MonePlan Investory

13/02/2025

A Mutual Distribution Firm seeks Staff in Navi Mumbai Looking for sales & relationship management roles in areas like Vashi, CBD Belapur, Kharghar & Thane, leveraging their existing knowledge of mutual fund products & client interaction to build a new career within the region.

Job Titles | Mutual Fund Sales Executive, Relationship Manager, Wealth Advisor, Investment Consultant, Financial Advisor
Key Skills
1. Strong understanding of various Mutual Fund schemes (Equity, Debt, Hybrid)
2. Proven track record in client acquisition & relationship management
3. Excellent communication & sales skills
4. Knowledge of market trends & investment strategies
5. Proficiency in using CRM tools

Anyone interested pls contact on 7506265365
MonePlan Investory

27/06/2024

Investory | Time to Stay with your Investments rather than Time your Investments

12/05/2024

| The best time to start a SIP was yesterday, the next best time is today! Every SIP counts, so be future-ready!

07/05/2024

Investory | In a changing world, success is a matter of time, Start investing in Mutual Funds with MonePlan Investory.
Corrections are temporary, Growth is Permanent.
Call Us Now: +91 75062 65365 or Email us at [email protected]

24/03/2024

Wishing you & your family a Holi that’s as sweet as Gujiyas, as bright as Rangolis & as joyful as Laughter.

08/03/2024

The of reminds us all that is the of the . He is the & we him to get or moksha.
!

02/09/2023

🌟 Discover Financial Freedom with MonePlan Investory
Are your financial goals within reach? Let us help you take the first step towards Financial Success!
📈 Why Choose Us?
✅ Expert Financial Planners with 3+] years of experience
✅ Personalized Investment Strategies
✅ Proven Track Record of Delivering Results
✅ Transparent Structure

🔒 Your Financial Future, Our Priority! 🔒

💼 Services We Offer
💹 Equity Markets | Mutual Funds | Insurance -Life, Medical, General etc
💹 Wealth Management | Advisory Portfolios | PMS | AIF's
📊 Investment Planning via Mutual Funds, Fixed Deposits, Bonds & NCD's
🏡 Real Estate Investments | REIT's
📜 Retirement Planning via Mutual Funds | Fixed Instruments
💡 And More!

📞 Contact us today for a FREE Consultation & Start building your Wealth!
☎️ 7506265365 or 9422082313
📧 [email protected] or [email protected]

🤝 Join the many who have already secured their Financial Future with MonePlan Investory. Let's work together to achieve your Financial Dreams!

15/08/2023

“In the struggle for freedom, every drop of blood shed is a salute to the sky, a tribute to the generations yet unborn.” – Bhagat Singh

19/06/2023

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
✅ Invest today for long-term goals with ICIIC Pru GIFT LT AI Guaranteed Income Plan
✅ ⭐⭐ Pay ₹ 2.5 Lakh for 10 years & get ₹ 2.83 Lakhs for 30 years with ₹ 27.5 Lakhs ROP (Return of Premium)⭐⭐
✅ Only ⿡⿢ days left as current rates are being revised after 30th June 2023!

👉 Interested to Invest or want know more or need help pls call out @ 7506265365 or mail me at [email protected]

14/05/2023