At Money Pick, we are dedicated to helping individuals and businesses achieve financial growth and security through expert financial consulting services. With a comprehensive suite of offerings that spans across Investment Management, Risk Management, Retirement Planning, Tax Planning, Loans, and Support Services, we are committed to delivering customized financial solutions that align with your goals.
Our team of seasoned professionals brings in-depth market knowledge and a client-first approach, ensuring that each financial decision is well-informed and strategically sound. Whether it’s managing investments in mutual funds, unlisted shares, corporate bonds, or real estate, or planning for your future with NPS, PPF, and other retirement tools, we guide you every step of the way.
We are family-owned service provider under the guidance of Late Mr. Raj Kishore Singla (Ex-Banker). We’re a team of professionals like CA, CPA, CFPs and passionate about serving Individual & Families. Together, we will navigate the complexity of everyday life by crafting a streamlined financial plan that is agile for your evolving needs.
Our Investment Philosophy
We give more than just investment advice. Financial planning should take all aspects of your financial life into account – from budgeting, to cash flow, to savings, to debt management, to estate planning, to risk management, to tax planning. Investing is just one piece of the puzzle.
You deserve financial advice that’s precise, actionable, and easy to understand. Our goal is to help empower you to make exceptional financial decisions.
We are legally obligated to put your best interest ahead of our own – and believe that’s how all financial planning should be.
At Money Pick, our Core Values and Principles drive everything we do. We are dedicated to maintaining the highest standards of integrity, client focus, and excellence in all our services. By embracing innovation and fostering trust, we ensure that every client receives personalized, transparent, and ethical financial solutions tailored to their unique needs. Our commitment to these values and principles is the foundation of our success and the key to our clients’ financial well-being.
At Money Pick, we take pride in our achievements, which reflect our commitment to excellence and client satisfaction. Our continuous growth and recognition in the financial consulting industry underscore our dedication to providing exceptional services and innovative solutions. These accomplishments highlight our ability to deliver meaningful results and maintain the trust of our valued clients.
Achieved a high client satisfaction rate through personalized solutions and exceptional support.
Successfully managed a diverse portfolio of financial projects, delivering significant results and growth for our clients.
At Money pick, we work as a team, all working together to deliver massive value to clients. Thanks to the wonders of technology, no matter who you talk with on our team, we are all collaborating towards your success.
20 years’ Experience
Mohit is passionate about financial freedom for each family. He has been keen on how people behave with their money and make decisions around it. He loves to be the person who helps clients understand their current situations and whether they will be in a position to achieve their financial goals.
Through our pro bono program, hundreds of young people need guidance in starting of their career how can they plan their finance better, also, unprivileged individuals and families can have access to the highest standard financial advice, the same high level provided to each one of our paying clients. This individual could your building security guard, your house maid, your office helper guy etc.
Money Pick hosts pro bono financial planning day once a month. During your 45-minute phone session, we will help them clarify the steps they can take now to achieve your most important life goals.
“Achieve financial freedom and create generational wealth”
We are AMFI registered mutual fund distributer. ARN – 295358
© 2024 All rights reserved. MoneyPick.co.in
