• 2106,Westfiled,Ghod dod Road,Surat

  • money2managements@gmail.com

  • 9726264063

Welcome to our
M2M Technologies

We will provide all possible tools to grow your company and connect your customers to the next generation platform. We have dedicated all our resources to develop next generation platforms for financial intermediaries and continue to give full support to our clients.

Our Services

Company offering services in Wealth Management and Financial Planning. Our strength lies in strong knowledge, vast experience and ethics which ensure best quality for our clients.Our Core philosophy is 'Growth is Everything' .We believe that our growth lies in the client's growth and prosperity. Hence, our business is led by creativity, entrepreneurship and all of our efforts are directed into providing growth to the client.

Our Services'Videos

Company offering services in Wealth Management and Financial Planning. Our strength lies in strong knowledge, vast experience and ethics which ensure best quality for our clients.Our Core philosophy is 'Growth is Everything' .We believe that our growth lies in the client's growth and prosperity. Hence, our business is led by creativity, entrepreneurship and all of our efforts are directed into providing growth to the client.

Are you a Financial Advisor?

And working on your own ARN code? But still not using any Technology to manage your Business?

Free Demo For 7 Days

How Its Work

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New Age TECHNOLOGY for FINANCIAL ADVISORS

Advisors can now manage all segments to strengthen their advisory business with the unique features like:

  • Client Management
  • Family Management
  • Consolidated Portfolio Reports
  • Portfolio Analysis
  • Integrated SMS and Email Facility
  • Client Login Facility
  • Inbuilt Mutual Fund Research
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Easy, Fast and Accurate REPORTS, All in Real Time

Get all the reports in just one click. Help your clients to plan their future with these detailed and easy portfolio reports which consist of..

  • Single view portfolio reports
  • Single view of Family’s Valuation
  • Send valuations via SMS/Emails
  • Asset allocation analysis
  • Top holdings and Sector exposures
  • Running & historical SIPs
  • Pre-printed Transaction Slips
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Works with Any Device, with the cloud advantage

Advisors can now support their clients Anytime, Anywhere. They can respond to any queries, give real time portfolio details, suggest and have control over their business 24*7.

Advisor’s life has become very easy. Now he can save time from hectic after-sales services and can invest to focus their business.

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Best Pricing

  • Lite

    10,000

    Annual

    4,000

  • Client Report

  • Portfolio Reports
  • LT/ST Report
  • Financial Year Transaction
  • Transaction Reports
  • Distributor Report

  • Business Reports
  • AUM Report
  • SIP/STP/SWP Report
  • SIP/STP/SWP Termination
  • Pre-Printed Transaction Slip
  • Bulk SMS
  • Mailing Label
  • Folio Details
  • AUTO Email
  • BSE Star MF

    Mobile APP

  • Gold

    20,000

    Annual

    5,000

  • Client Report

  • Portfolio Reports
  • LT/ST Report
  • LT/ST With Indexation
  • Expected LT/ST
  • Financial Year Transaction
  • Transaction Reports
  • Scheme Wise Report
  • Family Summary
  • Eligible For Redemption
  • Segment Wise
  • Goal Wise Report
  • Year Wise CashFlow
  • Year Wise CashFlow
  • Distributor Report

  • Business Reports
  • MIS Reports
  • AUM Report
  • AUM Growth
  • SIP/STP/SWP Report
  • SIP/STP/SWP Termination
  • Clients ELSS Limit
  • Client Without Elss
  • Client Without SIP
  • Zero Balance Unit Client
  • Pre-Printed Transaction Slip
  • Bulk SMS
  • Mailing Label
  • Folio Details
  • AUTO Email
  • BSE Star MF

    Mobile APP

  • Platinum

    35,000

    Annual

    15,000

  • Client Report

  • Portfolio Reports
  • LT/ST Report
  • LT/ST With Indexation
  • Expected LT/ST
  • Financial Year Transaction
  • Transaction Reports
  • Scheme Wise Report
  • Family Summary
  • Eligible For Redemption
  • Segment Wise
  • Goal Wise Report
  • Year Wise CashFlow
  • Year Wise CashFlow
  • Distributor Report

  • Business Reports
  • MIS Reports
  • AUM Report
  • AUM Growth
  • SIP/STP/SWP Report
  • SIP/STP/SWP Termination
  • Clients ELSS Limit
  • Client Without Elss
  • Client Without SIP
  • Zero Balance Unit Client
  • Pre-Printed Transaction Slip
  • Bulk SMS
  • Mailing Label
  • Folio Details
  • AUTO Email
  • BSE Star MF

    Mobile APP

    Direct Equity

    Insurance

    FD/Bond

  • Corporate

    40,000

    Annual

    15,000

  • Client Report

  • Portfolio Reports
  • LT/ST Report
  • LT/ST With Indexation
  • Expected LT/ST
  • Financial Year Transaction
  • Transaction Reports
  • Scheme Wise Report
  • Family Summary
  • Eligible For Redemption
  • Segment Wise
  • Goal Wise Report
  • Year Wise CashFlow
  • Year Wise CashFlow
  • Distributor Report

  • Business Reports
  • MIS Reports
  • AUM Report
  • AUM Growth
  • SIP/STP/SWP Report
  • SIP/STP/SWP Termination
  • Clients ELSS Limit
  • Client Without Elss
  • Client Without SIP
  • Zero Balance Unit Client
  • Pre-Printed Transaction Slip
  • Bulk SMS
  • Mailing Label
  • Folio Details
  • AUTO Email
  • BSE Star MF

    Mobile APP

    Direct Equity

    Insurance

    FD/Bond

    PMS

    PE Tools

Clients Services
Software
Qualified Staff
Project Done

Let's Talk about Your Business

  • Our Location 2106,Westfiled Shopping Center,Opp.SuryaKiran Apt,Ghod dod Road,Surat-395001

  • Send Us Mail money2managements@gmail.com

  • Call Us (+91) 9726264063