Mutual Funds Automated Portfolio Rebalancing System (MARS)
MARS is our cutting-edge tool designed to address one of the biggest challenges in portfolio management: regularly monitoring and adjusting your portfolio in line with market movements and your risk profile.
- How It Works: MARS uses technology-driven logic and research to rebalance your portfolio periodically, ensuring that your investment strategy remains aligned with your long-term goals.
- Two Asset Allocation Options:
- Dynamic Allocation: Adjusts based on market trends.
- Fixed Allocation: Remains stable according to your set preferences.
- Dynamic Allocation: Adjusts based on market trends.
MARS helps you take the guesswork out of managing your investments, offering an intelligent solution that keeps your portfolio optimized without the need for constant monitoring.
Client Desk (Wealth Management Desk)
The Client Desk is our premium service designed to provide you with complete visibility of your wealth portfolio, covering both financial and non-financial products. Whether you're managing your family’s finances or handling your organization's investments, this service consolidates everything in one place.
- Secure Access: Each client receives a unique login ID and password for secure access.
- Real-time Updates: The Client Desk is updated daily, automatically reflecting all transactions done through Money Ethics, so you never have to enter data manually.
- Anytime, Anywhere Access: Stay updated on your investments through online access or our mobile app, keeping you informed no matter where you are.
Trading Account & Demat Account (TADA) Service
Our TADA service makes managing your investments simple and efficient. As a client, you enjoy hassle-free transactions with a range of powerful features:
- Fresh Purchases, Additional Purchases, Redemptions & Switch Transactions
- SIP & STP Registration
- NFO Purchases, Switches, and SIP Registrations
- Equity Stock SIP Registration
- Equity & Debt IPO Applications
- Comprehensive Investment Reports
Enjoy time and cost-effective transactions with zero errors, all from the comfort of your home or on the go.
Money Ethics is committed to delivering exceptional services designed to empower you to make informed decisions and keep track of your wealth effortlessly. With our secure platforms, automated systems, and personalized support, you can focus on what matters most: achieving your financial goals.
