PORTFOLIO MANAGEMENT
SERVICES
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We are here to manage yourexpectations for
your business -
Our Reach GlobalOur Team - Committed, Our aim - Your Success -
We assist in generating a clear vision for your company &Together draw a path to
achieve the goals
Why Portfolio Management with Moneybee?
We don't follow the investment crowd; instead we search for overlooked opportunities that the crowd has passed by.
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Broking
A sound capital market is imperative for a growing economy. Quick communication and smart computer networking has facilitated the smooth operation in the Indian stock market. We help active investors
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Depository
The Company is a Depository Participant with Central Depository Services (India) Ltd. (CDSL) for trading and settlement of dematerialized shares.
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Investment Advisory
We at MONEYBEE, have taken up on ourselves to provide distinctly personalized high quality non fund based financial services and thus to carve a solid niche in the market.
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Investment Banking
Moneybee and its Investment Advisory Team has been at the forefront of closing some unique transactions in the last three years.
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World Investor Week November 23-29, 2020 being celebrated under the aegis of IOSCO and SEBI. | विश्व निवेशक सप्ताह (23-29 नवम्बर, 2020) - आयस्को तथा सेबी की छत्रछाया में मनाया जा रहा है Read more
ABOUT COMPANY
Moneybee is a team which strives to provide distinctly personalized high-quality non-fund based financial services and thus to carve a niche in the market. In the rapidly evolving world our services are constantly innovating and updating. We are a client driven, client focussed company.
OUR STRATEGY
"Strategy is about making choices, trade-offs, its about deliberately choosing to be different"
OUR MOTTO
We live by it - Know Venture Know Gain.
TEAM
Strong fundamental bottom-up research-oriented team.
QUALITY
Quality long-term relationship building.
SPECIALITY
Finding hidden gems in Small and ultra-small caps.
INVESTMENT
Long-term investment horizon for wealth creation.
INDUSTRIES WE HAVE WORKED WITH
OUR Happy Clients
It was my first experience with a professional financial consultant and I was pretty surprised at how their system works. I have, so far, heard unpleasant stories and experiences on dealing with financial consultants but my experience with Moneybee has been fantastic. Not only are they knowledgeable but very efficient in their working system. I would recommend their services to those in need of financial advice.
Somesh Kamra
Managing Director, MMA IndiaIt has always been a pleasure to work with everyone at Moneybee Group. We have worked with various advisors and consultants but the value addition done by Moneybee and the dedication of all its team members has been unmatched. We consider Moneybee as one of our biggest growth partners who have helped us and are continuously helping us achieve our vision.
Sneh Shah
Director, MRK Healthcare Private LimitedWe are pleased to go on record our appreciation for the excellent services rendered by Moneybee Group, in advising us on our business growth plans. We benefited immensely from their ability to inventory the right target assets, engage with their management and arrive at suitable variations. They also came up with highly innovative options for funding such investments. Mr. Dhiren Shah's skills in engaging with the management for the target asset and negotiating with them are highly commendable. In total, we are really happy with our expert in dealing with them.
G. Krishna Kumar
Managing Director, Rubfila International Limited‘The Moneybee group has helped me with fund raising exercise for both debt and capital.
I am very grateful for all their help and they went above and beyond their normal course of consultants and were a great help in planning and execution of the entire project as well, starting from construction till commercial production.
Shreyam Shah
Director, Tee Ventures India Pvt LtdKYC is one time exercise while dealing in securities markets
SEBI GUIDELINES
- KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
- Prevent unauthorized transactions in your account --> Update your mobile numbers/email IDs with your Depository Participant / Stockbrokers. Receive information of your transactions directly from Depository / Exchange on your mobile/email at the end of the day .......... Issued in the interest of Investors.
