Mr. Jitender Pundir
Founder & CEO
We at Moneynet believe that every individual has the right to get financial education to attain financial happiness . We have been serving our clients since more than 15 years.Our clients belong to different groups like Professors,Teachers,Doctors,engineers ,business men and private/ govt. employees.
Jitender Pundir is Certified Financial Planner and Financial Coach who has worked in corporate sector in ICICI, Aditya Birla Sunlife and HDFC group in different roles and geography. He has been doing goal based financial planning for his clients and advising them as per their needs. He personally understands the needs of the client and takes into account his age,income,expenses,risk appetite and financial goals. We know that client’s needs and goals are unique hence we deliver personalized financial planning.
We help you enjoy a beautiful journey called LIFE by managing your FINANCES.
He does the right selection of different mutual funds depending on the tenure,risk profile and goal of the client. He follows the right asset allocation strategy and rebalancing at appropriate times. He also helps in right selection of life and health insurance products.
For Us it is Clients First.
Make our clients understand importance of financial Planning.
Educate them so they can take products only as per their needs.
Ensure confidentiality by winning their trust
Timely service to clients.
Educate people the importance of investment at an early age.
Help clients achieve financial freedom.
Be a financial coach to our client family so they can take right decisions.
Follow a diversified approach which suits best for our client.
Goal Based Financial Planning
Child's Higher Education
Child's Marriage Planning
Retirement Planning
Home Purchase Planning
Dream Car/ Vacation Planning
Goal Based Financial Planning
Debt Planning
Contingency Planning