Top Wealth Management Firm in India

Would you like to start investing with us?

With so many different options, investing with us is simpler and more straightforward than ever before.

Who we are

Money Workshop is a leading Financial Distributor group and caters to Financial Distribution business since 1999. Over the years, we have established ourself as an independent and multi solution provider of various services like Tax Consultancy, Risk Management, Insurance, Wealth Creation, Individual & Group Portfolio Management etc. Our Company caters to all kinds of industries like IT, Media, Retail, Services, FMCG and also has special solutions for the business community too. Team Money Workshop consists of a very dedicated and on the toes Sales Team as well as a fully equipped Backend Team to take care of our clients. Read more

Years Experience

0 +

Happy Clients

0 +

Awards

0 +

AMC Partners

0 +

Why Choose us

Dedicated Expert Advice

Face to Face Relations

Dedicated Research

Our Services

What we offer

Mutual Fund

Mutual Funds are a type of funds in which the investors park their surplus cash through SIP or Lump sum mode of investment

Life Insurance

Choosing the right life insurance policy where you will invest your money on can be very tiring and stressful

General Insurance

Get the peace of mind you need to live well

Financial Planning

Your financial plan & investments should be based on your life and goals, not some impersonal benchmarks.

Bond

An estate plan is the process of planning for the orderly administration and disposition of property after the owner dies.

Get the app & Invest
hassle free

Invest

Invest in Mutual Fund schemes.

Access

Access to hand picked list of selected funds

Track

Check your portfolio anytime anywhere.

Download the App Now!

Get a Quote

Request a Free Quote Today

Testimonial

What our clients say?

Amit Mathur

Thank you for helping me and my family plan and manage our financial goals. Your service levels are faultless and advie is rooted in genuine customer needs.

Gagandeep Bakshi Director - Intellecap Advisory Services Pvt. ltd

I would like to acknowledge the contribution of Money Workshop in my financial planning since 2006 and would highly recommend them. Over the years they have helped me in my investment and insurance needs. Their expertise has assisted me in creating a diversified portfolio with good returns. I have recommended a number of my friends and family to Money Workshop and they also are very happy with the service. I look forward to many more years of mutually rewarding association with them.

Amit Kumar

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

Helpline:

Office:

Email Us:

Helpline No.: +91 98910 91088

Email us: mf@moneyworkshop.co.in

Would you like to start investing with us?

Who we are