Finance Consultancy
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- 1139, 3rd Floor, Maruthi Complex, BEML Layout, Raja Rajeshwari Nagar, Bengaluru – 560098
- ram@themoneystream.in
- 8431943601
- Pothnis Ramachandra Rao, CFP® - AMFI Registered Mutual Fund Distributor
1139, 3rd Floor, Maruthi Complex, BEML Layout, Raja Rajeshwari Nagar, Bengaluru – 560098 - Support 8431943601
Taxation & Accounting Services
Taxation and accounting form the backbone of financial planning. We provide complete support for individuals and businesses to ensure compliance, …
Retirement & Estate Planning
Retirement planning ensures financial independence during your non-working years, while estate planning ensures smooth transfer of wealth. At The Money …
Portfolio Management Services (PMS)
PMS offers customised portfolio construction tailored to your financial goals, risk profile, and long-term wealth objectives. We partner with leading …
Mutual Funds
Mutual funds allow you to invest in diversified portfolios across equity, debt, hybrid, and international markets. At The Money Stream®, …
Insurance Solutions
Insurance plays a crucial role in securing your family’s future, protecting your health, and safeguarding your assets. At The Money …
Fixed Income & Bonds
Fixed-income investments provide stability, consistent returns, and reduced volatility. At The Money Stream®, we help you choose instruments that balance …
Real Estate & REITs
Real estate remains one of the strongest long-term wealth-building assets. At The Money Stream®, we curate property-backed investment opportunities ranging …
Alternative Investment Funds (AIFs)
Alternate Investment Funds provide access to high-growth opportunities like private equity, venture debt, and pre-IPO investments. At The Money Stream®, …
