Grow Your Wealth with Confidence

EMBARK YOUR FINANCIAL JOURNEY WITH US,
WHERE YOUR SUCCESS IS OUR PRIORITY

OUR SERVICES

EQUITY FUNDS

Equity funds invest predominantly in stocks of companies across various sectors. These funds are designed for investors seeking higher returns and are willing to accept a higher degree of risk.

DEBT FUNDS

Debt funds invest in fixed-income instruments like bonds, government securities, treasury bills, and corporate debentures. These funds aim to provide steady returns with lower risk.

HYBRID FUNDS

Hybrid funds invest in a mix of equity and debt instruments, offering a balanced approach to risk and return. They aim to provide both income and capital appreciation.

Stocks

LISTED STOCKS

These are shares of companies traded on recognized stock exchanges like NSE and BSE.

UN-LISTED STOCKS

These are shares of companies that are not publicly traded on stock exchanges. Unlisted stocks often include start-ups or companies in pre-IPO stages, offering high-growth potential.

Fixed Deposit

FDs

Fixed Deposits (FDs) are one of the safest and most popular investment options for individuals seeking secure returns. By depositing a fixed sum for a pre-determined tenure, investors earn interest at a guaranteed rate, making FDs a preferred choice for risk-averse investors.

About Us

MDS WEALTH

We are AMFI registered experts in consulting and guidance in mutual fund investments, backed by years of financial experience partnered with all the major Asset Management Companies (AMCs) and financial services companies across India. To best serve their clients, we leverage these partnerships to provide a comprehensive range of financial products and services, ensuring tailored solutions that meet the diverse needs of their clientele.

To guide you throughout your financial journey

welcome to your financial journey, where your financial needs meets personalized guidance……

MDS Wealth is committed to guiding you on your journey to financial success..

Core Values

Client-Centric Approach: Your financial goals are at the heart of everything we do.
Integrity: We prioritize honesty, transparency, and trust in all our interactions.
Excellence: Striving for quality and efficiency in delivering our services.
Innovation: Adopting the latest tools and trends to provide cutting-edge financial solutions.

Why choose us

“Choose MDS Wealth for financial solutions that secure your future with confidence.”

Expert Guidance

Our team of financial experts brings deep industry knowledge and insights to guide you in making informed investment decisions.

Unparalleled Partnerships

These strong collaborations allow us to bring exclusive offers and innovative solutions to our clients.

Personalized Financial Solutions

We understand that every client’s financial needs are unique, so we tailor solutions that align with your goals, whether it’s wealth creation, tax-saving, or retirement planning.

Trust and Transparency

We operate with the highest standards of integrity, ensuring complete transparency in all our dealings.

What Our Clients Say

MDS Wealth has transformed the way I manage my finances. Their expert advice and personalized solutions have helped me achieve my financial goals effortlessly

MOIN ALAMphysiotherapist

MDS Wealth’s deep understanding of the market has been a game-changer for my portfolio. I feel secure knowing my investments are in capable hands

RAKESH BARMANRelationship Manager

MDS Wealth’s expertise has truly transformed my investment strategy. Their insights have given me confidence in my financial future!

MANIKA BINDRAAssistant Manager

I appreciate the personalized approach MDS Wealth takes with my portfolio. Their in-depth market knowledge has helped me achieve consistent returns

DANISH NAYEEMData Scientist

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FAQ

Why is financial planning important?

Financial planning helps you set goals, manage your money efficiently, and ensure you are prepared for future needs like education, retirement, and emergencies.

How do I determine my financial goals?

Start by identifying short-term, medium-term, and long-term objectives like buying a home, saving for children’s education, or building a retirement corpus.

What is the 50-30-20 rule in personal finance?

It’s a budgeting method where 50% of income goes to needs, 30% to wants, and 20% to savings or investments

What is an emergency fund, and why is it necessary?

An emergency fund is a savings buffer covering 3–6 months of expenses, ensuring financial stability during unforeseen events like job loss or medical emergencies.

How much should I save each month?

Ideally, aim to save at least 20-30% of your income, but this can vary based on your financial goals and expenses.

How do I create a budget?

List your income and expenses, categorize them into fixed and variable costs, and allocate funds for savings, investments, and discretionary spending.

How can I reduce my debt effectively?

Use strategies like the snowball method (paying off smaller debts first) or the avalanche method (tackling high-interest debts first).

What is FAQ?

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How do I start investing with limited funds?

Begin with low-entry investment options like SIPs, recurring deposits, or direct equity with small amounts.

What financial documents should I always have?

Keep documents like PAN card, Aadhaar card, income tax returns, insurance policies, investment statements, and a will readily available.