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 ControllingRisk Management & MitigationCost Improvement Material Costs, Process Improvements, Manpower OptimizationOverhead Panning and ControllingCash Flow ManagementBusiness 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.
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.
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.
Savings & Investments
"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."
What Client Say
A word from some of our esteemed clients
Rahul Salve - Doha, Qatar
I am happy that I chose Monneykonnect to handle my hard-earned money. I love the level of personalization and quick response that they offer.
I was not a mutual fund investor until a couple of years back. I met Mr. Bhat of M/s MoneyKonnect and he elaborated the MF concept to me. Since then, I started regular SIPs and also a lumpsum investment. I am happy with the returns. Mr. Bhat also advised me to cover the critical illness risks which I did immediately. I sincerely thank Mr. Bhat for his valuable insights and advice thereof.
Rohit Jagtap - Petrofac India
They say Early Is On Time; On Time Is Late : I started my service carrier 2 years back. Mr.Bhat of MoneyKonnect explained me the concept of Life Cycle Financial Planning which covers right from Risk Coverage to Retirement Planning. I am now walking on the path set and could see my investments are growing. I also appreciate the transparency given by him and promptness in service/clarifications of my queries. I would recommend the Life Cycle Financial Planning especially to youngers who have just started their service journey.
Thank you very much Mr.Bhat- MoneyKonnect for your valuable investment advice. Till we met, two and half year back, I was investing my retirement corpus in traditional fix deposits and earnings were even not able to cover up the inflation rate. He advised me to switch to other options available e.g Mutual Funds, High Yield Debt Funds . I am very much satisfied with the performance the funds and able to sustain the inflation easily. I wish him a success.
Shrikrishna Bhat's "Moneykonnect" is a very specialised Financial Consultant. Giving an individual Personalised Tailor-made plans/services as per your future requirements. Not only he advised me on my investments but also gave a valuable suggestion for my son for his complete financial planning right from risk coverage till long term retirement planning. I am happy with the services provided
Suyog Sathe - Petrofac
I am an NRI and till I met Mr.Bhat of MoneyKonnect, was investing based on the advice of my friends/banker relationship manager. When I shared my investment portfolio with him, he explained to me the need to re-allocate the existing investment portfolio in addition to spread the investment to other baskets such as equity linked schemes, debt funds , within Mutual Funds different schemes i.e long term equity, mid and small cap, theme based funds. I am happy to say that my investments are growing in line with the expected returns . Even i am able to have a self generated installments of my insurance premium amounts . With the systematic planning I am confident that I will have the desired corpus to meet my post retirement expenses easily.
Jaya Menon- Ex-Siemens, Nashik
Post early retirement, I wanted to invest my funds for regular income. Mr.Shrikrishna Bhat, my good friend, advised me way to invest in MF-SWP. I would like to thank him for his valuable advice. I am happy with the returns.