I am Smita Talawdekar I am a B.sc Graduate & have done MBA. I am into Financial advisory service since 2012. I am IRDA certified( Insurance ) & I AMFI certified distributor (Mutual Funds). We offer Financial Products like Mutual Funds, Life insurance, Health insurance, General Insurance. Our expertise and experience will help you achieve your financial goals.
Our mission is to be most reliable Financial Services & to maintain strong & long lasting relationship with you, our client & to maintain highest integrity & professionalism. We provide top-notch & tailormade advice to give you best possible return to help you reach your desired Financial goals & fulfil your dreams.
We offer Financial Planning & wealth management. We identify Financial goals of client & assist them in comprehensive planning. We first understand the requirement of client & than provide them customized plan to achieve their financial goals. We educate & guide our clients & provide a total solution to help our client reach their Financial goals. We spread financial awareness through Investor awareness program at all levels of society. We want to make our clients life safe ,secured & wealthy. Designing, implementation and review are fundamental to all the services that we offer. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. You can track your investment portfolio in web as well in mobile devices. You can Track & Manage Mutual fund investment for your family through single login desk. You can access Reports, Tools and Calculators to plan your Investment effectively.
Our Qualities & Skills:
- Integrity
- Putting the client and their goals first
- Timely solutions
- Transparency of charges
- Good Technical knowledge
- Flexible & accommodating towards clients changing goals
- Giving Innovative Solutions
- Updating the client with marketing scenario
- Listening to what the client is saying (explicitly and implicitly)
- Long term, relationship driven. Not short term, sales driven
- Approachable
- Independent/Unbiased advice
Belief As a Financial Planner:
- The first step in exceeding customers expectations is to know those expectation
- The Well-Satisfied customer will bring the repeat sale that counts
- The golden rule of every business owner is “Put yourself in Customers Place”
- Courteous treatment will make a customer a walking advertisement
- A Satisfied customer is the best business strategy of all.
- About Us - MoneyMagnet Investments 💰🚀📌 Helping You Attract Wealth, One Smart Investment at a Time!
- At MoneyMagnet Investments, we specialize in goal-based financial planning for working professionals, women investors, NRIs, business owners, and families. Whether you're planning for your child’s education, dream home, retirement, or long-term wealth creation, we provide personalized financial strategies to help you grow & protect your wealth effortlessly.
- 🔹 Customized Solutions for Different Investors:
- 👩 For Women Investors: Secure your financial independence with smart investments.
- 🌍 For NRIs (Non-Resident Indians): Build & manage wealth in India while living abroad.
- 👨💼 For Salaried Professionals: Grow your wealth & secure a worry-free retirement.
- 🏢 For Business Owners & Entrepreneurs: Multiply & protect your hard-earned money.
- 👨👩👧👦 For Families & Parents: Plan for your children’s future & long-term financial security.
- 👴 For Retirees & Senior Citizens: Enjoy a stress-free retirement with steady income.
- 🔹 Our Services:
- 📈 Systematic Investment Plans (SIP) – Small investments today, big returns tomorrow.
- 💰 Wealth Management – Smart strategies to multiply & safeguard your wealth.
- 🎯 Goal-Based Investing – Tailored plans for home buying, children’s education & more.
- 🏖️ Retirement Planning – Secure your golden years with well-planned investments
- . 🌍 NRI Investment Solutions – Hassle-free investing in India while living abroad.
- 👩💼 Women-Centric Investment Plans – Financial independence for a secure future.
- 🛡️ Risk Management & Insurance – Protect your wealth & loved ones from uncertainties.
- 🏦 Fixed Deposits (FDs) – Secure, stable returns with guaranteed growth.
- 📊 Small Cases Investment – A modern, flexible way to invest in diversified portfolios.
- 🔑 Loan Against Securities (LAS) – Unlock liquidity while keeping your investments intact.
- Why Choose MoneyMagnet Investments?
- ✅ Expert Financial Guidance – Backed by data, research & market insights.
- ✅ Tailor-Made Investment Strategies – Personalized to suit your needs & risk appetite.
- ✅ Hassle-Free Investing – We simplify everything so you can invest stress-free.
- ✅ Long-Term Wealth Creation – Smart strategies for financial independence.
- ✅ Trusted Partner – Your growth, our priority!
- 🚀 Financial Freedom Starts Today! Don’t just save—Invest Smartly & Attract Financial Success Effortlessly! Because Money Attracts Money— when invested wisely! 🚀📈
- 📞 Get in Touch:
- 📧 Email: moneymagnetinvestments@gmail.com
- 📱 Call/WhatsApp: 9970175297
- 📍 Location: Pune India
