DORXONSort out your personal finances.
I run MoneyBag Capital Distribution, a boutique financial distribution house in Guwahati. The idea is simple: one point of contact who knows your whole financial picture, instead of a different agent for every product.
What MoneyBag helps with
Mutual funds and SIF
Mutual funds and Specialised Investment Funds, chosen around your goals and your timeline, with scheduled reviews and holdings you can verify at the registry yourself.
Fixed income
Options for the part of your money that you want to stay steadier than the market.
Insurance
Term life, health, motor and general cover, explained starting from the exclusions. Solicited as a certified POSP through a licensed composite broker.
Loan assistance
Home, property, personal and business loans from banks and NBFCs. MoneyBag handles the application; the lender decides the rate, the amount and the outcome. MoneyBag does not lend.
How it works
- 01
A conversation
Where you are now, what you're working towards, and what's already in place.
- 02
A plan
The products that fit, why they fit, and what each one costs, in plain language.
- 03
Reviews
Scheduled check-ins, so the plan keeps up with your life instead of going stale.
How MoneyBag is paid
For mutual funds you pay MoneyBag nothing directly: it is paid a trail commission by the fund house, which is built into the scheme's expense ratio. Regular plans therefore cost more than direct plans of the same scheme. Commission details are available on request.
For loans, MoneyBag is paid by the lender when a loan is disbursed.
MoneyBag will never ask you to transfer money to a personal account and never offers guaranteed returns. Mutual fund payments go directly to the fund house.
Mutual funds are distributed by MoneyBag Capital Distribution · AMFI Registered Mutual Fund Distributor · ARN-332819.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.