KK Pandey Wealth is an innovative Mutual funds & Insurance aggregator and a trusted advisory firm which was formed in the year 2003.

With an unrelenting focus on our twin values of "Integrity" and "Client First" Policy, Ecomoney with the help of experienced workforce and a strong IT infrastructure provides Insurance advisory services to individuals and institutional clients.While choosing the services, priority has been given to Indian consumer mindset, their needs, their expectation, necessity, customs, lifestyle, relations, sentiments and of course their dreams. Knowing the fact India is such a vast country, with a population crossing a billon, such difference in languages, religion and customs the challenge was not easy to provide customer with the best financial solution. But only one thought solve this problem, which actually define India and its people “Unity in Diversity”. Like that Ecomoney has also adopted one motto “Honesty is the best Policy”.

Understanding the customer requirements and providing them with the services which is in best of their interest is Ecomoney’s service trademark.

Vision

To stay focused on the needs of our investors and be India’s most respected Distribution House by adhering to traditional values of simplicity, transparency and integrity while continuing to deliver steady and consistent performance with wealth creation over the long term. We offer our clients access to a range of traditional and alternative investment opportunities. We are working towards our vision of building a world class customer centric financial services enterprise and we endeavor to be a one stop investment house catering to retail segment as well as High Net worth Individuals. We conduct a thorough financial planning & risk assessment, with meticulous assessment of client’s investment needs and his current financial goals, before offering him any recommendations or making any decisions about the portfolio. To help us understand the client’s requirements better, some of the factors we consider are:

• Cash flow and liquidity needs
• Tolerance towards market risk and volatility
• Investment objectives and desired level of return
• Time constraints
• Tax implications

Customers

• Investment options to convert savings to wealth.
• Simplify understanding of products that are easy to assimilate.
• The ability to invest easily at a low cost.
• Dependable standards of service.
• Sensible, risk-adjusted returns over the long term through a disciplined research and investment process.