Welcome
Transform your life and achieve your goals with personalized assistance
Unlock Your Full Potential!!
MEET YOUR FINANCIAL BUDDY
Plan For A Successful Life
Have questions about investments, taxes, retirement, and/or estate planning? One of our professionals would be glad to help.
A Proven Approach
You need to sign up first.
Then, we will arrange for an introduction to personal finance by one of the independent experts.
Then we will assist you in creating goals on the app and adding funds to your cart.
Once you execute the purchase of funds in the cart, your financial journey begins.
Why Us?
Our team comprises seasoned professionals who share a collective dedication to serving our clients with excellence. We are always willing to direct clients to other specialists if we deem they can better meet your needs.
What is Unique
We offer a fully online and chat-based (WhatsApp and in-app chat application) service. We won't be bothering you with calls or meetings.
Our Alliances
Our expert partners include:
- Sunny Agrawal for Career Coaching. He is the CEO of Thinker & Fillers
- Diva Sridhar for Counselling. She is a Psychologist M.A. in Clinical Psychology
- Kshatrshal Raj for Legal Advice. He is a member of the Supreme Court Bar Association
- We can also provide references to practising Chartered Accountants in Mumbai, Delhi, Bangalore, and Patna.
Also our premium clients receive free access to urconfidant website where all your questions is responded by the team - Navigation RA.
Every Buddy MFD client will receive one complimentary appointment with our partners.
Contact Us
It is never too early to get started on your life goals. Tell us more about your goals, and we will get you started on a plan to achieve them.
Connect with us
We value all correspondence from our customers, so feel free to message us or email us. We try our best to reply as soon as possible.
