provide three in one account (Savings Bank, DMAT and Trading accounts) through our trading member. The user friendly platform facilitates transactions in Securities, Mutual funds, IPOs, Fixed Deposits, Bonds, Futures & Options and currency at the convenience of one's home or office through a PC, tablet or even a smart phone. These accounts could be opened as online or offline .In both these accounts we offer you the assistance of our NISM certified broker during the trading hours. Please call us to open your DMAT account (Corporate/Individual) soon

    Mutual Funds

    Mutual Funds are one of the most preferred financial instruments for investment. We are associated with all the leading asset management companies (AMC) in India. Thus we have a wide range of funds that will satisfy the requirements of our clients who wish to invest a lump sum or start a SIP (Systematic Investment plan). Let it be for availing the Tax benefit or for an investment that give you good return and growth, our AMFI registered financial advisor will assist you in choosing the most suitable fund for your requirements. Call us today for free information/advice on investing in Mutual funds

    Loan against Property

    Let it be for business or to cope with an immediate financial requirement, we arrange loans against your property at most attractive interest rates. Please provide us with your details to find out your eligibility for a loan

    Home loans

    We arrange for home loans to make your dream of owning a home true. Please do contact us with your details and requirements to give us an opportunity to help you in getting finance for your home

    Business Loans

    We arrange for loans for those who are into business on attractive terms. Contact us to apply for a business loan that could take your business to new heights

    Life Insurance

    In today's world, it is very essential for every family to secure its income, by insuring the life of each member. Now life Insurance plans provide an opportunity for saving the money for future goals and even offer guaranteed regular payouts, while it protects the income of the family in adverse situations.

    Please call us for an appointment at your convenience for a no obligation, free of cost life planning session with our advisor and choose the life insurance plan that suits you.

    Health Insurance

    As the health industry witness quantum jump in technology as well as revolutionary inventions in modern medicine, the cost of treatment is going up day by day. In the modern world, it is utmost important to be protected against the huge hospital bills by insuring one's health.

    We have a range of Health Insurance plans from the market leader of the industry, that suit the requirements of clients from different demographics. Please do call us to finalize a health insurance plan that will stand by you when required.

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    © 2016 Moneta Financial and Advisory Services . All rights reserved

    Disclaimer

    • All the products and Services mentioned above are offered by companies from respective fields, who have authorized us to represent them .We do not provide any service or product as our own. Customers who avail the services or products are binding on company's terms and conditions, which offer the same.
    • Issuance of insurance and loans depends on eligibility of the applicant and is under the sole discretion of respective institutions, which provide the service. We do not assure issuance of Loans or insurance to all applicants
    • We do not charge anything for providing information on financial products/Service from our clients
    • Investment in stock market and mutual fund are subject to market risk .We do not guarantee profit or growth for the investor.
    • Expertise in operations of Online/Offline trading platforms depends on the customer's memory, computer based skills, Knowledge and ability to learn.