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Welcome to
M2M Technologies

We provide powerful technology solutions that help businesses grow, automate operations and connect with their customers. Our dedicated team develops next-generation platforms for financial intermediaries and continues to provide complete technology support to our clients.

From mutual fund software and financial advisor platforms to websites and mobile applications, we provide technology solutions designed around your business requirements.

Our Services

We provide technology services for financial advisors, businesses and enterprises. Our strength lies in strong knowledge, experience, innovation and customer support. Our core philosophy is simple: Growth is Everything.

Our Services' Videos

Learn more about our financial technology solutions, mobile applications and mutual fund software.

How It Works

Powerful tools designed to help financial advisors manage clients, portfolios, reports and business operations from one platform.

New Age Technology for Financial Advisors

Advisors can now manage all segments and strengthen their advisory business with powerful features such as:

  • 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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M2M Mobile Application
M2M All Devices

Easy, Fast and Accurate Reports

Get important reports in just a few clicks and help your clients plan their future with detailed and easy-to-understand portfolio reports.

  • Single View Portfolio Reports
  • Single View of Family Valuation
  • Send Valuations via SMS / Email
  • Asset Allocation Analysis
  • Top Holdings and Sector Exposure
  • Running & Historical SIPs
  • Pre-Printed Transaction Slips
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Works With Any Device

Advisors can support their clients anytime and anywhere. Access real-time portfolio information, respond to queries and manage your business 24/7.

Cloud technology saves time and reduces the effort involved in after-sales services, allowing advisors to focus on business growth.

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M2M Tablet Application

Best Pricing

Select the module that best fits your business requirements.

  • Lite Module

    ₹25,000

    Annual

    ₹9,000

  • 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 Module

    ₹60,000

    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
  • Redemption Gain/Loss Simulator
  • Distributor Report

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

  • Client Without SIP
  • Client Without ELSS
  • Dividend Folio List
  • ELSS Limit
  • ELSS Matured Summary
  • ELSS Matured Details
  • Client Status Report
  • Clients Without Nominee
  • Minor To Major
  • Upto ₹1,25,000 Tax Free
  • BSE Star MF

    Mobile APP

    Direct Equity

    Life Insurance

    General Insurance

    FD/Bond

  • Gold + Sub Broker Module

    ₹75,000

    Annual

    ₹18,000

  • 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
  • Redemption Gain/Loss Simulator
  • Distributor Report

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

  • Client Without SIP
  • Client Without ELSS
  • Dividend Folio List
  • ELSS Limit
  • ELSS Matured Summary
  • ELSS Matured Details
  • Client Status Report
  • Clients Without Nominee
  • Minor To Major
  • Upto ₹1,25,000 Tax Free
  • BSE Star MF

    Mobile APP

    Direct Equity

    Life Insurance

    General Insurance

    FD/Bond

    Associate Module

  • Corporate Module

    ₹1,25,000

    Annual

    ₹30,000

  • 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
  • Redemption Gain/Loss Simulator
  • Between Dates Report
  • P&L Valuation
  • Year Wise CashFlow
  • Distributor Report

  • Business Reports
  • Business Insight
  • MIS Reports
  • AUM Report
  • AUM Growth
  • SIP/STP/SWP Report
  • Pre-Printed Transaction Slip
  • Bulk SMS
  • Mailing Label
  • Folio Details
  • AUTO Email
  • In Out Holder Wise
  • In Out Financial Year Wise
  • Business Opportunities

  • Client Without SIP
  • Client Without ELSS
  • Clients With Zero Balance
  • Dividend Folio List
  • AUM Range
  • Tag Wise Report
  • ELSS Limit
  • ELSS Matured Summary
  • ELSS Matured Details
  • ELSS PreMatured
  • Non Operational Folio
  • Client Status Report
  • Clients Without Nominee
  • Minor To Major
  • Target Age Group
  • SIP Continue Report
  • Upto ₹1,25,000 Tax Free
  • BSE Star MF

    Mobile APP

    Direct Equity

    Life Insurance

    General Insurance

    FD/Bond

    Associate Module

    RM Module

    Branch Module

    CRM

Clients Services
Software
Qualified Staff
Projects Done

Let's Talk About Your Business

  • Our Location 34, 1st Floor, Atlanta Business Hub, B/h Marvella Corridor, VIP Road, Surat - 395017

  • Send Us Mail money2managements@gmail.com

  • Call Us (+91) 9726264063 - Dharmesh V Bhajikhau
    (+91) 9313435305 - Support

Coming Soon

Our new office locations will be announced soon.