We provide right product for your need
What We Do?
The service we offer is specifically designed to meet your needs.
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Policies
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events
Tax Optimization
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws
Mutual Fund
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors
Wealth Basket
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth.
Targeted Investment
Making holistic investment choice is always preferred than making random investments. This can be achieved if every investment made is linked
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.
Client Testimonial
Smita always provide guidance & suggestions about what is best for me to achieve my dreams. Its more than 2 years with Money Magnet Investment & I can surely say that my investments is in good hands. I am very impressed with Ms. Smita for her prompt support & advice. Money magnet Investments is like angel who makes our dream true so I personally recommend Ms. Smita Talawdekar to make our dreams come true.
Ravi Jagtap
Director - Innovative Tech centre Pvt Ltd
Its been almost a year I am investing with Ms. Smita Talawdekar from Money magnet Investments & I can surely say that my investment are in good hands. She handles all my queries & doubts & provides regular guidance & suggestions about what is best for my portfolio. I am very impressed with Ms.Smita for her prompt support & advice. If you want to invest smartly & want to build long term net worth I will suggest you to invest with Smita for Mutual fund investments.
PrafullaKumar Nemane
Owner - Pioneer Surgicals
I am very glad to have financial planner like you, your suggestions and your advice for choosing best company to invest was really appreciable. The way you handle and create our personal portfolio which keeps us updated is unique which helps to understand my growth. I am very much satisfied & will definitely recommend your service to my friends & relatives. Thanks once again & all the best for your business.
Milind Randive
Anand Industries
It was amazing to avail your consultancy for the mutual fund The schemes recommended by you were profit making and it equally reflect your market knowledge.as well as professional approach about the market study. I will definitely recommend you to my business associates going forward. Also looking forward to avail your services in the future. Wish you all the best.
Pranav Asnikar
CS - Pranav Asnikar & Co
