Where Trust Meets Prosperity
Join our trusted family to explore a world of financial opportunities and wealth creation.
|
Mutual Fund
Mutual Fund
A mutual fund is a company that pools money from many investors and invests the money in securities such as stocks, bonds, and short-term debt. The combined holdings of the mutual fund are known as its portfolio.
Insurance
Insurance
Insurance is a way to manage your risk. When you buy insurance, you purchase protection against unexpected financial losses. The insurance company pays you or someone you choose if something bad happens to you. If you have no insurance and an accident happens, you may be responsible for all related costs.
Fixed Deposit
Fixed Deposit
In a Fixed Deposit, you put a lump sum in your bank for a fixed tenure at an agreed rate of interest.
Stock Broking
Stock Broking
Stock Broking is a service which gives retail and institutional investors the opportunity to buy and sell equities. Stockbrokers will trade shares both on exchange and over-the-counter, dependent on where they can find the best price and liquidity.
Loans
Loans
A loan is a sum of money that one or more individuals or companies borrow from banks or other financial institutions so as to financially manage planned or unplanned events. In doing so, the borrower incurs a debt, which he has to pay back with interest and within a given period of time.
PMS/AIF
PMS/AIF
Portfolio Management Services (PMS), service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives.
Properties
Properties
Real estate is defined as the land and any permanent structures, like a home, or improvements attached to the land, whether natural or man-made. Real estate is a form of real property.
Holidays
Holidays
A holiday is a day or other period of time set aside for festivals or recreation.
Why cnvmoney
Discover the benefits of partnering with cnvmoney and how we can help grow your portfolio.
Multiple Products on One Platform
Multiple branches available for customer support
In the last 10 years, cnvmoney has delivered a return of 12% Plus CAGR in the Customer Portfolios.
cnvmoney keeps updating its systems to the needs of the clients.
cnvmoney provides regular market updates through Digital Media.
cnvmoney offers an opportunity to build your own business and generate a secondary source of income.
cnvmoney ensures that client financial and personal data are kept safe and secured.
What Our Clients Say
Prasad Lemos
Vice President, HDFC Bank Ltd
Vikas Save
Director, VDA Infosolutions Pvt.Ltd.
Glen Gonsalves
Co-Founder, Fledon Engineering Works
Harshala Shastri
Marketing Head, ICICI Bank
What Ours Partner Says
Rina Patel
Premier Business Partner - Vadodara
Partnering with CNVMONEY has been a transformative experience for my mutual fund distribution business. Their platform combines cutting-edge technology with deep industry insight, making it easier than ever to manage client portfolios, track performance, and offer tailored investment advice. CNVMONEY's robust support system and seamless digital tools have significantly improved client engagement and operational efficiency. I truly appreciate their commitment to transparency, compliance, and innovation. With CNVMONEY, I feel empowered to grow my business with confidence and deliver exceptional value to my clients
Platform Features
Portfolio View Report
Performance Report
Investment CalculatorMarket Updates
Online TransactionInsurance Report
New Fund OffersFamily Login
