One Stop Investment Solutions

Comprehensive Financial Solutions

Goal-based cash-flow modeling, retirement projections and education fund Solutions.

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Mutual Fund

Pooled investment in diversified assets managed by professionals.

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Life Insurance

Financial protection against risks like health, accidents, and property loss.

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General Insurance

Fixed-income investment offering stable returns with lower risk.

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One Stop Investment Solutions
Small Saving

Government-backed Post Office schemes like RD, NSC, MIS, Time Deposit and KVP for safe, disciplined savings.

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Company FDs

Fixed deposits with leading companies and NBFCs, with a choice of tenure and interest payout options.

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PMS / AIF

Personalized investment management for high-net-worth individuals.

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Bonds - RBI, Capital Gain

RBI Savings Bonds for sovereign-backed safety and 54EC Capital Gain Bonds to save tax on long-term capital gains.

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Welcome To MBS Investments

Built on Trust. Growing with Every Generation. Since 1993.

At MBS Investments, we believe that financial decisions are about more than money. They are about families, aspirations, security and the future we want to build.

What began in 1993 as a relationship-driven financial services business has grown into a family-led practice focused on investment solutions, insurance protection and personalised client service. Our purpose is simple: to help people understand their financial choices and make informed decisions for the road ahead.

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Our Services & Products

Comprehensive Financial Planning

Goal-based cash-flow modeling, retirement projections and education fund planning.

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Investment Guidance & Portfolio Management

Asset allocation, mutual fund selection, rebalancing and ongoing performance reviews.

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Retirement & Pension Solutions

Retirement solutions like SWP and other pension products for a secure future.

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Tax & Estate Planning

Tax-efficient investment vehicles, estate planning and intergenerational wealth transfer strategies.

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Mutual Fund Tools

Everything you need to track and compare your investments, in one place.

Grow Your Investment With Us

Most people invest their money, but only a few know the right way to invest. Investment is not just about increasing your wealth — it is also about protecting your capital and managing risk. When you partner with us, we help you choose suitable investment options that aim to protect and grow your wealth and help you work towards your financial goals.

Grow Your Investment With Us
Trusted Experts

Experienced guidance you can rely on.

Personalized Solutions

Solutions built around your goals.

Transparent Process

Clear advice, no hidden surprises.

Long-Term Support

With you at every stage of your journey.


Knowledge Center

Systematic Investment Plan to take an informed decision for a financially stable future.

TESTIMONIALS


SIP Calculator

Monthly Investment
Investment Period
Expected Return(%)
Total Investment
Future Value
The graph depicts the total wealth that shall be created over a period of time on the basis of the small investments made every month. It is subject to the returns expected by you after considering the power of compounding

Value of your SIP in different stages of investment

Disclaimer :This calculator is meant for illustrative purposes only. It demonstrates the power of inculcating a regular savings habit for the long term. There is no assurance or guarantee that the future values demonstrated herein would be achieved.Please read the Statement of Additional Information / Scheme Information Document carefully before investing.

We Are Associated With

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor (ARN-25658) – Anupam Kumar Agarwal, Registered From:- 19/09/2004, Valid Till:- 18/09/2029

AMFI Registered Mutual Fund Distributor (ARN-133579) – Akshat Agarwal, Registered From:- 27/07/2017, Valid Till:- 26/07/2029

AMFI Registered Mutual Fund Distributor (ARN-315889) – Anupam Kumar Agarwal and Sons HUF, Registered From:- 11/12/2024, Valid Till:- 10/12/2027

AMFI Registered SIF Distributor (ARN-133579) – Akshat Agarwal, Registered From:- 15/09/2026, Valid Till:- 10/09/2029

Grievance Officer: Anupam Kumar Agarwal – info@mbsplus.in

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