We’ve been in the mutual fund industry since 1996, offering top-tier investment solutions.
Our expertly curated mutual funds are designed to maximize returns while minimizing risks, helping you achieve financial freedom.
Our mutual funds are designed to offer diversified portfolios, low fees, and expert management to help you achieve your financial goals.
Your risk profile, past investments, your preferences and concerns - all are considered here.
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Review frequency and timing are defined according to the portfolio’s structure and objectives.
Momaya Finsure Services is the platform which gives complete wealth advisory. I'm a Consultant Plastic Surgeon & get very less time to analyse my finance. Bhupesh came to my rescue in 2003, when I met him and his team who helped me with to plan my investment & linked it with my goals. Since then they are helping me with my finances and found their advisory unbiased and appropriate. They are family to me and am extremely happy
Plastic & Aesthetic Surgeon, Mumbai
I have been consulting Bhupesh and his team of highly professional financial advisors for over a decade. They are family to me and I see them constantly upgrading their skills and business portfolio, based on current market trends and investors' requirement. I highly recommend them, as they offer 360 degree financial planning with great analysis and thereby provide complete peace of mind for someone like me who is unable to catch up on the plethora of investment opportunities in our country.
Sr. Sales Manager, Motivate Media Group Dubai
I would like to thank MOMAYA Finsure Services entire team for their great support and service. The valuable inputs and suggestion given by the advisors help us to take proper decision by investing in the right funds. Once again my specieal thank to Mr. Bhupesh Sir for his dedication from last 18 to 20 years, commitment and invaluable contribution towards helping the customers and in building the growth of business. Lastly wishing all the great success in their professionals and healthy growth in business
Founder
I have been a client of Mr Bhupesh Momaya ji and his team since 2007 and would highly recommend his services. His team has assisted me with my financial decisions.
His team does not indulge in hard selling but gives valuable input.
Their advice for insurance and investments have benefited me immensely.
I have been more than happy with the results.
I have recommended a number of my friends and they are very happy with their services.
Sr. Manager, Mathvision Enrichment Centre
I have known and have consulting Bhupesh and his team for all our family insurances and investments for over 2 decades! They are family friends to me and I see them constantly working to check for new beneficial investments, new market trends, new products in insurance and mediclaims. Importantly they have a great backend team to support them. First it was only Bhupesh but now his son’s Chirag and Geet have wonderful followed in his footsteps and both computer savvy and digitally well equipped! They are a one stop solution for various bouquets of financial services, risk management and investment opportunities to all their customers as well as those who are too busy to handle their financial and insurance portfolios themselves. Thank You Bhupesh, Chirag Geet and your teams at Momaya Finsure Services for a wonderful service you render us!
Director, Athena Global Logistics
I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”
Senior Vice President, Yes bank
From insurance to investment, we have been taking advice from Mr. Bhupesh Momaya since the last 20+ years. Mr. Bhupesh gives his advice suited to our investment objectives and risk appetite supported with a strong rationale. He and his team are prompt in providing service, at times going out of the way to meet our requests. Momaya Finsure is a “One Stop Shop” for all our financial investment needs where we can be assured of getting the right advice.
We wish him and Momaya Finsure all the successes in future.
Senior Position in One of the Leading IT Co of India
Bhupesh and I go back a long time. I remember the first time he approached me to take a Life Insurance policy. Slowly but surely he began handling all my financials be it Mediclaim or SIPs. Over the years I have seen him grow and scale up the business. He and his team have supported me in all the transitions that were needed. I rely on his advice in decision making and it has been beneficial. I certainly would like to see him grow and succeed. That would translate to good fortunes for me as well
Sr Manager, CSR and Communications Pharma MNC
All my concerns and doubts regarding market risks and investments were put to rest the day I consulted Mr Bhupeshji and his team 15 years ago. And there has been no looking back. The financial planning customised to my needs as well as the changing requirement details of the market plans provided by him has actually made my life easier and money grow. The best thing i like about him and his team is that they really go out of the way to see that their clients get good returns and face reduced risks. I can really vouch for his experience, his guidance and his skills in shaping up my investments. Though i am out of the country, my investments are in safe hands thanks to Bhupeshji and his team.Thankyou so much.
Entrepreneur