Investing for your future may seem overwhelming with the number of investment vehicles available today...

What we Do

What We Do

One stop shop for your Financial, Investment and Insurance needs

Financial Planning

Planning is bringing the future into the present so that you can do something about it NOW

We all have dreams, be it owning a car, house, child attending a prestigious college or building a healthy retirement corpus. Fact suggests hardly we pen down these goals and work towards a plan for achieving them. These can be termed as your life goals,

but a goal without a Plan is Just a wish...

Mutual Funds

Mutual funds were created to make investing easy, so consumers wouldn't have to be burdened with picking individual stocks

There are more than 45 Asset Management Companies in India as of today, with more than 1940 MF schemes to offer.

We strive to pick the best suitable MF schemes as per the financial goals after doing all the due diligence

Insurance Advisory

"You don't buy life insurance because you are going to die, but because those you love are going to live"

Every year, millions of buyers pour fall into the trap of buying insurance plans they don't need. Most of them are lured by the “triple benefits” of tax deduction, life cover during the policy term and tax-free income on maturity

Tax Planning

"It is always good to pay your Tax on time to Government... but not overpay your Tax"

Income tax is the unfortunate reality of income. If given a choice, most of us wouldn’t want to pay tax on the income we earn. But we should, because the income tax we pay is an important source of revenue for the government.

Focused

on providing clarity, direction, and advice

Our role is to lead, coach and work with clients to improve their lives, every day and in every way..

We Make it a priority to completely understand your personal & financial goals. Respond with a well-defined roadmap to achieve those goals. Provide ongoing advice to adjust the roadmap as needs change.

Service Customized

to Your Individual Needs

We are committed to providing, tailored investment strategies and Financial planning for each of our clients.

We remain innovative in our approach to achieve the best possible outcome for each and every one of our valued clients. We specialize in serving individuals, professionals, families, educators, and business owners.

Independent

Name: MJSolanki Financial Management
Address: SV Road, Mumbai, MH, 400092, IN
Telephone: 91 9892932865

As an independent firm, we are not confined to proprietary products or sales quotas, hence we have an unbiased approach on suggesting scheme specific recommendation

Rather than focus on selling products, we are more concerned with building relationships and creating thorough and comprehensive financial strategies that address your short and long-term goals. We run our practice as a fiduciary. Avoiding conflicts of interest, we are unbiased in our recommendations and employ the solutions we believe best align with your unique situation

Technology Driven

We provide digital platform to do the transactions online, also you can view your portfolio status on the go

Now no need to sign multiple MF forms, write multiple cheques.. you can do all your transaction on a click. We provide class apart mobile application, which enable you to view your investment performance.

Apart from sending portfolio report on monthly basis, you can also generate Portfolio Summary, Portfolio Detail and Capital Gain/Loss reports on your own using mobile application.