Grow Your Wealth with Confidence
Invest the Moneyfest Way.

Welcome to Moneyfest investments — your reliable partner on the journey to financial well-being. We believe that wealth creation is not just about investments, but about helping you achieve your life goals through informed, research-backed financial solutions. At Moneyfest investments, we’re committed to transparency, ethics, and a long-term vision for your financial success.

About Moneyfest investments

20+

Years Of Experience

ABOUT US

Your Trusted Financial Partner

Moneyfest Investments is a professionally managed financial services firm committed to providing individuals, families, and businesses with comprehensive, ethical, and personalized financial solutions. Based in Room no 6, Hem bhuvan, Vatchraj lane, Matunga East Mumbai 400019 . We specialize in wealth advisory, investment distribution, retirement and tax planning, business financial structuring, and real estate investment consultancy. Our goal is to help clients make informed financial decisions that align with their long-term objectives and values.

Led by a team of seasoned financial advisors, Chartered Accountants, and domain experts, Moneyfest Investments combines deep industry knowledge with a client-first approach. We believe in building trust through transparency, integrity, and consistent value delivery. Whether you're planning for the future, growing your wealth, or protecting your assets, we are here to guide you every step of the way with smart, strategic, and reliable financial advice.

55 CrAssets Facilitated*
10,000+Clients Served
20+Years of Experience

Our Financial Product Partners

Trusted Institutions We Work With

Bandhan Mutual Fund
Bank of India Mutual Fund
HDFC Mutual Fund
AXIS Mutual Funds
360 One Mutual Fund
Bajaj Finserv Mutual Funds
DSP Mutual Fund
Edelweiss Mutual Fund
Groww Mutual Fund
Franklin Templeton India Mutual Fund
Tata AIA Life Insurance Company Limited
Aditya Birla Sun Life Mutual Funds
Canara Robeco Mutual Fund
Baroda BNP Paribas Mutual Fund
Invesco Mutual Fund
ICICI Prudential Mutual Fund
Kotak Mutual Fund
ITI Mutual Fund
JM Financial Mutual Fund
Mahindra Manulife Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Navi Mutual Fund
Nippon India Mutual Fund
NJ Mutual Fund
PGIM India Mutual Fund
PPFAS Mutual Fund
Quant Mutual Fund
Quantum Mutual Fund
Samco Mutual Fund
Shriram Mutual Funds
Sundaram Mutual Fund
Tata Mutual Fund
Taurus Mutual Fund
TRUST Mutual Fund
Union Mutual Fund
UTI Mutual Fund
WhiteOak Capital Mutual Fund
Royal Sundaram General Insurance Co. Limited
ICICI Lombard Health Insurance
TATA AIG Health Insurance
Star Health Insurance
Helios Mutual Fund
ManipalCigna Health Insurance
Bharti AXA Health Insurance
United India Insurance Company
Aviva India
HDFC ERGO General Insurance Company
Care Health Insurance
Aditya Birla Capital Health Insurance
Bharti AXA Life Insurance
Bajaj Allianz Life Insurance
SBI Life Insurance
Reliance Nippon Life Insurance
New India Assurance
HDFC Life Insurance
Future Generali India Insurance Company
Edelweiss Tokio Life Insurance
Tata Aig General Insurance
SBI General Insurance
Reliance General Insurance
National Insurance Company Limited General Insurance
Magma HDI General Insurance
Liberty General Insurance
IFFCO-Tokio General Insurance
Kotak General Insurance
ICICI Lombard General Insurance
Future Generali General Insurance
Edelweiss Tokio General
Go Digit General Insurance Ltd
Bajaj Allianz
Niva Bupa Health Insurance
HSBC Mutual Fund

ACHIEVEMENTS

Milestones We Achieved

0+

YEARS of Trusted Financial Advisory

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Happy Clients Guided Towards Financial Goals

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Mutual Fund Schemes Offered Across Top AMCs

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Different Financial Services Offered with End-to-End Support

Features

Top Features We Provide

Discover the powerful tools and features we offer to help you manage your investments, track your financial goals, and make informed decisions with ease.

Portfolio Analysis

Portfolio Analysis

Gain deep insights into your investment portfolio with detailed analytics, performance tracking, and risk assessment to optimize your returns.

Invest Online

Invest Online

Seamlessly invest in a wide range of mutual funds, stocks, and other financial products online with just a few clicks.

Goal Tracker

Goal Tracker

Set and monitor your financial goals, such as retirement or education savings, and stay on track with personalized recommendations.

Online KYC

Online KYC

Seamless Online KYC , Verify your identity digitally and begin your investment journey in minutes.

Mobile Report
Download on Google PlayDownload on the App Store

Our Services

Explore What We Offer

Mutual Fund

Mutual funds are the keys to simplified wealth building. These professionally managed investment funds open doors to diverse investment opportunities for everyone.

Life Insurance

Life insurance provides financial protection for your loved ones, ensuring their future security with coverage against life’s uncertainties.

Health Insurance

Health insurance safeguards your finances by covering medical expenses, offering peace of mind and access to quality healthcare.

Fixed Deposits

Fixed deposits provide guaranteed returns with safety and stability, making them one of the most trusted savings instruments.

Bonds

Bonds are instruments that help investors reduce tax liability on long-term capital gains while earning steady returns.

PMS (Portfolio Management Services)

PMS offers professional management of investments in equities and other securities for high-net-worth individuals.

SIF (Structured Investment Fund)

SIFs are flexible investment vehicles that pool capital to invest in a variety of structured products. They are often used by sophisticated investors seeking specific risk-return profiles.

AIF (Alternative Investment Fund)

AIFs invest in assets beyond traditional stocks and bonds, such as private equity, hedge funds, or real estate. They are regulated under SEBI and cater to high-net-worth or institutional investors.

Power of Long-Term Investing

Investing early and consistently allows your money more time to grow through the power of compounding. Over the long term, disciplined investing can help you work towards your financial goals more effectively.

BSE Data
Sensex Data from Inception to Present Date: A Comprehensive Overview

Here is the BSE data from initial to current date.

If you invested ₹1,00,000 10 years ago, its present value would be ₹9,93,993.

The above calculation is made using the Lumpsum Calculator below.

Sensex Data from Inception to Present Date: A Comprehensive Overview

SIP Calculator

Power of SIP

Monthly investment (₹)
Time period (Year)
Expected Return (%)

Client Testimonials

Trusted by Investors on Their Financial Journey

Hear from our valued clients about their experience with Moneyfest investments and how we’ve supported them in making informed and confident investment decisions.

I have been investing through Moneyfest investments for many years. Sonal Tushar Mehta is very sincere and guides with full clarity. They explain every option properly, which builds trust. I am truly satisfied with their honest and helpful service.


Ramesh Iyer

Ramesh Iyer

Retired Government Officer

As a working professional, I always wanted to start SIPs and tax-saving investments but didn’t know where to begin. Moneyfest investments made it so easy. Their advice is personalised and perfect for my goals. Truly grateful for their guidance!

Priya Deshmukh

Priya Deshmukh

Software Engineer

Moneyfest investments helped me plan my finances in a structured manner. Whether it is mutual funds or insurance, they always give proper and timely advice. I feel very secure and informed about my investments now.

Sandeep Kulkarni

Sandeep Kulkarni

Small Business Owner

Faqs

Frequently Asked Questions

FAQ

At Moneyfest investments Services, we don’t just recommend products—we build portfolios aligned with your life goals...

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