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  • Pothnis Ramachandra Rao, CFP® - AMFI Registered Mutual Fund Distributor
    1139, 3rd Floor, Maruthi Complex, BEML Layout, Raja Rajeshwari Nagar, Bengaluru – 560098
  • Support 8431943601
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7+

Years of Expertise

Empowering Financial Growth With Trust & Expertise

We help individuals, families, and businesses achieve financial independence through diversified investments, insurance, and strategic wealth management. Our approach combines certified financial expertise with behavioral insights

Who We Are
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Mutual Funds

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Insurance Solutions

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Alternate Investments

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ABOUT THE MONEY STREAM®

Simplifying Investments. Strengthening Financial Futures.

Founded in 2018, The Money Stream® simplifies investing through transparent, relationship-driven Investment Planning Solutions — helping individuals and families build lasting wealth across mutual funds, insurance, bonds, AIFs, and real estate.

Holistic Financial Guidance

From wealth planning to retirement and estate strategies, we help you identify the right mix of products based on your goals and risk profile.

Transparent, Client-First Wealth Services

We disclose our commissions upfront and operate with complete transparency — ensuring your financial interests always come first.

WHAT WE OFFER

Smart Financial
Solutions for Every Goal

At The Money Stream®, we provide transparent, well-researched financial products that help individuals, families, and businesses plan, protect, and grow their wealth with confidence.

Mutual Funds

Diversified investment options across global markets for consistent long-term growth.

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Insurance Solutions

Comprehensive life, health, and general insurance coverage to protect what matters most.

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Fixed Income & Bonds

Reliable income through curated corporate bonds, government securities, and NCDs.

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Real Estate & REITs

Smart property investments and fractional real estate opportunities for stable returns.

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Alternate Investments (AIFs)

Exclusive access to high-value opportunities in private equity and venture debt.

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Portfolio Management Services (PMS)

Professionally managed equity portfolios tailored to your financial goals.

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Retirement & Estate Planning

Structured solutions to secure your retirement and preserve your legacy.

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Taxation & Accounting

End-to-end tax, audit, and accounting support for individuals and businesses.

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ANNUAL INSIGHTS

Consistent Performance. Transparent Value Creation.

Our clients’ portfolios are strategically diversified to balance growth and stability. On average, 75% of investments are allocated across growth-oriented products such as mutual funds, AIFs, and equities, while 25% are positioned in secure fixed-income and insurance-based solutions to ensure long-term financial protection.

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Allocation towards mutual funds, equity portfolios, and alternative investments.

75% Growth Investments

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Allocation across bonds, insurance, and structured income products.

25% Secure Investments

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Financial Excellence & Wealth Solutions
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Get a Personalized Financial Consultation

Connect with our certified financial planner to discuss your investment goals and discover solutions tailored to your needs.

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