About the Company
Maloo Finance and Investment Services (MFIS), established in 1992, is a financial planning and investment advisory firm with prime objective of providing professional advice to clients in order to help them achieve their financial goals. In Rajasthan, MFIS is a leading name amongst financial service providers. Our diverse client database includes Corporate Heads, Professionals, Business Owners and Entrepreneurs, Bureaucrats, and Armed Forces and Police personnel. Our clients' financial assets under our active management are worth Rs 300 to 400 Cr.
Mission Statement - To ensure optimal financial growth of our clients.
Vision - To build long-term relationships with our clients and provide them real-time financial services through use of state-of-the-art technology and innovation.
Purpose - To provide active portfolio management and diversified financial services to our clients through dynamic information management, benchmarking and continuous client reporting.
Maloo Finance and Investment Services (MFIS), established in 1992, is a one stop solution for all your financial requirements.
- Services offered
We offer Portfolio Management, Financial Planning and Investment Advisory Services with prime objective of providing professional advice to clients in order to help them achieve their financial goals.
- Online Services
Through our website www.mftoday.com that leverages latest technology, we provide our clients near real-time investment tracking facility. The website also provides a lot of useful tools, calculators and articles for our clients for better financial understanding and planning. The website provides information regarding various financial products and keeps the investors updated with latest news. Clients can do online investment in various mutual funds through our website.
- Products Offered
Our forte is goal-based financial planning and we specialize in all types of Mutual Fund investments. Our diversified product range encompasses Postal Schemes, Insurance Products, Real Estate, Bonds (Capital Gain, Infrastructure and RBI), Equity and IPO, and Income Tax planning and filing.
- Relationship Driven
Our zealous team of more than 20 people is always eager to help you and provide best services.
- Value Added Services
We provide online investment services to our clients through our website.
Dr. Ramesh Chand Maloo
Dr. Ramesh Chand Maloo, founder of MFIS, is a certified financial planner (CFPCM) with over 24 years financial management experience. He highlighted investment opportunities in open market through his pioneering Ph.D. thesis "Analysis of Investment Opportunities - A Comparative Study of Mutual Funds, Equity and Traditional Investments". He is a recipient of CNBC TV 18, UTI MF, and ICRA's 'Best Performing Individual Financial Advisor Award for North Cities (Tier II)'.
CA Kamal Maloo
He is a qualified Chartered Accountant and heads the Operations, Client Services and Tax Planning Divisions of the Company. His problem solving ability enables him to assist a client with goal based financial planning.
He is the database and IT Associate of the Company. He also manages client queries.
He is the Business Development Head and manages Sales Relationships.
She is the Executive Director and CIO of the Company. She manages client queries.
He is the Office Administrator and longest serving employee who has spent more than 20 years with the Company.