• 34 1st Floor,Atlanta Business Hub,VIP 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 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

    45,000

    Annual

    13,000

  • 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
  • Portfolio 1
  • 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 FolioList
  • 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

  • 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
  • Portfolio 1
  • 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 FolioList
  • 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

    Assoicate Module

    RM Module

    Branch Module

    CRM

Clients Services
Software
Qualified Staff
Project 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