8961224725, 7003417573 Phone
mrinmoybasak87@gmail.com Email

About Us

Know About M B Wealth

MB Wealth is promoted by a team of long serving financial service experts having an excellence experience Mutual fund,Insurance,Capital &Debt Market and allied services. Our team cater solutions for the investment and financial requirements of  Middle class, High Net Worth and Corporate clients.

In a world of unlimited alternatives and standardized offerings, M B Wealth holds the belief that the customer should be given a window of opportunity to define their own space.

MB Wealth provide the customers financial solutions which have been designed bearing each and everyone’s unique needs in mind.

MB Wealth is the ultimate destination for customized choices and personalized service.

 

MB Wealth provides you a new edge of technology.

M B Wealth Investment App is the SMARTEST way to track investments, the FASTEST way to access your Financial Advisor, SIMPLEST way to manage portfolio and COOLEST way to stay ahead. This app allows clients to be updated about their live investments – 24*7 on the go. With this app enjoy the digital power of transacting, scheduling reports, viewing and much more

Download M B Wealth Investment App:- https://play.google.com/store/apps/details?id=com.mbwealthinvest.app.mbwealthinvestment 

Key features of M B Wealth Investment App:

· Transact Online
· View Investments Across All Assets Classes, AMC wise and Family wise
· Recent Transactions for MF
· Check Holding Report for MF
· Factsheet
· Recommended Funds
· Market View – News and Videos
· Schedule tasks for your Advisor
· Alerts – SIP Expiry, SIP Bounced, SIP Terminated.
· Calculators
· E-locker facility to save all your personal documents and insurance policy copies

Download M B Wealth Investment App:- https://play.google.com/store/apps/details?id=com.mbwealthinvest.app.mbwealthinvestment 



Product and Service Offered

Mutual Fund

Life Insurance & Health Insurence

Equity, Derivative, Currency, & Commodities Trading  

Fixed Deposit, NCD etc.

Advisory Service