Welcome to MONEY MONTAGE
Design your happy Rich life
Montage Montage Capital Services Private Limited is a specialist in Financial Planning & wealth management Investment services committed to help families achieve their financial independence.
At Money Montage Capital Services Pvt Ltd, we believe in building financial futures with clarity and expertise. Founded and directed by Pramod Mishra a passionate philomath with a deep understanding of the intricacies of finance, our firm is built on a commitment to insightful guidance and strategic solutions.
Our Director, Pramod Mishra, started as a sub-broker in 2008, obtained our IRDA license in 2009, and earned AMFI certification in 2010 and brings over 16+ years of hands-on experience in financial planning services, wealth management investment services, and risk management to the table. This extensive experience is complemented by a strong academic foundation, including specialized studies in “Award in financial planning” from the prestigious CII (London), advanced knowledge in “Investment Decisions & Behavioural Finance” and “Wealth Management” from IIM Ahmedabad, and numerous other specialized courses from reputed institutions.
This unique blend of profound knowledge and practical experience allows us to approach your financial goals with a holistic and nuanced perspective. We are dedicated to understanding your individual needs and crafting tailored strategies that empower you to achieve your financial aspirations.
We have established a bond of trust and partnership with more than 1200 clients and their families, which includes businesspersons, salaried employees, HNIs, NRIs, and Corporates across India and Worldwide, by providing customized solutions tailored to their lifestyles, thought process, risk appetite and financial goals & objectives.
We are more than just a financial investment company; we are partners in your financial journey, committed to providing you with the expertise and support you need to navigate the complexities of the financial landscape with confidence.
This unique blend of profound knowledge and practical experience allows us to approach your financial goals with a holistic and nuanced perspective. We are dedicated to understanding your individual needs and crafting tailored strategies that empower you to achieve your financial aspirations.
We have established a bond of trust and partnership with more than 1200 clients and their families, which includes businesspersons, salaried employees, HNIs, NRIs, and Corporates across India and Worldwide, by providing customized solutions tailored to their lifestyles, thought process, risk appetite and financial goals & objectives.
We are more than just a financial investment company; we are partners in your financial journey, committed to providing you with the expertise and support you need to navigate the complexities of the financial landscape with confidence.
Why Us
Choosing MONEY MONTAGE means choosing a partner who’s as invested in your success as you are. We’re here to simplify the complex, to offer clarity where there’s confusion, and to provide the peace of mind that comes with knowing your financial future is in good hands.
Our Values
Our core values and philosophy are centered on commitment, transparency, and customer-centric servicing.
Commitment
Consistently prioritizing and supporting clients to achieve their goals.
Transparency
Customer-Centric Servicing
Our process
At MONEY MONTAGE, our process is designed to be straightforward and focused on your success. Here’s how we work with you:
Understanding you
We start with a detailed discussion to understand your financial vision, concerns, and future goals. This allows us to tailor our approach to your specific needs.
Tailored Strategy
Execution
Continuous Oversight
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Our Mission
To inspire and empower individuals and families to achieve their financial independence while living their Balanced, Happy & Rich life. We believe that true wealth is about more than just money; it's about living a life that aligns with your values, passions, and dreams.
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Philosophy
Our philosophy is to simplify financial life for our clients, allowing them to focus on the more significant aspects of their lives. We aim to liberate them from the complexities of financial uncertainites, providing peace of mind and the freedom to pursue their dreams. Our holistic approach ensures that we address all aspects of Finances, from investment and retirement planning to tax, estate, and risk management.
Our Achievement
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