About Us

Our Passionate History

MONEY  KONNECT started  in November 2016 by  Shrikrishna Bhat, with more than 35 Years experience in Finance.  We have more than 100 satisfied clients including NRIs for whom we are managing A.U.M. of more than Rs.120 million as of now.

The main objective is  to :

  • Create Awareness for Proper Financial Planning
  • Do complete Life Cycle Financial Planning based on the individual goals
  • Optimization of Returns to sustain the Year On Year Inflation
  • Advise on covering of Potential Risks at a minimal cost
  • Passive Income post retirement
  • Profit Up – Cost Down advisory for Small Scale Industries/make or buy decisions/overheads controlling/business strategic planning and much more..
  • Provide Business Consultancy to SMEs (Small Scale Enterprises) for a profitable growth.
    Budgeting and Controlling
    Risk Management & Mitigation
    Cost Improvement Material Costs, Process Improvements, Manpower Optimization 
    Overhead Panning and Controlling
    Cash Flow Management
    Business Loans and Restructuring
 

Our mission is to bring awareness of importance of Life Cycle Planning to at least 1000 individuals  within a year , to meet their Financial Dreams .  Disciplined and systematic investments in assets giving returns more than Year On Year Inflation  is very important for creating wealth . We assist in guiding the people to meet their various financial dreams / goals so that CORPUS IS AVAILABLE when YOU NEED IT !

  • Dream Home
  • Child School Admission Fees
  • Child Higher Education / Overseas Education
  • Wedding Expenses
  • An overseas travel with family
  • Retirement Planning for a passive income to sustain one’s standard of living, post retirement

Our vision is to make aware minimum 1000 individuals of importance of Life Cycle Financial

Planning and they follow the path to achieve their Dreams/ Goals.

To help at least 100  SMEs set a business process for a profitable, sustainable growth and professionally manage the business.
“We will never offer a product or services that does not have in it the best that is in me and will give the most benefit to our clients “
Moneykonnect – Founder .
 

List of  some Awards

  • Qualifier for PBC , best Mutual Fund Adviser for FY 2017-18 & 2018-2019 – NJ India Invest Pvt. Ltd
  • Recognition for Best Adviser for FY 2017-2018 & 2018-2019 for Life Products –Edelweiss Tokio Life Insurance Company Ltd.
  • BM Club Qualifier for FY 2018-2019 – Aditya Birla Capital Health Insurance Co.Ltd.
OUR ESPECIALLY

WHY CHOOSE US

At Moneykonnect we understand the importance of a proper Financial Planning and our aim is to bring awareness amongst people and assist in financial planning to meet their financial dreams. Our aim is to work with you to make sure your objectives are attained.

ONLINE CONSULTANT

Savings & Investments

Financial Analysis

Our Pillar

Founder

"We will never offer a product or service that does not have in it the best that is in me and will give the most benefits to our client."

Financial Planning and Advicing92%
Business Consulting65%
Business/Home Loans78%
Online Consultancy70%

Shrikrishna Bhat

Lifecycle Financial Planning Adviser
37+ Years Experience in Finance with a German MNC. Thorough exposure to various business verticals, Projects, Manufacturing, Customer Service, Supply Chain Management etc. 1 Year Professional Financial Training in Germany. Ex-CFO of a business vertical having volume of USD 1.5 Billion.
Testimonials

What Client Say

A word from some of our esteemed clients