Investment Advisory

Moneybee is a SEBI registered Investment Advisory firm.

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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.