Goal-based cash-flow modeling, retirement projections and education fund Solutions.
Know MoreFinancial protection against risks like health, accidents, and property loss.
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Government-backed Post Office schemes like RD, NSC, MIS, Time Deposit and KVP for safe, disciplined savings.
Know MoreFixed deposits with leading companies and NBFCs, with a choice of tenure and interest payout options.
Know MoreRBI Savings Bonds for sovereign-backed safety and 54EC Capital Gain Bonds to save tax on long-term capital gains.
Know MoreAt 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.
Read MoreGoal-based cash-flow modeling, retirement projections and education fund planning.
Read More »Asset allocation, mutual fund selection, rebalancing and ongoing performance reviews.
Read More »Retirement solutions like SWP and other pension products for a secure future.
Read More »Tax-efficient investment vehicles, estate planning and intergenerational wealth transfer strategies.
Read More »Everything you need to track and compare your investments, in one place.
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.
Experienced guidance you can rely on.
Solutions built around your goals.
Clear advice, no hidden surprises.
With you at every stage of your journey.
Moments from our events, client meets and community programmes.
I have known Akshat since my childhood. He is a keen learner and very disciplined. The way he analyses and provides services to his clients is commendable. I'm very much confident that Akshat will have a bright future in his chosen career path as he is capable of doing anything he ever wishes to achieve.
I am writing to express my gratitude and satisfaction for your ability to understand my financial goals, risk tolerance, and investment preferences has been invaluable in helping me achieve financial security and peace of mind. Your proactive approach to wealth management, including regular portfolio reviews, investment performance tracking, and timely updates on market conditions, has helped me to make informed decisions and adjust my financial strategies as needed. You have always been responsive to my questions and concerns, and I appreciate the time you have taken to explain complex financial concepts in a clear and understandable manner.
I've had the pleasure of knowing Akshat for several years, and I can confidently say that his expertise in mutual funds and financial planning is exceptional. He bring a unique combination of deep market knowledge, client-first attitude, and strategic thinking to every interaction. What sets Akshat apart is his genuine commitment to helping clients achieve their financial goals. Whether it’s crafting a diversified investment portfolio, simplifying complex financial concepts, or staying ahead of market trends, he consistently go above and beyond. If you're looking for a trustworthy and knowledgeable mutual funds advisor who truly cares about your long-term financial success, I highly recommend connecting with Akshat.
“It’s rare that you come across standout talent like Akshat”. If you are looking for investment and savings then he is the guy for you. If you are looking for a better and secure future then give him a chance and he will make the way for you.
Akshat operates with the highest level of integrity and professionalism, always acting in the best interests of his clients and adhering to the highest ethical standards in the financial industry. He has a proven track record of helping clients achieve their financial goals through strategic planning and prudent investment management. Highly recommended!!!
I highly recommend Akshat for his expertise in financial planning and investment advisory. He took the time to understand customer's financial goals, risk appetite, and long-term objectives, and provides thoughtful guidance throughout the process. His ability to explain complex financial concepts in a simple and practical manner made it easy to make informed smart financial decisions. Akshat is professional, knowledgeable, responsive, and genuinely committed to helping his clients succeed. I would confidently recommend him to anyone seeking financial and investment advice.
I highly recommend Akshat for his astute market insights and consistent performance in managing my portfolio. Their clear communication and proactive approach to navigating market changes make MBS Investments an excellent choice for investment management.
I have had the privilege of working closely with Akshat Aggarwal, and I am continually impressed by his financial acumen and strategic thinking. Akshat's ability to navigate complex financial landscapes and provide insightful advice is truly commendable. He is a dedicated professional who consistently goes above and beyond to deliver outstanding results. I highly recommend Akshat to anyone seeking expert financial guidance.
It’s my absolute pleasure to recommend Akshat for personal financial advisor. He make financial plans for their clients before providing advice and recommending products and services. This includes a detailed assessment of their current and future financial state. It also considers essential, basic details such as age (time horizon), financial goals (saving for education, buying a home, maintaining money, or generating income), and a risk and reward appetite.
I've had the pleasure of knowing Akshat for quite a long time now, and I must say that his knowledge and skills in financial planning and investments are truly exceptional. Whenever I've had any finance-related questions or needed advice, Akshat has always been there to provide valuable insights and guidance. Not only is he highly knowledgeable, but he is also extremely passionate about helping others achieve their financial goals. His dedication and commitment to others meeting their financial success are evident in every interaction.
Akshat has very good knowledge of financial markets and provides his valuable advice to manage the funds for best results. Further, he is always available to answer all small and big queries of his clients and that too with great patience. I would highly recommend him to anyone who is looking for a good financial advisor.
He is a very talented guy, who just guides you the best way in how you can invest your money in Mutual Funds, Term Insurance, IPO, NFO, etc. He will provide you all the risks and benefits associated with the scheme and take you to the most suitable investments which can assure you much better returns in future. He is my colleague and I am currently investing in schemes he has suggested to me on MBS Investments app and I have the best experience till now. So, I strongly recommend MBS Investments.
I had the pleasure of working with Akshat as my financial advisor, and I couldn't be more happier with the results. Akshat has a deep understanding of the financial market and was able to provide me with invaluable advice on how to invest my money wisely. He was always available to answer my questions and made sure that I was comfortable with the investment strategies we put in place. His expertise and guidance helped me achieve my financial goals and I would highly recommend him to anyone looking for a knowledgeable and reliable financial advisor.
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.
Akshat had been a good financial advisor for me from past few months, he helped me manage my funds, reminds me about timely SIPs & installments, and also suggests me about the plans and recommendations to reach my financial goals. I would highly recommend him to anyone who is looking for a good financial advisor.
| YEAR | 2025 | 2030 | 2035 | 2040 | 2045 | 2050 | 2055 | 2060 | 2065 | 2070 |
|---|---|---|---|---|---|---|---|---|---|---|
| FUTURE VALUE | 9,500 | 7,94,532 | 22,74,123 | 50,29,440 | 1,01,60,436 | 1,97,15,459 | 3,75,08,978 | 7,06,44,353 | 13,23,49,583 | 24,72,58,055 |
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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