Maximize Your Wealth with Professional Financial Services
beyondMF is a one-of-a-kind offering in the Investment Management industry. A one liner to describe the venture is that it is a fin-evaluator with a strong focus on curated solutions.
With an array of products out there in the market, it has become increasingly challenging for investors to choose a solution that aligns with their expectations. beyondMF seeks to cut through the clutter and deliver customised offerings to investors. Products are evaluated with a high level of objectivity before they reach the investor's table.
We aim to provide a very holistic and process-driven approach to personal finance, while being with the investor every step of the way.
Ph: +91 8148484648
Email: info@beyondmf.com
Our Mission
Our mission is to be the bridge to financial success for every Indian. We aim to provide guidance, support, and reliable financial services, ensuring individuals across the nation can achieve their financial goals.
Our Vision
Our vision is to witness a financially literate India where every individuals financial dreams are realized. We strive to empower our clients through education and personalized services, fostering financial well-being.
Our Value
Our core values encompass empowerment, trustworthiness, client-centricity, innovation, excellence, and sustainability. We empower individuals, earn and maintain trust through integrity, and focus on our clients success.
Qualified Cost and Management Accountant (CMA) with a decade of professional experience across Equity Research, Wealth Management and FP&A. Experienced at handling diverse core organizational functions concurrently. Last role was as part of the Investment Team (Product & Strategy - PMS) of ithought Financial Consulting LLP (a boutique Investment Management firm with a PMS Asset base of over ₹ 2,500 Crores). Joined the organisation in 2021 as a Product Manager when the firm's PMS AUM was less than ₹ 100 Crores. Was instrumental in building systems across various functions like Product, Operations, Sales and Compliance. Individually developed and managed an B2C asset base of ₹ 200+ Crores (200+ HNI clients) over a period of 3+ years. Developed strong professional relationships with NRIs (> 20% of the asset base) throughout his career.
Accomplished financial expert with 20+ years of experience driving business growth, providing strategic investment counsel, and fostering long-term relationships in the financial services industry. Distinguished tenure with esteemed organizations like Citibank, Standard Chartered Mutual Fund, Chola Mutual Fund, Reliance Mutual Fund, and ICICI Prudential Mutual Fund. Multifaceted Expertise in Retail & Institutional Sales, Product Specialist, IC and Wealth Management. MK Balaji is also a renowned speaker taking the stage at prominent business schools and investor conclaves. He is a regular columnist with renowned business newspapers like The Outlook Money , The Hindu Businessline ,Economic Times, and Nanayam Vikatan to name a few.
Chartered Accountant with over a decade of experience in the financial services industry. Started his career as a rating analyst at Crisil (an S&P company) and evolved to roles of CFO for NBFCs. Last role was at Anicut Capital (> 5 years), Private Credit fund leading investments in private credit, managing ~ ₹ 3,000 Crs of Investments across tenor. Specializes in CFO & Support services, Investment Banking, Fixed Income securities, PE/VC, Equity/Seed/Angel Fund Raise.