"Take a step forward towards Informed Investments with Dealmoney Securities, a consultative and transparent method of investing".
With our best-in-class expertise in financial planning, you can be rest assured that you get the best financial plans and options for deployment of your funds. Count on us for transparency, high-class service and a strong research-driven investment process that delivers success, which all of us at Dealmoney believe in and practice.
At Dealmoney, Wealth Management is an ongoing process with defined steps that involves strategic financial planning, execution, review and management with a client-centric approach to manage the existing wealth and help in long-term wealth creation.
Dealmoney's wealth management arm solely focuses on providing Advisory services to Business Families and High Net worth Individuals. We provide a spectrum of innovative solutions to privileged individuals who need wealth management solutions to effectively manage their hard-earned wealth.
Financial Planning is the process of meeting your life goals through the proper management of your finances. It involves the process of assessing your financial situation, determining your objectives and formulating a plan to achieve them. The objective of financial planning is to ensure that the right amount of money is available in the right hands at the right point in the future to achieve an individual's life goals. It also allows you to understand how each financial decision you make affects other areas of your finances
Traditional Investment Products
- Equity - Direct Equity, IPOs, Equity Mutual Funds
- My OMFA (Online Mutual Fund Account)
- Debt - Debt Mutual Funds, Term Deposits, NCDs, Bonds
Liability Management Products
Loans, IPO Financing, Loan Against Shares
Risk Management Products
- Life Insurance, General Insurance
- Wills, Trusts and Estate Planning Services
Portfolio Management Services, Private Equity funds, NDPMS
A range of specialized investment strategies to capitalize on opportunities in the market
Fund manager having access to market information on real time basis and extensive research on various stocks
Dealmoney enables you to relax and enjoy your success, while we will do everything to ensure that your financial investments perform in the most optimal manner. We look forward to a long and fulfilling relationship with you.