We are here to manage your

expectations for

your business
Our Reach Global

Our Team - Committed, Our aim - Your Success
We assist in generating a clear vision for your company &

Together draw a path to

achieve the goals

PORTFOLIO MANAGEMENT
SERVICES

Why Portfolio Management with Moneybee? We don't follow the investment crowd; instead we search for overlooked opportunities that the crowd has passed by.

Broking

A sound capital market is imperative for a growing economy. Quick communication and smart computer networking has facilitated the smooth operation in the Indian stock market. We help active investors

Depository

The Company is a Depository Participant with Central Depository Services (India) Ltd. (CDSL) for trading and settlement of dematerialized shares.

Investment Advisory

We at MONEYBEE, have taken up on ourselves to provide distinctly personalized high quality non fund based financial services and thus to carve a solid niche in the market.

Investment banking

Moneybee and its Investment Advisory Team has been at the forefront of closing some unique transactions in the last three years.

ABOUT COMPANY

Moneybee is a team which strives to provide distinctly personalized high-quality non-fund based financial services and thus to carve a niche in the market. In the rapidly evolving world our services are constantly innovating and updating. We are a client driven, client focussed company.

OUR STRATEGY

"Strategy is about making choices, trade-offs, its about deliberately
choosing to be different"

OUR MOTTO

We live by it - Know Venture Know Gain.

TEAM

Strong fundamental bottom-up research-oriented team.

QUALITY

Quality long-term relationship building.

SPECIALITY

Finding hidden gems in Small and ultra-small caps.

INVESTMENT

Long-term investment horizon for wealth creation.

INDUSTRIES WE HAVE WORKED WITH

SPECIALITY CHEMICALS

CASTING AND FORGING

PHARMACEUTICALS

SPORTS

STARTUP

HOSPITALITY

RUBBER

MEDICAL DEVICES

SUCCESS STORIES

OUR Happy Clients

It was my first experience with a professional financial consultant and I was pretty surprised at how their system works. I have, so far, heard unpleasant stories and experiences on dealing with financial consultants but my experience with Moneybee has been fantastic. Not only are they knowledgeable but very efficient in their working system. I would recommend their services to those in need of financial advice.

Somesh Kamra

Managing Director, MMA India

It has always been a pleasure to work with everyone at Moneybee Group. We have worked with various advisors and consultants but the value addition done by Moneybee and the dedication of all its team members has been unmatched. We consider Moneybee as one of our biggest growth partners who have helped us and are continuously helping us achieve our vision.

Sneh Shah

Director, MRK Healthcare Private Limited

We are pleased to go on record our appreciation for the excellent services rendered by Moneybee Group, in advising us on our business growth plans. We benefited immensely from their ability to inventory the right target assets, engage with their management and arrive at suitable variations. They also came up with highly innovative options for funding such investments. Mr. Dhiren Shah’s skills in engaging with the management for the target asset and negotiating with them are highly commendable. In total, we are really happy with our expert in dealing with them.

G. Krishna Kumar

Managing Director, Rubfila International Limited

‘The Moneybee group has helped me with fund raising exercise for both debt and capital. I am very grateful for all their help and they went above and beyond their normal course of consultants and were a great help in planning and execution of the entire project as well, starting from construction till commercial production.

Shreyam Shah

Director, Tee Ventures India Pvt Ltd

Our Team

Dhiren Shah

Managing Director

Dipti Shah

Director

Samir Shah

Head Dealer / Compliance Officer

Harish Salian

Head DP

Sandeep Goyal

Head Accountant

MONESHI SHAH

DIRECTOR

RITESH MISTRY

INVESTMENT ADVISOR

ANURAG ROONWAL

INVESTMENT ADVISOR

Manan Shah

Asst. to Portfolio Manager

Hina Anja

PMS Dealer

KYC is one time exercise while dealing in securities markets

SEBI GUIDELINES

KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
Prevent unauthorized transactions in your account --> Update your mobile numbers/email IDs with your Depository Participant / Stockbrokers. Receive information of your transactions directly from Depository / Exchange on your mobile/email at the end of the day .......... Issued in the interest of Investors.

”No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment (ASBA – Application Supported by Blocking Amount). No worries for a refund as the money remains in investor's account

Details of Stock Broker / DP

Stock Broker Name	Registration Number	Registered Address	Branch Address (if any)	Contact Number	Email Id
Moneybee Securities Private Limited	INZ000227335 / IN-DP-CDSL-189-2016	303, Tower - A, Peninsula Business Park, G. K. Marg, Lower Parel (W), Mumbai 400 013 India.	N.A.	022-40302010	info@moneybee.in

For any grievances, please direct your emails to our grievance officer Mr. Samir Shah, at grievances@moneybee.in or call us at +91 22 4030 2010 or to Sebi COmplaints REdress System (SCORES)

Dear Investor,
As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link - https://www.bseipf.com/investors_education.html to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor.

We believe that an educated investor is a protected investor !!!