About Us
Money Care & Solutions is an independent portfolio management company specializing in maintaining relationships to provide best services and customized solutions to their clients. We aim to emerge as the most trusted and preferred financial planner amongst our valued clients by understanding their financial needs, guiding and supporting them time to time while planning basic financial milestones in their life.
The backbone of our organization is maintaining whole life mutually benefited relationships with our clients and their families by providing complete financial awareness that guarantees better results in the future.We have a firm belief on our ethics, sincerity, honesty and unbiased approach which will help us to reach newer heights and will also help us to serve you in the best possible manner.
Our functioning involves complete analysis of an individual's portfolio. Post analysis, we educate them about their existing investments and risk managing insurance policies. Finally, we work for the betterment by providing customized services and solution. To our valued clients we offer the best possible quotes to fulfill their needs in a complete manner.
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Client-Centric Approach
Money Care & Solutions prioritizes maintaining long-term, mutually beneficial relationships with clients by offering customized solutions and continuous support for their financial needs.
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Financial Awareness
The company is dedicated to providing clients with complete financial awareness, ensuring better results in the future.
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Ethical Values
Money Care & Solutions is committed to ethical, sincere, honest, and unbiased practices, which guide their approach to serving clients.
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Portfolio Analysis
The firm conducts thorough portfolio analysis for each client, offering education about existing investments and risk management solutions.
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Customized Services
Tailored services and solutions are provided to meet each client's unique needs.
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Competitive Quotes
The company offers competitive quotes to fulfill clients' requirements comprehensively.
Services
We specialize in grouping your financial assets / Investments such as Life Insurance, General Insurance, Bonds, Debentures, Mutual Funds & other counterparts and align it into a Portfolio.
Portfolio Analysis
Unlock the Power of Your Investments with MCS!
Are you fully aware of the intricate tapestry of your investments? If your answer is 'NO,' then Money Care & Solutions (MCS) is your ideal partner.... We're here to harmonize your investments and equip them to thrive even in challenging times.
Our expertise lies in conducting a comprehensive analysis of your investment portfolio. This in-depth examination allows us to assess the true potential of your investments and understand the strategies behind them. We leave no stone unturned, ensuring that every aspect of your investments is optimized for maximum returns.
Discover the untapped potential of your investments with MCS by your side.
Portfolio Overview
Know what you own, and know why you own it.
At MCS, we're dedicated to ensuring you're well-informed about your investments. We provide a concise, easy-to-grasp overview of your portfolio, highl...ighting critical details that may have slipped your notice during the initial purchase. This comprehensive snapshot covers the essential aspects of your investments. For instance, in the case of Life Insurance Policies, it includes crucial information on Survival Benefits, Money Backs, Death Benefits, Maturity Benefits, and more. Our goal is to empower you with a deeper understanding of your financial choices.
Policy Summary
A Stitch in Time Saves Nine...
Don't overlook the value of timely action. MCS offers a consolidated view of your investments, including Life Insurance, Mutual Fund Folios, Health and Motor Insurance policies, and more.... This quick reference allows you to review essential details like Effective Sum Assured, Riders, Nominations, Assignments, Loans, Partial Withdrawals, Maturity Terms, and other critical policy features. Simplify your investment evaluation with our systematic approach.
Customised Statements
Informative Statements for Informed Choices
At MCS, we take pride in delivering informative, high-quality statements to our valued clients on a monthly, quarterly, and ...yearly basis. Our monthly statements include critical portfolio updates, current status, and renewal alerts. Quarterly statements encompass all transactions such as renewal payments, endorsements, withdrawals, redemptions, and any claim settlements. Moreover, we provide Tax Saving Statements with receipts at the end of each financial year to help you maximize your investments' tax benefits in compliance with Income Tax Laws.
Renewal Alerts
Never Miss a Payment with Our Reminders
Your financial well-being is our priority. We ensure you stay on top of your premium payment schedule to avoid late fees and policy lapses. In our... online portal and monthly statements, you'll find premium reminders for the next three months. Additionally, we send renewal notices via SMS 15 and 7 days before the due date.
To offer further assistance, we make a friendly reminder call five days before your policies require payment. During this call, we can facilitate the collection of your renewal payment in cash or by cheque. Rest assured, the receipts are thoughtfully enclosed with your monthly statement.
Fund Management
Maximizing Your Returns, One Service at a Time
We believe in the proactive management of your investments to ensure you get the most out of them. Here are some key services we offer:...
1. Performance Tracking: We continuously monitor the performance of your investments to keep you informed.
2. Asset Allocation: We optimize your asset allocation to ensure it aligns with your financial goals.
3. Fund Switching: Based on performance, we facilitate systematic transfers between funds.
4. Premium Redirection: We help redirect your premiums as needed to ensure your investments are on the right track.
Our goal is to help you achieve maximum returns on your investments.
Claim Settlements
Simplified Insurance Claims
At MCS, we've streamlined the insurance claims process to make it simple and efficient. Our priority is ensuring legitimate claims are settled promptly. Please note:
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1. Claim Notification: Notify us of your claim, and we'll guide you through the process.
2. Document Submission: Timely submission of required documents is essential for a smooth claims process.
3. Important Note: Notifying us or providing claim documents does not imply admission of liability. We're committed to fair and expedited settlements.
Door-Step Services
Time-Saving Doorstep Services
We know your time is valuable. For our busy clients who can't step out to update their portfolios, make endorsements, release payouts, or submit claims, we offer doorstep services.
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Here's what we provide:
1. Convenience: Save time by letting us come to you.
2. Efficiency: We ensure timely updates and services within 24 hours.
3. Your Peace of Mind: Count on us for swift, hassle-free support when you need it most.
Got Questions or Need Assistance?
Have questions about your portfolio or our app? Our dedicated team is here to assist you every step of the way. Whether you need guidance on investment decisions, want to explore the full potential of our app, or simply seek professional advice on managing your portfolio, we're just a message away.
Contact us today, and let's start a conversation about your financial goals and how we can help you achieve them. Your financial success is our top priority, and we're committed to providing you with the support and expertise you need. Reach out to us now, and let's embark on this financial journey together.
App Overview
Frequently Asked Questions
The rise of mobile devices transforms the way we consume information entirely and the world's most elevant channels such as Facebook.
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How to contact with riders emergency?
Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy foster collaborative thinking to further the overall value proposition. Organically grow the holistic world view of disruptive innovation via workplace diversity and empowerment.Bring to the table win-win survival strategies to ensure proactive domination. At the end of the day, going forward, a new normal that has evolved from generation X is on the runway heading towards a streamlined cloud solution. User generated content in real-time will have multiple touchpoints for offshoring.
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App installation failed, how to update system information?
You can issue either partial or full refunds. There are no fees to refund a charge, but the fees from the original charge are not returned.
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Website reponse taking time, how to improve?
Disputed payments (also known as chargebacks) incur a $15.00 fee. If the customer’s bank resolves the dispute in your favor, the fee is fully refunded.
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New update fixed all bug and issues?
There are no additional fees for using our mobile SDKs or to accept payments using consumer wallets like Apple Pay or Google Pay.
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How to contact with riders emergency?
There are no additional fees for using our mobile SDKs or to accept payments using consumer wallets like Apple Pay or Google Pay.
Contact
Location:
E-6, J 52, Arera Colony,
Bhopal, Madhya Pradesh
Email:
Call:
+91 9926999379
+91 9770081856