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Vision



Moonbeam Advisory is India’s first Bespoke Advisory and Transaction Services Firm in Property and Financial Services. Catering exclusively to India’s Wealthy, Moonbeam Advisory aims to address both business and personal needs of HNI’s across their Mortgage, Investments, Protection and Real Estate Needs based on a Proprietary Asset Allocation Model. Our strength is our Independence and we are un-biased.  We are determined to keep our focus on the ongoing wellbeing of our customers. We are transparent in our dealings and will voluntarily disclose the commission we earn.

Moonbeam Advisory has four product lines that individually address large opportunities. But the model envisages centralized services for Brand, Product, Marketing, Technology, Finance & Administration, Operations, Risk and Governance thereby ensuring consistency and reducing costs. Also, by deploying a state of the art CRM software, Moonbeam Advisors hopes to x-sell products to customers thereby optimizing cost of acquisition per product.

 
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