Moneyplus Financial Services was founded in 2006 from a small office in Jalgaon by young & qualified couple Hitesh & Anuya with the sole motto of utilising their skills & knowledge for betterment of financial health of the society. They come from a reputed family with base in Jalgaon since 1950s. They have been successful in continuing the legacy of the family & thereby earning trust of clients comprising of more than 500 families. They have always put investor’s interest ahead of anything else. Our firm is completely independent, so our loyalty belongs exclusively to our clients — not to a parent company.
As a financial professional and an active member of my community, I am dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills, I regularly attend industry training and certification programs.
Academic achievements include a Masters Degree in Marketing as well as Finance from Institute of Management & Research, Jalgaon. My experience and professional affiliations have fostered my practical approach to offering financial services and advice to our clients. Maintaining a strong sense of community and a solid professional foundation are very important to me. I enjoy playing with the technology & implement it in my profession, thereby making things easy for our team as well as clients.
CA Anuya Kakkad
I started my career at Jain Irrigation Systems Ltd., Jalgoan as an Executive Finance in 2005. Since then, I have been using my skills in researching stock markets & various derivative strategies. I am a qualified Chartered Accountant apart from holding a Masters degree in Commerce as well as a Baechlors Degree in Law.