About

Becoming No #1 Choice for Financial Planning & Investment Services

Money World is solely and wholly dedicated to helping investors build a secure and successful financial future. Established in 2003, Money World has grown into one of South Mumbai’s most trusted financial planning and investment service providers. We operate as a complete investment supermarket, offering a wide range of financial products such as Life Insurance, Mediclaim, Vehicle Insurance, Property Insurance, more than 1000 Mutual Fund schemes, and Fixed Deposits of trusted companies. With over 1000 satisfied customers, we combine personalised financial planning with advanced technology so our clients can manage their portfolios easily, efficiently, and confidently.

Our Vision

To empower every individual with the right financial knowledge, secure investment options, and lifelong wealth protection. 

Our Mission

To provide ethical, personalized, and transparent financial services that help clients achieve long-term stability and financial independence.

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Trusted clients

WHAT WE OFFER

Money World offers a comprehensive range of financial solutions designed to meet the diverse needs of every client. Our services include complete financial planning and investment solutions, access to over 1500 mutual fund schemes, and more than 400 life and general insurance products. We provide truly client-focused and need-based investment advisory, supported by top-quality financial products backed by expert research. With dedicated service and ongoing support throughout every stage of your financial journey, we aim to simplify investing and make wealth creation accessible, seamless, and stress-free for all our clients.

WHAT MAKES US DIFFERENT

Money World stands apart because of its strong values, deep expertise, and unwavering commitment to customer success. Our approach is rooted in the philosophy of long-term wealth creation, supported by specialised domain knowledge in Mutual Funds and a highly advanced, technology-driven platform—one of the best in the industry. We offer well-structured, comprehensive, and high-quality financial products with a depth and scope that surpass many distributors and banks. Backed by a dedicated in-house research team that continuously studies markets, schemes, and economic trends, we ensure that every client receives informed, reliable, and future-focused guidance.

Your Most Trusted Financial Planning & Investment Partner

For over two decades, Money World Financial Services has been helping individuals and families build wealth, secure their future, and achieve financial freedom with expert guidance and reliable advice.

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Years Experience
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Happy Clients Guided
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Financial Products & Solutions

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Meet Our Expert Advisor

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Keith Guzman

CEO Stocky

Keith Guzman

Jordan Cotton

HR Manager

Jordan Cotton