About Us

CNVMONEY FinTech Pvt. Ltd. ( formerly cnvmoney group) established in 2014, with vast experience in banking and finance over a period of 22 years with specialization in Investments and Wealth Management .

We are in to distribution of Financial Products to Retail and HNI clients. We are a fast growing financial firm engaged in the business of Mutual Fund distribution, Life, Health and General Insurance, PMS, Corporate Fixed Deposits, Stock Broking, IPO, Unlisted Shares, Secured and Unsecured Loans, Tax Advisory, Income Tax Returns and Properties.

The Firm is committed for best in class one stop financial destination for all client financial needs with unbiased Advice, Systematic Approach &Passionate Service, keeping the customer at the center Is what defines&quot cnvmoney Investments" .With a vision to create a WOW experience, we extend unbiased, accurate, and independent professional advice along with complete assistance for hassle-free and swift execution. As a result of which, we arm you to achieve your ultimate destination - Financial Freedom, a stage where the Financial Future of the entire Family is fully secured & well planned, In order to provide World Class technology, the widest range of services to our clients and to enhance our strength we have made strategic alliances with some of the Best Financial Service Providers in the Country. Nestled in the capital economic hub of India - Mumbai our reach spans nationwide. We also serve the NRIs & PIO's residing in the Gulf Region, U.S, Europe, Australia & other places across the globe, who still have a strong connect with India.

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CNVMONEY FINTECH PRIVATE LIMITED

We understand that navigating the financial world can be overwhelming. At CNVMONEY Fintech Pvt. Ltd., our team of experienced and qualified AMFI Distributors and Relationship Managers are dedicated to guiding on your unique financial journey. We take a personalized approach, working closely with you to understand your goals and develop a customized plan.

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CREDIT AND VAULT FINANCIAL SERVICES

We are in to distribution of Financial Products to Retail and HNI clients. We are a fast growing financial firm engaged in the business of Mutual Fund distribution, Life, Health and General Insurance, PMS, Corporate Fixed Deposits, Stock Broking, IPO, Unlisted Shares, Secured and Unsecured Loans, Tax Advisory, Income Tax Returns and Properties.

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CNVEST INSURANCE BROKERS Pvt Ltd.

is an IRDA registered Insurance Broker. licence no :- 1033 The company provides both Life and Non-life Insurance solutions offline as well as online through state of the art portal www.policybasket.in One can select, compare, buy, renew & manage their policies online from anywhere through the portal & mobile application.

OUR TEAM

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Rahul PandeyBusiness Head
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Manali PandeyResearch Analyst
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OUR VISION

To be a leading force in empowering individuals and families to achieve financial security and freedom.
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OUR MISSION

We deliver innovative financial solutions and personalized guidance, fostering financial literacy and confidence for our clients on their journey to financial well-being.
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OUR VALUE

A financial company should prioritize understanding and exceeding their clients' needs and financial goals. This means putting the client's interests first and acting as a fiduciary.