Relationship

Manager

Dedicated

No machine would guide you better than another human who truly understands your needs.Our experts, like you, are exceptional. Let us lead you in the right direction.

Face Relation

Face to

We don’t hide behind the call centers or keep you on hold-music.

Portfolio

24×7

Now invest and monitor 24*7 in the mutual fund schemes of your choice any time, from anywhere.Keep track of your daily gains and losses. You can also create a Capital Gain report for IT Return purposes.

Transparency

While SEBI does everything to make sure that the investors
are protected in every possible way, we make sure that our
relationships go beyond what we are regulated to do.

About

Welcome to Juno Moneta Finserve

Juno Moneta Finserve Private Limited (‘Juno Moneta Finserve’ or ‘We’) is engaged in the business of distribution of financial products and providing management / tax consultancy to niche clients.
We here at Juno Moneta Finserve are a team of AMFI certified Mutual Funds Distributors with the knowledge and experience of various financial products as to benefit you with the exact required plan to attain with the registered goal.Distribution of financial products includes Mutual Funds, Fixed Deposits, PMS, Alternative Investment Funds (AIF).
We make your Money
Work for You
Right Schemes

Choose the right scheme

With a large variety of schemes and plans at offer identifying the “Right Scheme” may be daunting. Best funds, Top three funds and similar recommendations though sought after often end up compounding the problem. 

We provide enough information from our website and mobile application empowering you to choose your preferred scheme. At Juno Moneta we do not recommend schemes but are happy executing your recommendations.
Post Purchase

Post Purchase Services

Handling investments post-purchase is key and can be challenging for most busy investors. At Juno Moneta Finserve, we pledge to provide all investment related services and stay the course.

Digital transaction options, scheme related details, accessing your investment details 24 * 7 all from our web platform and mobile application enhance investing experience. Our industry standard reports and web-based MIS empower you with the relevant information to track and handle your investments in your busy schedule.

Our Services

Services We Offer

Mutual Funds
A mutual fund is simply a financial intermediary that allows a group of investors...
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PMS / AIF

PMS is a customized and professionally managed investment vehicle

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Life Insurance

Life Insurance is a contract by which you can protect yourself against specific losses

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Fixed Deposit

Fixed Deposits are one of the oldest and most common methods of investing.

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Direct Equity

You can now ensure that all your stock broking needs are managed under one roof. No more running

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Financial Planning

Financial planning is a long-term process of wisely managing your finances

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Retirement Pathway

It is said that retirement assessment is never too late though ideal

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Estate / Succession Planning

Estate distribution simply refers to systematic pass down from your next generation to another. 

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Tax Saving
There is more to tax saving than the exemptions available on investment made by you. With right investments
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Family Office & Governance

Family offices face challenges that distinguish them from other entities

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