We are a digital-first financial services company where the focus is on adopting technology to offer quick and paperless services to our investors.
The financial services industry is a big jigsaw puzzle, with multiple products across multiple categories. And like in any jigsaw puzzle, these products make sense only in a particular arrangement. So that insurance or mutual fund which your friend, or cousin bought, may be perfect for them, but not so much for you.
So rather than having a one-size-fits-all strategy, we aim to offer customized solutions, that solve the jigsaw for you. Our experienced team would be more than happy to provide an investment solution specific to your profile.
Our 3P philosophy emphasizes the multi-faceted approach that we take towards understanding our investors’ financial journey. So, while we plan for future and prosperity, it is equally important to protect our loved ones and our legacy against unforeseen events.
Consequently, our product bouquet is an extension of the same 3P philosophy. Apart from the conventional offerings of Mutual Funds, Insurance, Corporate Fixed Deposits and Digital Gold, we have also curated certain product offerings such as CCD’s (Compulsory Convertible Debentures), NCD’s (Non-Convertible Debentures), Unlisted Equity, Will-writing and Trusts formation to name a few.
We do recognize that service is a continuous process, and strive to provide you with the necessary tools and solutions for robust decision-making, now and forever. And if we do not have an answer to any of your questions, we promise to upturn every stone till we find it.
Full 5 stars to the app experience including finding and deciding the right type of investment, ease of doing transaction & ad-free browsing. Loved the way it has been designed covering most the investment areas, tools & tracking mechanism to monitor returns on hard-earned money invested. I have started investing through them almost for last 2 months and since then have been recommending the app to most of my friends too..
Exceptionally made all in one app for your financial needs. Onboarding was excellent and superfast. Creators have done well in building all features. Certainly recommend to download, whether you have 5000 or 50 lacs go for this app. One place for all, creates great savings habit. Downloaded for myself and entire family. U can view for entire family when you do grouping. Very happy, highly recommend to download
Its easy to use platform for investment.Enrollment with less documentation and process is wow experience.Useful tool to invest and maintain track of individual as well as family investment. Thanks to team MW Finserv
User friendly, you can track all your investment and insurance under one roof.