Magathi Financial Services Private Limited
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Our services

Consultation / Advisory

We guide you through various investment opportunities available and their pro's & con's to choose from it.

Wealth Creation

We plan for your future as per your requirements & financial background of yours after having a discussion with you.

Tax Planning

We plan for the tax angle to reduce your IT payable according to your income.

About us

Our story

Magathi Financial Services Pvt Ltd., is a team of Financial Professionals with enriching experience over 15 years . Our Endeavour is to uplift the financial health of our clients by providing professional Financial plan after doing a 360 degree analysis. We strive to help the clients achieve their goal by being transparent and providing a platform with ample products and impeccable services.

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FAQ & workflow

  • Pan Card
  • Address Proof
  • Cheque Leaves
  • Passport Size Photo
  • We can invest through online & also through physical mode with application and cheque.
    We have various types of funds availble to invest in, the duration various from fund to fund according to the catogery.
    As of now those who hold Pan Card can invset any amount in mutual funds & those who doesn't have with indian citizenship can invest maximum upto 50000 per year with out pan.

    Analyzing

    Planning

    structuring

    • Gathering the financial Backgrounds
    • Planning
    • Investments
    Magathi Financial Services Private Limited