Schedule a Meeting
Start with a conversation about your goals, current portfolio, and priorities.
Contact NowMoney Ethics brings investment solutions, insurance guidance, tax-conscious support, and investor resources into one clear client-first experience. We focus on practical portfolio support, simple communication, and long-term financial peace of mind for individuals and families
Our Services
Mutual Fund Distribution Services
Explore our comprehensive Mutual Fund & Investment Distribution Services designed to help you build, protect, and grow your wealth with confidence.
Mutual Funds
Mutual Funds (MF)
Goal-based mutual fund investment solutions designed to create long-term wealth through disciplined investing.
- SIP, STP & Lump Sum Investment Guidance.
- Goal Based Portfolio Construction.
- Regular Portfolio Review & Rebalancing.
Alternative Investments
Alternative Investment Funds (AIF)
Diversify your investment portfolio through professionally managed Alternative Investment Funds with expert guidance.
- Category I, II & III AIF Guidance.
- Risk & Suitability Assessment.
- Complete Documentation Support.
Portfolio Management
Portfolio Management Services (PMS)
Personalized investment portfolios managed by professionals for investors seeking customized wealth creation strategies.
- Customized Investment Strategy.
- Professional Portfolio Monitoring.
- Performance Review & Reporting.
Specialized Investments
Specialized Investment Funds (SIF)
Access specialized investment opportunities designed for investors seeking focused strategies and enhanced portfolio diversification.
- Sector & Theme Based Investments.
- Professional Fund Selection.
- Long-Term Wealth Creation Strategy.
Global Investors
NRI Services
Dedicated investment and investment support services for Non-Resident Indians to efficiently manage wealth in India.
- NRI Investment Services.
- Mutual Fund Portfolio Tracking & Distribution Services.
- KYC & Documentation Assistance.
Protection Planning
Health Insurance
Protect yourself and your family against rising healthcare expenses with comprehensive health insurance solutions.
- Individual & Family Floater Plans.
- Cashless Hospital Network Guidance.
- Claim Assistance & Renewal Support.
Family Protection
Term Insurance
Secure your family's financial future with comprehensive term insurance solutions tailored to your income, responsibilities and long-term goals.
- Life Cover Planning.
- Premium Comparison Across Insurers.
- Claim Support & Policy Review.
Tax Planning
Capital Gain Tax Saving
Expert guidance to help you legally reduce capital gain tax liability through suitable investment strategies and tax-efficient financial planning.
- Capital Gain Tax Analysis.
- 54EC Bond & Tax Saving Solutions.
- Investment Planning with Tax Efficiency.
Fixed Income
Tax Free Bonds
Invest in government-backed tax free bonds offering stable returns with tax-efficient income and long-term capital preservation.
- Government Backed Investments.
- Tax-Free Interest Income.
- Low Risk Fixed Income Option.
Fixed Income
PSU Bonds
Invest in highly rated Public Sector Undertaking (PSU) bonds offering stable returns, strong credit quality and reliable income generation.
- Government Supported Companies.
- Stable Fixed Income Returns.
- Long-Term Capital Safety.
Fixed Income
Corporate Bonds
Diversify your investment portfolio through carefully selected corporate bonds offering competitive returns and predictable income.
- High Quality Corporate Issuers.
- Higher Yield Opportunities.
- Professional Credit Evaluation.
Structured Products
Market Linked Debentures (MLD)
Market Linked Debentures are structured investment products designed to provide market-linked returns while offering diversified investment opportunities.
- Market Linked Investment Strategy.
- Risk & Return Analysis.
- Expert guidance & Documentation Support.
Smart Technology
A User friendly app and website that gives you total control.
- Effortless buy, sale and manage your mutual fund investments instantly online.
- Link and track your entire portfolio including insurance policies and term insurance.
- Access a single statement for your entire portfolio with one click.
Our Network
Strategic Alliances
How we help our clients.
- Mutual fund and investment distribution and solution.
- Insurance plans - Term and health.
- Mortgage and commercial lending.
Trust & Protection
Information security and compliances
Every transaction is secure compliant and reliable giving our investors total peace of mind.
- AMFI registered and fully compliant with regulatory framework.
- Direct and secure transaction routing through BSE.
- SSL encryption to keep your data strictly confidential.
- Maker authorizer dual control to prevent unauthorised transactions.
Mobile Application
Download Our Android & iOS App
Experience smarter investing from anywhere. Access your portfolio, invest online, monitor your wealth, download reports and stay connected with your relationship manager directly from your smartphone.
- Track your complete investment portfolio.
- Buy & Redeem Mutual Funds anytime.
- Download statements and investment reports.
- Receive instant notifications and updates.