RN
Rajesh Nair
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Work Experience
Founder
2020 - Present · 4 years and 11 months
LLSM Trades LLP
Finance Lead
2021 - 2022 · 1 years
Sr. Manager Accounts (Cluster Finance Head)
2006 - 2019 · 13 years
Company Details
2-10 Employees
"Founded in 2020, MonePlan Investory was started with an endeavour to streamline the wealth of people & enable them to enjoy brighter side of life. We, at MonePlan are driven by hunger to push boundaries & reinvent ourselves for the sake of our clients. Renowned for our unbiased investment advice on Bonds, Stocks, Mutual Funds, Insurance i.e. Life, General & Health etc. MonePlan currently guides many NRI’s & Retail Investors to accomplish their financial goals. Investors with good cash flow, increasing by the day, MonePlan sees this as an opportunity to transform their lives through financial planning. Mission -To provide efficient & best quality advice & services Vision -To be the most trusted & reliable Financial Planner"
Year Founded
2020
Social Media
Linkedin
Industry
Financial Services
HQ Location
Flat No.9, Peninsula Apartments, Opp Baner Telephone Exchange, Baner Pune, Maharashtra 411045, IN
Keywords
Investment PlannersTax PlanningEquitiesCorporate BondsNCD'sPMSInsuranceMutual FundsDEMAT AccountUnlisted Shares
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