Mass Investment

Financial Plan
Short-term goals (six months to five years): This phase may include many of the initial steps outlined on this list, including budgeting, paying down debt, and building an emergency fund.
Mid-term goals (five to 10 years): Buying insurance or expanding your investment approach may be part of the mid-term goal planning.
Long-term goals (10+ years): This is where you dig into detailed retirement planning to combine your best thinking around what you truly value in life with expertise from trusted sources of financial education and insight.
Personalized goal "Personalized goals are tailored objectives that align with your unique financial situation, risk tolerance, and aspirations. They empower you to take control of your financial journey, prioritizing what matters most to you. By setting specific, measurable, achievable, relevant, and time-bound (SMART) goals, you can:
- Create a clear vision for your financial future
- Focus on meaningful milestones (e.g., buying a home, retirement, education)
- Develop a customized investment strategy
- Track progress and adjust course as needed
- Achieve financial freedom and peace of mind
Mutual Funds
Mutual funds offer multiple product choices for investment across the financial spectrum. As investment goals vary – post-retirement expenses, money for children’s education or marriage, house purchase, etc. – the products required to achieve these goals vary too. The Indian mutual fund industry offers a plethora of schemes and caters to all types of investor needs.
We'll help to manage your Finances
Our team of experienced professionals is committed to understanding your unique investment goals and risk appetite, providing tailored strategies and comprehensive support to help you make informed decisions and achieve your financial objectives.
Post Retirement plans
Securing a financially comfortable future after years of dedication is a primary concern for many. While the golden years hold the promise of relaxation and well-deserved leisure, a secure retirement doesn't happen by chance. Retirement planning is the process of preparing for the financial needs of your retirement years. This involves saving for retirement, managing your investments, and protecting your assets and income. By taking proactive steps today, you can ensure your retirement is a chapter filled with financial freedom and the ability to pursue your passions.

I have been investing in mutual fund with MASS Investments since 2018 and have been consistently generating 15+ % annualized returns. Few things I would like to highlight here. First is the exceptional customer support, be it in following up on investment, providing any portfolio information or helping in connecting with financial advisors they have been very efficient. Other thing is their proactive approach to move profits to balanced fund when markets are high and reverting it to equity when the market settles.Also doing any lumpsum investment or increase SIP process is very simple and online and works really well. I have already created a separate investment account with them for family members and would advocate anyone who is looking to secure their future to start investing with MASS Investments.

Neeraj Adbe

In today’s world of daily trading scams and frauds I firmly believe in Kiran Jadhav, Makrand Vipat and Ashish Kelkar teams who have guided me through the ups and downs of market and provided me safe, secure and definitive results increasing my networth multifold times.
Trust them and have patience, rewards are yours

Vishal Vyas

Investing with Mass Investment since 2015. Have invested in SIP as well as made lumpsum investments from time to time. I was promised a minimum of 12-15%. Present ROI is 23% plus. The ROI in peak COVID was also decent. I have had a wonderful experience with the team. Makarand is a very calm and patient consultant. He has always helped me clarify all my queries and questions. His advice has always worked for me and delivered results exceeding expectations. The support teams are extremely helpful and responsive too.
Over the years I have learnt that Mass investments is an expert in investment consultancy and can help investors reach the desired goal with their knowledge in this field. I trust them to manage my portfolio and so can you !!

Rahul Tatke

Hello, I am Prashant Urunkar, age 48. I have been working in a vulnerable sector like the entertainment sector for the past thirty years. We always wanted our future to be financially secure in the later part of our life. And then I met Makarand sir in 2013. He guided me on how to secure future financial life. And then I started SIP in mutual fund of 5000 rupees per month through his company Mass Investment. I am very happy that this small but regular investment started in 2013 has turned into a big tree today and I feel secure about my financial future. Thanks to Makarand sir for making me have a great habit of financial saving.

Prashant Urunkar

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