FAQ — Frequently asked Questions:
We have answered most frequently asked questions below. If you still have any questions unanswered or need further explanation on below, please feel free to write to us on: info@moneyfrog.in
Registration/ Subscription/ Price/ Payment What does Moneyfrog covers in its financial advice?Financial advice means analysis of customer's data towards investments, cash flow, security cover, life goals, risk & profile. Based on the subscription plan availed, customer is offered advice & recommendation on same thru qualified advisors.
Is there a minimum amount required for Investments?No, there is no minimum amount for making investments.
How do I register myself?It's very simple, click on quick registration & follow step by step instructions. It takes not more than 5mins to complete registration & see 1st glimpse of your dashboard. To view complete dashboard, you need to enter your entire investments & cash flow data, which may take some time.
To avail full services, you have to make payment towards our paid services. Same can be completed by clicking "my account" on top right corner & clicking on "subscription".
What are the various subscriptions you have?We have 3 annual subscription plans; Lite, Standard & Premium. Lite is meant for DIY or "do it yourself" customers, who believe in experiencing first free-of-cost & paying later. Standard is an online account, where customer doesn’t need personal advisory services. Premium is a full service account with online & advisory services.
What is the Validity of the subscription fees?Subscription fees are valid for 12 months.
Does Moneyfrog charges any additional fees?No. We do not charge any additional fees.
Do I have to pay for your services every year?Yes. You need to pay for our services every year, as your income will change year on year, as well as your goals. Financial Planning is not a one-time exercise; ideally one should review & monitor every quarter to ensure control & discipline.
Do I need to do anything else after making the payment?Yes, you need to fill all your details on our website. Our step by step & tour guide, will make your journey easier & fun-filled. We have also provided templates/excel upload, where data against each asset class requires multiple entries.
What is your refund policy?Refund is not available on our membership plans.
What happens if I do not renew my plan?The services applicable to your plan will be stopped. But your account will be active and you can still enjoy all the free services available.
Can I change my plan at any time?Yes, you can change your plan anytime by upgrading it, with balance payment.
What methods of payment are accepted for Moneyfrog towards subscription?You can make online payment through Credit Card /Debit Card /Net Banking.
I entered my payment details and hit submit. It shows a blank screen and no confirmation. But my credit/debit card has been charged. What should I do now?Don't worry. Sometimes due to a slight technical glitch you might experience this problem. If your credit card has been charged and your order confirmed, you will receive the confirmation email. If not, your amount will be credited to your bank account within 7 working days.
I am trying to make a payment for membership plan but it says payment failed. What should I do?Please check your internet connection. Sometimes, it so happen that due to slow internet connectivity or other issues with it the payment authentication fails. If your internet connection is okay please give us a call or write to us. We will get back to you quickly and solve your issue.
Data Safety/Privacy Policy/Security How safe is my data? What level of encryption do you use?Your data is absolutely safe. We use 256-bit encryption, the same that all Banks use. 256-bit encryption is a data/file encryption technique that uses a 256-bit key to encrypt and decrypt data or files.
It is one of the most secure encryption methods after 128- and 192-bit encryption, and is used in most modern encryption algorithms, protocols and technologies including AES and SSL. Check link to understand data security
Your financial information is stored safelyMoneyfrog account is designed & developed to protect the confidentiality, integrity and security of your personal information during storage and transmission of your data. Your account User ID and password and all your account details are stored in highly secure servers.
Only you can access your financial informationWhile Moneyfrog account provides you access to all your financial information, no one at Moneyfrog has access to your individual accounts, funds, investments. Moneyfrog account uses Comodo's robust SSL encryption technology to secure your data. Your account data is stored and transmitted in an encrypted format at all times.
Only you can review your financial informationNo money can be moved through Moneyfrog. This means that even though you can view your accounts, analyse and transact, you cannot transfer money between accounts through Moneyfrog.
Only you can make important financial transactionsMoneyfrog account is designed & developed to protect the confidentiality, integrity and security of your personal information during storage and transmission of your data. For instance; you can buy mutual funds online only after authentication through transaction credentials, known only to you. Moreover, you will receive instant e-mail and text alerts that notify you of any transactions, hence ensuring financial security.
Here are a few tips to help keep you safe online:Keep your passwords safe-don’t share it with anyone.
Mix it up-make sure that your password includes numbers and capital letters.
Use virus protection and a firewall on any computer you use to access Moneyfrog.
Don’t install programs from people or companies you don’t know.
Learn to prevent identity theft and identify phishing attempts.
