Investment Advisory

Moneybee is a SEBI registered Investment Advisory firm.

As Peter Lynch said, "If you don't study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards."

We at Moneybee carry out customized corporate research of listed and unlisted entities, debt as well as mutual funds. We go through balance sheets of all listed companies on a yearly basis, shortlisted few are converted to folders which are discussed, debated and ranked. A team does further research on Investment ranked stocks and these are discussed in detailed with respective Clients/ Fund Manager.

We do detailed risk profiling of the clients before our final submissions.

No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment (ASBA – Application Supported by Blocking Amount). No worries for a refund as the money remains in investor's account
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