What We Do

Plan

Plan

Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes.
Execute

Execute

Implement your customized advice by buying all the recommended financial products on one single platform.
Manage

Manage

Track your journey and review/rebalance your investments to make sure they are aligned with your goals.
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Get personalised guidance from an experienced mutual fund distributor

Every individual has short and long term financial goals and they require personalized handholding in the process of achieving these goals. We at AddOn help you with all our abilities to attain and enjoy these Financial Goals. Be it your dear kid’s education, your dream holiday, your dream car, or the most important of them all your retirement, we intend to serve you in achieving these feats and make the journey joyous.

AddOn is the perfect combination of years of experience bundled up with forefront technology which is the explicit necessity of any investor serious about his financial future.

Our Products

Mutual Funds

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities.

Equity and ETFs

Equity and ETFs

Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.

NPS

NPS

The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.

PMS

PMS

We offer Portfolio Management Services (PMS) strategies with equity and mutual funds from the leading PMS providers in India

Loan against MF

Loan against MF

A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.

Insurance

Insurance

Experience quality risk advisory and management services with our insurance solutions

Let’s Contact
with Us

Address
C S -15, Second Floor, Metro Plaza,
Next to Metro Mall, Kalyan, Thane,
Maharashtra - 421306
Nashik Office
4c 702, Sector 4, Aaryavarta,
Nr Maharana Pratap Chowk,
Nashik 422009
Phone
09821170976, 09664177112
09987700167, 09987784482
Email
contact@myfirm.com
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At AddOn, we offer our services through personal counsel with each client after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, know investment products, and make proper progress toward achieving their financial goals.

Contact Us

AddOn Financial Services
Office Address:
C S -15, Second Floor, Metro Plaza,
Next to Metro Mall,
Kalyan, Thane,
Maharashtra - 421306

Nashik Address:
4c 702, Sector 4, Aaryavarta,
Nr Maharana Pratap Chowk,
Nashik 422009