About Us

Firms Overview

  • 1. Rs.90 Million in asset entrusted to our care
  • 2. 14+ year experience and the backing of different certifications
  • 3. 99% client retention y/y
  • 4. investment expertise across all asset class

Vision & Mission

Affluent individuals and families turns to Mondeo Financial Services for a long-term partner that can serve all of their wealth & Risk management needs.

Code of Conduct/Ethics

  • As fiduciaries, we offer expertise and advice that puts your interests first.
  • As investment & risk managers, we tailor your portfolio to meet your goals, such as for preservation and growth of your assets.
  • As wealth strategists, we help address your family's overall financial goals and legacy aspirations.

Why Mondeo Financial Services?

We create clear financial & Risk plans for you

Layers of legislation and constant changes to rules surrounding financial products can leave you unsure if your plans are progressing successfully. We are here to help you get your financial products into a suitable format and to build a logical plan designed to achieve your financial objectives whatever they might be.

Here are a few essentials you may want to know about us:-

We are independent

This means that the advice you receive from us is not restricted to a limited number of product providers or solutions. After rigorous research, we recommend solutions that fit your circumstances because they are right for you not for us. We focus on building an overall plan that is bespoke to you and designed to achieve your long/medium & short term aims. We believe that to achieve the best result for you we should not be restricted in any way.

Name: Kuldeep Pungalia

Designation: Proprietor

Date of Commencement: 01/04/2009

"I have started my career in the year 2003 with life insurance companies like HDFC standard life insurance company, etc. Later on I have worked with banks like Standard Chartered Bank. I have experience at different level of management and in the year 2009 I've started my own company MONDEO Financial Services, during this course I have learned different aspects of financial and risk management which we share for the benefit of our client."

Established

MFS was established in 2009. MFS is a proprietary advisory & risk management service provider; this ownership structure gives our business great stability. If required we can access specialist tax and accountancy expertise to compliment your financial planning needs thus providing a comprehensive solution for you.

Regulation and protection

  •   As a client you can be sure we have your best interests at heart.
  •   To give you confidence we can confirm that we are authorised and regulated by AMFI and IRDA
  •   Following code of conduct as required and laid by authorities
  •   Have successfully cleared Insurance Broker exam
  •   Have attained on job trainings provided by the best trainers of Industry and have undergone lots of workshops.