Welcome to Money Care & Solutions !!!
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.
After the analysis of Portfolio, we execute transactions for any type of Updation or Endorsement and report it on a monthly basis. One element of building a successful long term portfolio is to monitor the portfolio by an efficient system of documentation of all transactions that are complete, accurate, up to date and properly recorded. This saves your time and relieves the load from your busy schedules.
When you subscribe to this service, MCS takes the responsibility for maintaining your investment records and reports to you on a regular basis Offline as well as Online. For the first time we enable our subscribed customers to view their investment Portfolio through an ONLINE PORTAL. We provide a UNIQUE USER ID AND PASSWORD which will be accessible only to our esteemed customers. Greater accessibility, maintaining confidentiality of an individual's portfolio is the key foundation stone of Money Care and Solutions. In an Online Portal, the subscribers will be able to view Key Features of their Investments, Updated Values, Upcoming Renewal, Total Annual Investments, Maturity Timelines, Assistance during Claim submission & any queries raised from time to time. Renewal collection, Documents collection for any type of endorsement and Monthly Statements for the latest update of your Portfolio will be provided by MCS through an Offline mode of services at your door-step.
Do you know the Pattern & Diversification of Investments borne by you ?
If NO, then MCS is here to allign all your investments and prepare it to work accordingly during undesirable situations. We specialize in detailed examining of your portfolio which enables us to evaluate the potential of investment borne by you as well as planning behind them. Every basic element of your investments is diagnosed by us to ensure that they results into better returns.
"Know what you own, and know why you own it."
We bring to you the most important details of your portfolio which you might have missed out during its purchase. We believe that the basic information provided by us is quick and easy to understand your choice of investments. It is an overall description of your investments at a glance that contains information about benefits at specific stages of investment such as in case of Life Insurance Policies, major factors described are Survival Benefits, Money Backs, Death Benefit and Maturity Benefits etc.
What happens when you come to know that major personal details
in your legal documents such as Bonds and Life Insurance Policies differ
from the original one ?
MCS helps you to get out of these hassles and provide a quick resolution to endorse your very important details such as Name change,Bank Details updation, Address change updations and many more... This service is provided at door step and is initiated at subscriber's request after the complete analysis of portfolio.
A stitch in time saves nine....
To bring alive this thought we have brought all your Life Insurance, Mutual Fund Folios, Health Insurance Motor Insurance policies and other investments at a glance so that you can have a quick review of the facts & figures in which you have invested upon. The information includes Effective Sum Assured, Applicable Riders, Nominations, Assignments, Loans, Partial withdrawals, Maturity Details and other important Key Features of the policy opted for. This will enable to review your investments in a very systematic manner.
MCS prides itself on providing its esteemed clients the highest informative and qualitative monthly,quarterly and yearly statements in a timely manner. Monthly Statement Features available are Current Status of portfolio, Updated Values, & Renewal alerts. We facilitate our customers quarterly with all the transactions like Renewal Payments, Endorsements, Withdrawals, Redemptions, Claim Settlements (if any) MCS also provides Tax Saving Statements with receipts at the end of every Financial Year which differentiates your investements saving as per Income Tax Laws.
We take special care to keep you informed of your premium payment schedule to help you avoid late fees and lapsing of your policies. In Online protal and Monthly Statements, you are able to watch Premium reminders for next 3 months. We send a Renewal notice to you 15 and 7 days before the due date via SMS. A payment reminder call is made to you 5 days before your policies are due for payment. During the call, you are also provided with assistance in terms of the collection of renewal payment in the form of Cash or Cheque. The receipts are enclosed along with Monthly Statement.
Time to time performance of a particular fund, asset allocation, Fund switching i.e. systematic transfer of funds from one to another on the basis of performance, Premium Redirection are some basic services which we provide as fund managers so that you get maximum returns out of your investments.
MCS ensures that the insurance claims process is simple and expeditious. We ensure that all legitimate claims are settled at the earliest. The settlement process much depends on the satisfactory production of documents and necessary requirements by the Claimant. Notification of claim, submission of claim forms and/or claim documents provided to MCS does not construe as admission of liability.
We understand that our esteemed customers are extremely occupied with their own work and are unable to move out of their offices or homes to update there portfolio and bring necessary changes in them such as endorsements, any type of payout release and claim submission and many more things necessary from time to time.To help out our esteemed customers, we provide door-step services to save time and get there work done within stipulated time limits of 24 hours and get them updated.
Dedicated to deliver the Best
Money Care & Solutions
Currently we provide door-step services in the following cities