Happy Investing with Us
Mr Raj Jivrajani
Investment Professional having more than 25 Years of rich experience worked with different corporates for more than 15 Years & serving HNIs & Institutions for a decade for their investment & financial needs.
Mr. Raj Jivrajani brings over 25 years of extensive experience across various domains in the financial sector. He has held pivotal roles with distinguished firms including Kotak Securities, Marwadi Shares & Finance Ltd, Religare Mutual Fund, and Reliance Securities, among others. His expertise spans primary and secondary markets, encompassing direct equity, merchant banking services, and equity fund raising.
About & Experience
Mr. Jivrajani excels in all aspects of listed company compliances, pre-IPO and angel funds, structured mutual fund investments, insurances, alternative investment funds, and portfolio management services.
With a strong presence in Gujarat, Maharashtra, and Karnataka, Mr. Jivrajani offers comprehensive knowledge across all asset classes, with a specialization in equity and equity-related instruments.
This version highlights Mr. Jivrajani’s breadth of experience and expertise while maintaining clarity and professionalism in describing his professional background and skills.
Our Services
PMS
IPO
MF
Unlisted Shares
ALGO
Insurance
Complaince
Consultancy
Welcome to the Next Chapter of Wealth Management
We’ve been a pioneer in wealth management and financial services, as well as managing the portfolios of families and investors, &we’re planning to expand our offerings. Our target market consists of HNI/Ultra HNI clients and commercial enterprises with total assets in crores.
Apart from India, we have clients all around the world. Our feet are currently landed in the United Kingdom, Singapore, Dubai, and the United States.
With three offices across India, including the Head Office in Jamnagar, GUJARAT Money Matrix would be finest and most reputable financial advisory firms.
Our Goal is to make & offer all level and range of products to the required clients as per their requirement & appetite.
Meet the Team
Ms. Purvi Acharya
Ms. Purvi Acharya is a dedicated professional with a strong academic background and over 5 years of extensive experience in the finance industry. She holds a postgraduate degree, which has equipped her with a solid foundation in financial management and strategic analysis.
Currently serving as the Senior Financial Manager, Operations at Money Matrix Invest, Jamnagar Branch, Ms. Purvi Acharya oversees the entire operations of the branch with exceptional proficiency. Her role encompasses a wide array of responsibilities, including managing a team of more than 5 professionals who are committed to delivering excellence in financial services.
Key Responsibilities:
Team Leadership: Ms. Purvi Acharya effectively leads a team of more than 5 individuals, fostering a collaborative environment aimed at achieving organizational goals and ensuring client satisfaction.
Operational Oversight: She is responsible for overseeing all operational aspects of the branch, from the initial account opening procedures to the precise execution and confirmation of orders. Her meticulous attention to detail ensures that all transactions, including those involving mutual funds, insurance products, and unlisted shares, are processed efficiently and accurately.
Client Services: Ms. Purvi Acharya prioritizes client relationships and satisfaction, handling all client requests promptly and professionally. She ensures that clients receive comprehensive support and guidance, contributing to long-term client retention and loyalty.
Compliance and Risk Management: With a strong understanding of regulatory requirements, Ms. Purvi Acharya ensures that all operations and transactions comply with industry regulations and internal policies. She implements robust risk management strategies to safeguard the interests of both clients and the organization.
Khyati Ahya
Dedicated and seasoned professional with a strong foundation in finance and a proven track record of success in the banking and stock market sectors.
Graduated with a degree in commerce, honing expertise in financial principles, accounting, and business management essential for navigating the complexities of the financial world. HDFC Bank Experience: Acquired invaluable experience at HDFC Bank, a leading financial institution, where I developed a comprehensive understanding of banking operations and client relationship management.
Currently employed at Money Matrix, a respected firm in the stock market domain, where I leverage my financial acumen and industry experience to drive strategic trading decisions and optimize operational efficiency.
Mr Dev
As an operations executive, this individual likely oversees various aspects of day-to-day operations within the firm Money Matrix. With a graduate degree and two years of experience, they’ve likely gained skills in areas like ACCOUNT OPENING, IPO forms, Mutual Funds back office, Portfolio tracking, updating and team coordinations. They are experience in handling financial transactions and ensuring compliance with regulatory standards.
Technological Ease
We have built all technological and service capabilities to help our investors to have a seamless experience. For instance, we have mobile app for our Mutual Fund clients and a client service support team. All of his transactions happen online through BSE Star MF platform & Online initial of transactions. Clients are one OTP away for an Investment or redemption.
Some of our blogs (Education)
How do mutual funds provide professional management?
Mutual funds are managed by experienced professionals who have in-depth knowledge of the financial markets. These fund managers constantly monitor and analyze the performance of the fund’s investments
How do mutual funds offer liquidity and convenience?
Mutual funds provide investors with liquidity and convenience. Unlike certain investments such as real estate or individual stocks, mutual funds allow you to buy and sell units on any business day at the fund’s net asset value (NAV)
How do mutual funds promote affordability and affordability?
Mutual funds offer an affordable way to invest in a diversified portfolio of securities. By pooling money from multiple investors, mutual funds can invest in a variety of assets, including stocks, bonds, and money market instruments.