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.
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| 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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