About Us

Apex Money Advisory Services is a diversified financial services group with multi city presence, Apex Money Advisory Services offers a comprehensive suite of customer-focused financial products and services targeted at retail investors, high net worth individuals, corporate and institutional clients.

We strongly believe that our success lies in making your Dreams come true. Our mantra “DELIVERING DREAMs” comes with host of products and services which make you feel “Financial Freedom” for you and your family.  Our philosophy is entirely client centric, with a clear focus on providing long term value addition to clients, while maintaining the highest standards of excellence, ethics and professionalism. Our motto has always been to create customers for lifetime, but only heightening our level of services, keeping in mind the various financial needs at various stages of life of our esteemed customers.


The company offers a wide range of financial services across the Investment spectrum namely Mutual Funds, Company Fixed Deposits, Bonds, Life Insurance, Medical Insurance and General Insurance. Company is highly quality conscious, involved in offering quality services to cater the unique and sophisticated client specification and requirements.

Our Mutual Fund division named as APEX FIRST has made it’s presence at Jharkhand, West Bengal, Bihar and Orissa. Over the years APEX FIRST has received lot of appreciations from various AMCs like ICICI Prudential, Aditya Birla Sunlife, SBI, Kotak, DSP, TATA etc. for it’s excellent contributions. 

APEX FIRST believes in DIGITAL INDIA movement and is continuously spending on TECNOLOGY. We are a Registered member of BSE MF Platform and our MF Portal is integrated with BSE MF Platform. The integration helps our client to get anuser friendly Online MF Portfolio from where they can view and make transactions within seconds. In 2019, we have launched our Mobile Application in both Android & Mac OS. 

We have recently introduced All Time Money (ATM)for our clients which is available both in Web Portal and Mobile Apps. This facility helps our clients to transfer their idle money in Liquid Fund from their Savings account within seconds. Withdrawal and transfer of funds from Liquid Portfolio to Bank is done on a click of a button within seconds. Most of our clients are using this facility to get the benefit of higher returns than Savings Account interest.  


Our Vision

To provide Financial Freedom to all.


Our Mission

Providing complete financial care driven by the core values of diligence and transparency.