Welcome to Money Maths
One stop solution for all your financial needs.
Whatever goals you seek to achieve in life, we help you all along with our sound independent advice on all the financial matter.
About Us
Money Maths is a private wealth management firm founded by Senior Private Banker to provide a professional platform of Private Wealth Management services in India.
Headquartered at Delhi with PAN India Clientele spreading across all professions, Money Maths has earned a reputation of being the best investment advisory firm in Delhi.
Money Math's unique proposition is that we aspire to manage the total financial affairs of our clients. In other words, we act as a Chief Financial Officer for our Client Families advising and assisting them on each and every financial matter.
Services Offered
Expertise. Intuition. Ingenuity.
Financial Planning
A comprehensive approach that brings future into present, so that you can do something about it now.
Wealth Management
It starts with screening of investment ideas brought by different fund managers and constructing a portfolio that is in line with long term asset allocation of client.
Insurance Consulting
Insurance is the best way to hedge for unforeseeable risks be it on health side or life side. We not only provide the operational and service support but also do in-depth analysis before recommending the INSURER, PLAN, COVER, TERM, RIDERS etc.
Tax Planning
Taxes burn a hole in the pocket and tax planning is one part where most people fail. Lot of investment options are available today that not only helps in saving taxes but also are a potential wealth creators. Which option one should opt for differs from individual to individual.
Retirement Planning
Depending on the lifestyle of the person portfolio is constructed that can assure steady income during retirement. All those individuals who are in the formative years of their careers and are working with us, they can be rest assured that they will be requiring the estate planning service not the retirement planning.
Mutual Fund Advisory
With the increasing participation from retail investors, each AMC is trying to extract as much business as possible making it further difficult for investor to choose the right fund. Presently, there are more than 1000 mutual funds available across more than 20 categories.
We do an independent, unbiased & in-depth analysis on all these funds to come out with a list of funds which have given consistently good returns and have taken minimal risk vis a vis other funds in the category.
Testimonials
As a prominent wealth management firm, we know what it means to provide exceptional service and deliver outstanding results. We have helped our clients transform their lives through our knowledge and experience. At Money Maths Financial Services, we enjoy helping our clients achieve the goals they seek. See what our satisfied clients have to say about the work we have done.
About Founder
Prince Jain, an alumnus of Delhi School of Economics is a CFA Charterholder (CFA Institute, USA) and a Certified Financial Planner (Financial Planning Standards Boards of India). Fuelled by his commitment to excellence and go the extra mile to make sure clients are fully satisfied with his work, he has earned a reputation of a trusted financial advisor.
Throughout his association of more than 9 years with this industry, he has got numerous recognition. Some of them are :
- Chartered Financial Analyst (CFA Institute, USA)
- Certified Financial Planner (FPSB India)
- Certified Tax Consultant (FPSB India)
- Certified Insurance Planner (FPSB India)
- Certified Retirement Planner (FPSB India)
- Registered Mutual Fund Distributor (AMFI India)
- Registered Insurance Advisor (IRDAI)
- Gold Level Advisor with ICICI Pru Life and ICICI Lombard
- Gold Award holder from Bloomberg Institute
- Qualified MDRT 2020, 2021
"I am an equity research analyst myself but proper financial planning requires much more. Amazing experience in working with Prince. A great advisor, friend but above all a financial planner with unmatchable skillset."
Prabhat Ranjan, CFA
Analyst, Right Horizons Pvt. Ltd.
Get in Touch
Privacy Policy: Welcome to Our website, We at Money Maths Financial Services respect the privacy of everyone who visits this website and are committed to maintaining the privacy and security of the personal information of all visitors to this website. Our policy on the collection and use of personal information and other information is outlined below. We collect personal information from our visitors on a voluntary basis. Personal information may include name, title, company, address, phone number, email address, and other relevant data. Questions or comments submitted by visitors may also include personal information. We collect and use personal information for business purposes in order: that you may download product information, order products and take advantage of certain other features of our website to provide information or interactive services through this website, to your e-mail address or, where you wish it to be sent by post, to your name and postal address.
