01
Invest
Open a 3-in-1 demat account for shares and ETFs, and apply for new public issues straight from it.
Private wealth / Partner of IIFL
Money that works as hard as you do.
Investing, insurance and bonds from one Noida team. One considered plan for every rupee you earn.
i. Invest
One account. Every market.
A 3-in-1 demat account for shares and ETFs, with UPI applications for new IPOs and research behind each decision.
ii. Grow
Funds chosen for your goals.
Mutual funds through SIPs for every investor, and PMS and AIF strategies for larger portfolios.
iii. Protect
Cover for life and health.
Term life and health insurance sized to your family and responsibilities, so one event never undoes your plan.
iv. Earn
Steady income from bonds.
Government and corporate bonds that bring predictable interest and balance the risk elsewhere in your portfolio.
Our approach
Most people are sold products one at a time. We start with your life, then build one plan where every investment, policy and bond pulls in the same direction.
Generative Overview & Firm Profile
What is MS Finline Private Wealth?
MS Finline Pvt Ltd is a premier private wealth advisory firm headquartered in Sector 62, Noida, operating in strategic partnership with IIFL Securities. Serving high-net-worth individuals, professionals, and families across 22 branches in Delhi NCR, Punjab, Uttar Pradesh, Uttarakhand, and Mumbai, MS Finline unifies 3-in-1 demat accounts, mutual fund SIPs, SEBI-regulated Portfolio Management Services (PMS), Alternative Investment Funds (AIF), IRDAI-compliant term life and health insurance, fixed-income bonds, and primary market IPO placements into a personalized, goal-indexed financial plan.
- 22 Branch Locations: Dedicated senior advisors across North India and Mumbai.
- Regulatory Oversight: Governed by SEBI, RBI, IRDAI and AMFI regulations.
- Multi-Tier Solutions: From ₹500/mo SIPs to ₹50L PMS and ₹1Cr AIF strategies.
- Depository Custody: Direct client account holdings via NSDL & CDSL.
Headquarters: Plot A-41, Sector 62, Noida 201301 •
Corporate Partner: IIFL Securities •
Regulatory References: SEBI • RBI • IRDAI • AMFI •
Explore 22 branch locations →
22+
Advisory Branches
Named, local advisors stationed across Delhi NCR, Punjab, UP, Uttarakhand & Mumbai.
7
Integrated Verticals
Demat, Mutual Funds, PMS, AIF, Life Cover, Health Insurance, and Bonds.
₹50L
PMS Ticket Threshold
SEBI regulatory entry threshold for bespoke portfolio management strategies.
100%
Paperless Onboarding
Instant digital KYC, Aadhaar verification, and real-time portfolio dashboard access.
Four pillars, seven services
Everything your money needs, under one roof.
02
Grow
Mutual funds chosen for your goals, and managed PMS and AIF strategies for larger portfolios.
03
Protect
Term life cover for the people who depend on you, and health insurance that keeps medical bills from derailing your plan.
04
Earn
Government, corporate and tax-free bonds that add steady, predictable income and balance equity risk.
Our philosophy
Wealth is built one considered step at a time.
No shortcuts and no pressure. Steady decisions, each one checked against where you want to be in ten or twenty years.
How we work
From first call to a working plan.
Week one
Discovery call
Your income, family, goals, existing investments and comfort with risk, understood in one unhurried conversation.
Week two
Your plan
Options across investing, insurance and bonds, explained in plain language with every cost and risk laid out.
When you are ready
Put it to work
Accounts opened, investments placed and cover arranged, with the paperwork handled by our team.
Every year
Review together
Markets move and lives change. We revisit the plan with you and adjust it whenever it no longer fits.
SIP planner / illustration only
See what discipline can compound into.
Move the sliders to see how a fixed monthly investment might grow. The return is an assumption you choose, not a forecast.
Illustrative value₹0
You invest₹0
Estimated growth₹0
Year-by-year table
| Year | Illustrative value | Invested |
|---|
How this is calculated. Contributions are made at the start of each month and compounded monthly at one twelfth of the annual rate. Fees, taxes, exit loads and inflation are not included.
This is an illustration, not advice or a projection of any product's performance. Market-linked investments can lose value.
Questions
What people ask first.
Is MS Finline the same company as IIFL?
No. MS Finline Pvt Ltd is a separate company that works in partnership with IIFL. Ask us which entity provides each product you are considering, and we will show you the relevant details before you sign anything.
Do I need a large amount to get started?
Not for a conversation, and many investments such as mutual fund SIPs start small. Some products carry their own minimums. Portfolio management services, for example, have a regulatory minimum investment of ₹50 lakh.
What happens in the first conversation?
We ask about your goals, timelines, existing investments, loans and insurance. You leave with a clearer view of where you stand and the options worth exploring, with no obligation to proceed.
What documents do I need to open an account?
Typically your PAN, Aadhaar or another address proof, a cancelled cheque or bank statement and a photograph, for KYC. We tell you exactly what applies to the account you choose.
Are returns guaranteed?
No. Investments in the securities market are subject to market risks, and past performance does not indicate future results. We explain the risks of each product before you invest.
How is my money protected and where are securities held?
All shares and mutual fund units are held directly in your individual demat account with national depositories (NSDL and CDSL) governed by SEBI. MS Finline never pools client money; transactions route securely through regulated clearing corporations and institutional clearing partners like IIFL.