We work with the aim to become the Client's First choice in serving their financial needs to make their investments easier ensuring accessibility, trust and prosperity of our clients.
We are committed to deliver innovative and trusted financial solutions to enhance the client satisfaction to achieve their financial goals.
Money stream Financial Services was established with the aim of bringing financial products closer to the customers to achieve their investment goals with the concept of
He is the Promoter & Director of the Company and had 26 years rich experience in Personal Financial Planning. He holds a Master's degree in Commerce & Business Administration. He served 5000+ customers with customized financial planning solutions that made the clients to reach their financial goals in a easy way. He is master in Mutual Funds Analysis and Portfolio Management Services.
She is the Associate Director of the Company. She takes care of all administrative works and client relationship management. She was Doctorate and Gold Medallist in Bachelors and Master's degree. She addresses client inquiries, concerns, and requests in a timely and professional manner which contribute to the smooth functioning of the Organization with her assorted acumen.
He is one of the Associate Directors of the Company who render his services in Rajahmundry branch. He is having 28 years' experience in Financial Services. His diversified knowledge among financial products is praiseworthy. He always keeps customer's interests & goals in mind and help them to create a safe and secure financial future by suggesting suitable financial products. Creating 360-degree financial planning approach is his speciality.
He is one of the Associate Directors of the Company and had 18 years of experience. He is rendering his services in Rajahmundry branch and heads the capital market operations that includes depository and trading activities. He is instrumental and formulates policies for capital market operations as well as Health Insurance. He won the expectations of the client's interests.