What if lose my mobile device or someone steals it?Moneyfrog enables you to manage the mobile devices associated with your account. You can remove mobile access to your account, change your password, or delete the account entirely.
The Moneyfrog app also has a security feature where you can set a 4-digit PIN to help keep you protected. This feature can be found in the Settings option at the main menu.
What is Moneyfrog's privacy policy?We, at MoneyFrog.in, value your privacy, and consider our relationship with you as invaluable and strive to respect and safeguard your right to privacy. For more details related to privacy policy - Click here
Can my data be mis-used? How can I be sure that my data will not be shared with other marketers?No, Moneyfrog does not share your details with third parties without your consent. When we have to connect you with third parties for execution of your financial plans, we seek your consent before sharing your details with them. Hence your data is only shared when you permit it to be shared.
Account related/Report/Pages/Advisory Who is going to assist me in my financial planning?Our advisory team consists of qualified CFP advisors, who will analyse and evaluate your financial data & will interact with you online or over the phone.
Can I have help entering data into the system?You need to update your details by yourself. In case you are still unable to figure out things, you can call advisor for further guidance & help.
Can I meet the advisors?Our advisory is a centralized service based out of Mumbai and offered thru online & telephone. But we do not mind if you can travel to Mumbai & visit our office/ meet advisors.
Will someone visit my place to explain the report?No, we will not visit your place, as the report that will be provided to you will be explained in detail, by the advisor over the phone.
How much time will you take to generate my report?From the time profiling & data entry is complete; within 3 working days your report will be generated.
What is Moneyfrog's dashboard?Moneyfrog Dashboard gives an insight on your Net-worth, Cash-flow, Investment allocation and Goal tracking through innovative dynamic analytical tools & Smart Graphics, such that you can understand same & can make financial decisions with EASE.
Goal tracker is Moneyfrog's revolutionary proprietary tool, designed & developed by in-house team.
What is My Financial info?My Financial info helps you to view, track & monitor your investments & finances, asset wise, with LIVE data feed. This also includes assumption towards inflation, asset wise returns & other parameters. Each asset class has multiple features & highlights to understand, track & set SMS/mail alerts towards renewal, maturity or price target.
One can track investments family wise, as well as individual member wise.
What is My Market Place?My Market place keeps you updated with the new offers in the market and our recommendations. Market place connects manufactures of financial products to customers. Thru market place one gets offerings on financial market, Real estate market & Lifestyle/ value add.
What is My Report?My Report is a detailed financial report & part of paid services, generated based on customers subscription.
This is an online dynamic report, comes with quarterly reviews. This is a detailed report, which covers each asset class, cash flow analysis, security cover, Life goals mapping & analysis, taxation, risk and recommendations.
What is My Post?My Post is a simple way of getting in touch with us at any point of time online, just like "WhatsApp". You have any query or want any advice on any product, just enter the details in my post and we will get back to you within 24 hrs.
Investment execution/Tax/e-Will/Value add services How will the investment execution take place?We have online integration towards investment execution. Incase offline execution is required, one of our business associate will help you towards document/cheque pickup & submission.
Can I trust your Business-associate?Yes, you can trust our appointed Business-associate. Each of our Business-associate has undergone the eligibility, compliance & training towards appointment, subscription plans & product offerings. Each of our Business-associate has cleared the necessary regulatory certification & compliance, towards Insurance (IRDA) & Mutual Funds (AMFI).
Will you help me in Tax returns?Yes, we will help you in advising & filing returns. This will be offered as a value add service & will cost based on quantum of data/ upload.
What is e-Will & how will you help?A will is an allocation or distribution of asset by a person to his/her beneficiaries after death. We help you to generate e-Will as values add service & same is charged. More on e-Will
What do you mean by referral program?You refer your friends & get rewarded; same can be redeemed against subscription fees/ other services.
What is Vault document storage?We provide e-storage facility, where you can store scan copy of your important documents like pan card, aadhar card etc., based on your subscription plan.
About-Us/Office/Business-associate/Others Who are the people behind Moneyfrog?We are a team of Finance & Technology professionals who got together with zeal to make a difference in the way Financial Advisory is delivered in India. See more
Where is your office located?Our Head-office is located at 402, Megor Arcade, MG Road Ghatkopar East, Mumbai - 400077.
I am interested in Business-associate program; can you give me some information?Business-associate program is an exciting opportunity designed for outstanding individuals. This innovative Business-associate program pairs the strength of experienced driven and service-oriented financial services professionals, with the powerful reputation and investor-first philosophy of Moneyfrog.in. To know more
