Our Mission
- To pursue nationwide operations’ management from headquarters
- To provide best claim management services to clients
- To provide an online Support with maximum features & utility
- To extend insurance facilities.
Our Vision
OUR EXPERT
Umesh Suryawanshi, a brilliant academic, has B.Com & MBA degrees to his kitty. He is a thoughtful and methodical professional with effective planning skills and an understanding of the client’s needs.
He has over 7 years of experience in providing client-based financial needs and is adept at providing deep insights and solutions to Insurance, Loans & other Investing verticals. He is a thorough professional with clarity, vision conviction, and a great work ethic.
Associated with reputed brands like LIC of India, The New India Assurance Co. Ltd, LIC Housing Finance, SBI & HDFC Bank his expertise will bring new insights to your finances.
“Empowering Your Financial Future: Turning Dreams into Wealth.”
Umesh Suryawanshi
(Financial Advisor)
Who We Are
An insurance Advisor entity that analyses & offers various plans for protecting and mitigating potential risks.
Among the different plans that the insurance company offers, we suggest the most suitable plan to any client according to their requirements and make them available at the most competitive prices.
Money Management Investment Service takes great pride in providing a seamless experience to each client in each step of the process, beginning from purchasing an insurance policy to providing timely claims.
Our PREMIUM SERVICES
INSURANCE
Life insurance is an irreplaceable part of a sound financial plan. It helps secure your family’s financial future in case of an unfortunate event like your untimely death. It also provides a financial backup in case of an accident or any other event which may cause
LIFE INSURANCE
- TERM PLAN
- ENDOWMENT PLAN
- CHILD EDUCATION PLAN
HEALTH INSURANCE
- GROUP MEDICLAIM
- INDIVIDUAL & FLOATER MEDICLAIM
GENERAL INSURANCE
- HOME INSURANCE
- MOTOR INSURANCE
- FIRE INSURANCE
- INDEMNITY INSURANCE
- BURGLARY INSURANCE
TRAVEL INSURANCE PROJECT LOAN
WE PROVIDED LOANS FOR HOSPITALS, MSME, BUILDER’S.
HOUSING FINANCE
We understand the significance of owning a home it’s not just about bricks and mortar; it’s about creating a haven for you and your family. Our Housing Finance Services are designed to make your dream of home ownership a reality.
We facilitate housing finance from the best Banks And NBFCs Like SBI, HDFC,LIC Housing Finance. We are associated with multiple of financial institutions, such as
1.LIC Housing Finance
2.SBI Bank
3.HDFC Bank
MUTUAL FUND
Where we empower you to achieve your financial goals through our comprehensive Mutual Fund Services. Our expertly managed funds are designed to provide you with a secure and prosperous investment journey.
Mutual Funds
AMFI Registered MF Distributor
ARN - 269310.
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully without Investing.