Content

MONEYY MAXX FINANCE

Introduction

Guiding Principles

II

Team Strength

III

Activity Focus

IV

Contact

Moneyy Maxx Financial (MMF) is a Well

Established Financial Consulting &
Advisory Firm .
Dedicated to provide Top-Notch
Financial Solutions & Develop Financial
Packages to help its Clients to achieve
the desired Growth.

 Ensuring

availability of Right dose of

Low Cost Funds well in Time .

AMFI

approved Category I Mutual

Fund Advisor & Financial Planner &
Portfolio Managers.

Objective
We at Moneyy Maxx endeavor
to be amongst the Top
Ranked, Highly Networked &
Fully Integrated Financial
Products and Services House
in the country.

Vision
To Position

Ourselves
Amongst Top 3 Integrated &
Professionally Managed
Financial Services Firms in
India.

Mission
Creating

Wealth and Value

For Our Clients &
Associates.

Values
Responsibility

Towards Clients.
Professional Management.
High Corporate Governance
Standards.
System and Process Driven
Business Practices &.
Integrity, Commitment,
Accountability.

Name
Exp
Formerly with
Qualification

:- M K Verma.
:- 22 yrs +
:- Nationalized Bank
:- M.A.MBA(Finance)
AMFI Certified
Mutual Fund Advisor
Visiting Faculty of
Management Institutes .

Name
Exp
Formerly with

Qualification

:- D B Mamadapur
:- 25 Yrs +
:- Co-Operative Bank
As Manager, Chief
Manager .
: - GDC& A, Diploma in
Banking .

Name
Designation

Experience
Formerly with
Qualification

:- Vaibhav B. Sali.
:- Chartered
Accountant
: - 15 Yrs
:- Multinational Company
:- B Com , F C A .

Name
Exp
Formerly

Presently

:- S B Nadange.
:- 30 Yrs +
:- Asstt. Commissioner
of Sales Tax .
: - Sales Tax Consultant.

Name
Exp
Formerly with

Qualification

:- Dilip Deokule .
:- 25 Yrs +
:- Nationalized Bank at
Senior Level.
Dealing with Corporate
Clients .
:- Company Secretary.

Name
Exp
Formerly with

Qualification

:- Jyoti Gupta.
:- 7 Yrs +
:- National Insurance
Co., Future Generally,
IFFCO TOKYO &
LIC of India
:- B. Com & Licentiate
with LIC.

Activity Focus
Equity Capital Market

Corporate
Finance
Advisory

Debt Syndication and

Consortium Finance
Portfolio Management
Advisory Services

Liabilities Management
Asset Management

Business
Line Cover

Private Equity
Equity Capital Market
Infrastructure Advisory &
Debt Syndication

Liabilities Management

Project Project Report

Finance
Preparation

Working Capital
Management

Term Loan
Requirement

Bank
Guarantee

Bill Discounting Facility

Letter of Credit
Letter of Credit Discounting
Pre Shipment Finance
Post Shipment Finance

Housing Loan

For First &

Second House

For House
Renovation

Loan to
NRIs

Lease Rent
Discounting
Rent
Discounting

To Owners of
Commercial /
Residential Premises

Education Loan

For Study in
India or Abroad

Financial Planning
Assets
Management

Mutual Fund

Financial Planning

Assets Allocation to Achieve

Desired Goal

Mutual Fund

Equity / Debt / Tax Saving

Of All Performing
Fund Houses

Advisory Services

Infrastructure
Advisory

Joint
Venture

Project
Advisory

Wealth Management

Portfolio Management
Services

Mutual
Fund

Derivative
Strategies
Insurance

Distribution
Equity
IPOs

Debt
IPOs
Other Financial
Products